Charting & SOAP Notes Software
Charting and SOAP notes that live on the client record.
Providers document each visit on the same profile as the client’s intake, signed consent, photos, and visit history, so the next session starts where the last one ended.
Built by Karena Zolner · 25 years in beauty and wellness operations
Charting Features
Notes where you need them, not in a paper file.
Treatment detail
Treatment notes with product and strength detail, formula tweaks, and skin sensitivities, ready before the client sits down.
Lot numbers on the chart
For injectables, lot numbers attach directly to chart notes, so a recall is a report, not a paper chase.
Notes stay with providers
Every team member has their own login, and access follows their role, so clinical notes stay with providers while the front desk sees what it needs for scheduling and checkout.
How it works
How charting and session notes work in Software by Jade.
Document every visit
Providers document visit details on the same record that holds the client’s signed consent and before-and-after photos.
Notes on the client record
SOAP notes and session notes are kept on the client’s profile, next to their intake, signed consent, photos, and visit history.
A log of who opened what
Every view and change is logged, so you can see who opened a record or updated a chart, and when.
Charting by Practice
Notes that fit the way your practice works.
Medspas & Nurse Practitioners
Clinical charting, signed consent, and before-and-after photos on one patient record, with clinical charts restricted to authorized providers and lot numbers on the chart notes.
Estheticians
Treatment notes with product and strength detail, skin history, and progress photos, so every facial, peel, or maintenance session builds on the last.
Massage Therapists
SOAP notes, health intake, and pressure preferences kept private to the therapist, while the front desk sees what it needs for scheduling and checkout.
Day Spas
Session notes for every service on one guest profile, while the front desk books without reading what a therapist wrote about a client’s health history.
Charting & SOAP Notes FAQ
Questions about charting and SOAP notes
A SOAP note is a common way to structure session notes: Subjective (what the client tells you), Objective (what you observe), Assessment, and Plan. Massage therapists and other providers use it to keep notes consistent from one session to the next.
Yes. SOAP notes and session notes are kept on the client’s profile, next to their intake, signed consent, photos, and visit history.
Each team member has their own login, and access follows their role, so clinical notes stay with providers while the front desk sees what it needs. Every view and change is logged.
Yes. Lot numbers attach directly to chart notes, and before-and-after photos are stored on the same client record.
Yes. Software by Jade runs scheduling, charting, payments, and inventory in one platform, so notes are not in a separate app.
Software by Jade is in development now. Launch timing and pricing will go to the waitlist first.
Join the Waitlist
Every note, on the right record.
Join the waitlist, and we’ll reach out as early access opens.
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