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SOAP Vault

Simplified SOAP note and patient management for chiropractors

chiroeasy~5 minCSVOfficial Docs ↗Last verified May 4, 2026

Take it with you

The full SOAP Vault export guide as a PDF

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Export Steps

1

Log In to SOAP Vault

Open your browser and go to app.soapvault.com. Enter your email and password and click "Sign In". SOAP Vault is a cloud-based platform — no software installation is needed.

EHR Software
Dashboard
Patients
Schedule
Notes
Billing
Reports
Settings
Dashboard
Patients
Schedule
SOAP Notes
Billing
Reports

Tip:

Ensure you are logged in with an account that has Admin or Owner privileges to access the patient export feature.

2

Go to the Patients Section

In the left sidebar or top navigation, click "Patients". This will open the full patient list for your practice.

EHR Software
Patients
Name
Phone
Email
Status
Last Visit
Next Appointment
Export Patients
Add Patient
Filter
3

Remove Status Filters

By default, SOAP Vault may show only "Active" patients. Click the "Filter" button or look for a Status dropdown and change it to "All" to make sure both active and inactive patients are visible before exporting.

EHR Software
Filter button → Status → All

Tip:

Do not export with the "Active Only" filter — inactive patients are key reactivation targets for MedMasters.

4

Click "Export Patients"

With all patients visible, look for the "Export Patients" button near the top of the patient list — usually in the top-right area. Click it and select "CSV" format. The file will download to your computer.

EHR Software
Patients
Export Patients

Note:

Make sure you have cleared any active-only filters before exporting, or inactive patients will be excluded.

5

Send to MedMasters

Upload the downloaded CSV using the secure MedMasters upload link provided by your account manager.

Note:

Do not email patient data. Always use the secure MedMasters upload portal.

Field Availability

Which MedMasters data fields are available in this EHR export.

Our Field
EHR Field
Notes
Status
First NameREQ
First Name
Available
Last NameREQ
Last Name
Available
PhoneREQ
Phone / Mobile
Available
EmailREQ
Email
Available
Last Visit DateREQ
Last Visit
Available
Active / InactiveREQ
Status
Available
Insurance vs Cash
Insurance / Cash
May not be fully populated in all accounts
Partial
Visit Count
Visit Count / Total Appointments
May not appear in the standard export
Partial

Known Quirks

⚠️

SOAP Vault defaults to showing only active patients — always clear filters before exporting

⚠️

The platform is note-focused, so visit count tracking can be inconsistent

Pro Tips

💡

SOAP Vault has a very simple export flow — it is one of the fastest EHRs to export from

💡

If visit count is not in the export, check if there is a separate "Appointment History" report under Reports

Got your export? Now what?

The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.

View Playbook

Want this turned into bookings?

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