About SOAP Vault


SOAP Vault is a cloud-based practice management solution integrated with an email marketing tool. The solution can be used by small massage therapy businesses and individual therapists. Key features include charting, scheduling, arrival tracking, patient management, reminders and billing.

SOAP Vault allows labeling patients under various categories as well as creating customizable intake and consent forms that can be signed electronically. Electronic signatures for practitioners can be created and included automatically on the receipt. SOAP Vault also allows users to create and assign a percentage discount that can be directly applied to invoices.

The solution can track treatments by practitioners, and it can track historical revenue and revenue by city. Users can also see reports for new or returning patients and total arrivals or no-shows. Patient-specific reports and financial reports such as accounts receivable and practitioner sales can be generated and downloaded as CSV file. SOAP Vault allows inviting external practitioners who can access clinic data via permitted IP address.

Services are offered on per month subscription basis and support is available via email and phone.



Read More

Supported Operating System(s):

Web browser (OS agnostic), Windows 10

91 Reviews of SOAP Vault

Average User Ratings

Overall

4.60 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(60)

4 stars

(27)

3 stars

(3)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 91 reviews

Do you use this product?Write a review

July 2017

Janet Elise from Cedar Coast Wellness

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

3.0

July 2017

Amazing! I got this soap notes system for my massage therapy practice and haven't looked back!

I have no need for an intense physical filing system, so far! And as my business grows and I add practitioners, it will be easier to provide tablets rather than store endless reams of paper!

Pros

The recently added ability to attach files has been a huge bonus, as my regulatory requires certain documents to be linked with EVERY clients chart note.

Being able to draw on images was probably one of my favourite updates as well.

I love how fast the responses are of the help centre as well. Great customer service. Keeping everything digital has been made almost flawless with SOAPvault!

Cons

The inability to create my own fields on my health intake forms is a little limiting, as regulatory bodies for healthcare professions differ in their requirements province to province. I have had to find creative work arounds for the combination of having public healthcare and private, while only having a field for private insurance information.

More importantly, while it's easy to track how much money I bring in overall, I can't use soapvault to track how much of each treatment was paid by insurance and how much was cash/debit/credit. I only have a 'treatment paid by' and 'cost of treatment' option for my invoice. After working as a medical office assistant, I've found I much prefer a more detailed method of invoicing/inputting payment types, so I have a record of payment and insurance billing in one place. The SOAPvault lack of options regarding payment/insurance billing makes it difficult if my clients need to submit their invoice with amounts already paid to a secondary/spousal insurance coverage plan. This impacts my business especially because to gain and retain clients I am set up for direct billing with insurance companies.

Response from SOAP Vault of SOAP Vault

Replied July 2017

Thanks for the feedback. Please let us know by sending an email to support@soapvault.com for additional questions to be added to the initial intake. We add more questions regularly, which are off by default. We're working on a complete revamp to the financial tracking part of SOAP Vault which will resolve your concerns about tracking payments. I hope that the 0/5 stars for Customer Support was just a mistake :)

July 2017

Sarah from Ottawa Mobile Massage

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2017

Overall this is a great online program for charting and scheduling with attentive customer service.

This programming offered the chance to switch to an easy paperless and all in one place online charting and scheduling improvement. It also makes reminders for clients who have not been seen in 3, 6 and 12 months easier and keeping track of client Birthdays. It has also made receipt issuing easier now that it is paperless and generated automatically by the program.

Pros

Great things about this program are

>Birthday Reminders
>3, 6 and 12 month reminders since you have seen a client
>Ease of use of the calendar
>Love that a "break" can now be added in which can also be used for personal appointment so as not to over lap if deciding to extend a schedule
>Dashboard is easy to use and navigate
>The addition of "Clinic Policy and Terms" was a huge improvement and makes a big difference in our practice for legality and CMTO standards
>Clinic Analytics is an interesting feature to have and gives some overview sight of the clinics business and client trends

Cons

My biggest disappointment is that there has still not been a change to the HST function in the accounting that I have mentioned to your team. Because you do not have the option to input the price amount along with HST the only choice is to pick a percentage for the HST and the program automatically rounds it up. As the price becomes inconvenient. I cannot use the entire financial side that is offered in this program. Instead, our receipts are issued for the price and it says "no HST" to get around this. I would still love to see a change made to this to have the option to input the prices manually to be able to make use of the financial portion offered in this program.

July 2017

Stephanie from Adaptive Massage Therapy

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

2.0

July 2017

For the most part I like Soapvault, it's much easier for me to take soapnotes.

Less paperwork for me to fill out, saves time for me which is important. Clients provide more health information when they don't feel pressed for time, so I am able to provide better service for them and communication improves.

Pros

At one point I worked in multiple locations, so not having to carry around paperwork was nice.
Many clients appreciate being able to fill out the forms online, especially if they have complicated health problems that would take up time from their treatment if they filled it out in my office.
Hippa compliance was a must and this has that.

Cons

It's kind of bloated for the average therapist. I use different services for bookkeeping and fee proccessing, so it feels like I'm paying for things I will never use. I would like to use the online booking, however clients have no choice but to make accounts, which adds time and confusion to the process, and the steps to book online are more confusing than other online booking services, so I don't use that either. (for example, the color coded spots for morning and afternoon appointments is unnecessary). It would be nice if there was a less expensive choice for therapists who use Soapvault only for soapnotes.

October 2017

Katrina from ProActive Massage

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

Great system to use for the day to day running of my clinic

Everything.

Pros

It has everything I need and works great. The online booking system has saved me a huge amount of admin time and being able to have all of my notes for every client in one place with their treatment history and receipts that get sent out once completing soap notes is great. The way the notes are set out so that it is easy to see what areas of the body have had treatment and pain makes it great when dealing with a high turn over of clients. My time spent doing notes has halved using Soap Vault as being able to select areas on a body and add treatments ect and notes specific to the area make everything so simple. Also the customer service team are amazing - they are always very helpful and look into any issues as soon as they can (within 24 hours normally - I am in New Zealand so there is a huge time difference and this is a great response time for being international). The team are also always making improvements to the system and are happy to take on any feedback about things that may work better as a customer or new ideas).

Cons

It would be nice to have the ability to track memberships for each client. This isn't a big deal though but would be a nice addition.

July 2017

Monica from Family Massage Therapy

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

Easy format to use and very thorough intake form

Pros

What I really love is that notes can be done from anywhere which makes it very convenient for me if I don't have a chance to complete them right after seeing the patient.

Cons

One thing I would like to see changed is the ability to alter or even delete a note. I accidentally put a duplicate note for a patient and there is no way to remove it. I would also like to have the ability to print all soap notes in a single report, rather than having to do each individually.

Response from SOAP Vault of SOAP Vault

Replied July 2017

Thanks for your feedback. You can delete SOAP notes, please see this article: https://soapvault.zendesk.com/hc/en-us/articles/201303014-How-do-it-delete-or-remove-a-SOAP-note- You can print all SOAP notes at once, please see this article: https://soapvault.zendesk.com/hc/en-us/articles/201307860-How-do-I-print-all-SOAP-notes-for-a-patient-

July 2017

Crystal from Therapeutic Massage, by Crystal McLain, LMT

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

I teach business at a massage therapy school, and I always recommend SOAP Vault!

Pros

I love how seamless it is. When I initially entered the clients information, and their first soap note, I love that I don't have to re-create the wheel every time. I also really like the automatic client notifications. This program saves a lot of time in the office for me.

Cons

I have a lot of reoccurring clients, but they don't happen weekly. Some are every other week, some are every three weeks, I wish that there were a way that I could customize the frequency of reoccurring appointments.

Response from SOAP Vault of SOAP Vault

Replied July 2017

Thanks for the feedback. You can customize the frequency of repeating appointments. You can define how often (eg: every 3 weeks) and for how many occurrences (eg: until 10 occurrences). If you need any help setting this up, just email us at support@soapvault.com for help.

July 2017

Melissa from Therapeutic Innovations Bodywork and Clinical Massage

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2017

I LOVE soapvault! The appointment reminders, and the online intake form are so worth.

Soapvault saves a lot of time for me and my clients. The online health history form is the major benefit; the client can take their time filling it out at home, or where ever, which means you get more information up front, usually. The appointment reminders, are extremely handy! Its like having a part time receptionist making those reminder calls for you. The biggest benefit is the price. I only work part time, so my income is very low. The price of this software is affordable, which is why I chose to use it. If it were more expensive, I wouldn't bother. Overall, I am very satisfied with this product. Thank you soapvault!

Pros

The online intake form, appt. reminders. The time that it saves me when my client arrives (not having to wait for them to fill out the form). Also, that saves paper! YAY!

Cons

How long it takes to get a receipt printed. It would be nice not to have to go through creating a soap note first, but I don't know how to make that better.
There could be a homecare section, and also a "next treatment" section. I think those would be helpful.

Response from SOAP Vault of SOAP Vault

Replied July 2017

Thanks for your feedback. We are developing a better financial tracking solution.

July 2017

Stephanie from Quinte West Family Chiropractic

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2017

They are constantly making improvements and are quick to respond to requests & help.

Ease of completing treatments notes at home after work. Better prepared for new clients with having their health history filled out online ahead of time. Email automated reminders greatly reduce the number of last minute cancellations and no shows.

Pros

As a Massage Therapist I love having the health history intake online. It allows me to better prepare for the initial assessment with my client.
I also love the automated email reminders, it drastically reduced no shows or last minute cancellations.

Cons

It is not fully customizable especially with 2 practitioners with 2 available locations.
Automated emails are sometimes not sent. (Helpdesk always fixes issues reported)
Would like to see online signature options for clients to sign documents.

July 2017

Rochelle from ReHabilitative Massage Therapy

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

Soap Vault allows me to easily manage my day while running a business. Love this!

It keeps my life organized as both a user and business owner!

Pros

A lot!
1) How user friendly this is.
2) Amazing customer support and "personalized" emails re: updates.
3) Clients absolutely LOVE the online booking!
4) The reminders for upcoming appointments via email and text are very beneficial.
5) I love that we can do email marketing.
6) I don't use the Add-Ons yet but am grateful to have that option.

Cons

The one thing - which is minor - is when on the mobile app and I'm setting my personal time, I don't like that I have to "scroll" to set the duration. I'd rather type in the time (mins., hours, etc.). It's just not as functional as I'd personally like as there is more room for error.

July 2017

Ayanna from Massage Evolution

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

5.0

July 2017

Overall the soap vault experience has been excellent. Easier use of platform over time.

Easy to use review questionnaire

Pros

Easy to fill in credentials
Professional looking receipts
Financial reports have made my life easy!

Cons

No syncing of my Google calendar to Soap Vault calendar and vice versa. I would like to see more ease on setting up online bookings and particular in building in transition times bw massages

Response from SOAP Vault of SOAP Vault

Replied July 2017

Thanks for the feedback. One-way-sync (SOAP Vault Calendar to Google Calendar) is available. See this link: https://soapvault.zendesk.com/hc/en-us/articles/204365534-How-to-connect-your-External-Calendar-Google-Calendar-iCal-Outlook-etc- Two-way-sync (Google Calendar to SOAP Vault) will be supported in the future.

July 2017

Piper from Essence of Health

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

Absolutely Great Customer service and love the professional look of the system!

Pros

Soap Vault is easy to use and looks very professional. The customer service is top notch. If you have a request or need an adaptation they are always willing to hear your ideas and make it better for you.

Cons

Would love to be able to embed into my own website rather than having a book now link button. And wish I could remove the charge rates or make them variable instead of one set price.

Response from SOAP Vault of SOAP Vault

Replied July 2017

Thanks for the feedback. You actually can embed SOAP Vault into your website and set variable rates. Please email us at support@soapvault.com and we'll walk you through it.

July 2017

Robin from Robin Horemans RMT

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

Soap vault is easy to use, easy to access for my patients, and has streamlined bookings.

I gained online booking, paperless charting, email reminders for patients of their appointments and digital intake forms. All super useful and my patients love it.

Pros

I like the online booking, It's easy to use and the patients really like it. I like the email notifications both for myself and my patients. I like that the chart notes are saved to the cloud, and secure, and that I don't have to sort through paper files anymore.

Cons

I wish Soap vault would offer a domain service for their online "book now" button. As it is, I have to purchase my web domain and hosting elsewhere, just to put the "book now" button on it. It's a hassle and costs me extra.

Response from SOAP Vault of SOAP Vault

Replied July 2017

Thanks for the feedback! Your suggestions will be passed to our Product Team!

July 2017

Erin from Erin Henwood, RMT

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

<