SOAP Note Generation Agent

This agentic workflow generates a structured SOAP note from a medical transcript by extracting subjective and objective information, assessing the data, and formulating a treatment plan.
Vellum Team
Created By
Anita Kirkovska
Expand to interact
Created By
Anita Kirkovska
Last Updated
July 31, 2025
Categories
Medical
Document extraction

How it Works / How to Build It

  • Subjective Node: Extracts patient-reported symptoms and health history from the transcript using the Subjective node.
  • Objective Node: Extracts the doctor’s observations, including vitals and physical exam results, using the Objective node.
  • Merge Node: Combines the outputs of the Subjective and Objective nodes using the MergeNode.
  • Assessment Node: Generates a clinical assessment based on the combined subjective and objective data using the Assessment node.
  • Plan Node: Creates a treatment plan based on the assessment using the Plan node.
  • Final Merge Node: Merges the outputs of the Assessment and Plan nodes using MergeNode9.
  • Final SOAP Note Generation: Compiles all sections (Subjective, Objective, Assessment, Plan) into a final SOAP note format using the FinalSOAPNoteGeneration node.
  • SOAP Note JSON Output: Outputs the final SOAP note in JSON format using the SOAPNoteJSON node.

What You Can Use This For

  • Generating SOAP notes for patient visits in healthcare settings.
  • Streamlining documentation for medical professionals.
  • Automating the creation of clinical records from audio or text transcripts.

Prerequisites

  • Vellum account.
  • Access to medical transcripts in text format.

How to Set It Up

  • Create a new workflow in Vellum and import the necessary nodes.
  • Set up the Inputs class to accept a transcript string.
  • Configure the Subjective and Objective nodes to extract relevant information from the transcript.
  • Connect the Subjective and Objective nodes to the MergeNode.
  • Link the MergeNode output to the Assessment node.
Related Templates

Discover more AI agent templates to automate different aspects of your business

Document extraction
Content generation
Agent that summarizes lengthy reports (PDF -> Summary)
Created By
Anita Kirkovska
Document extraction
PDF Data Extraction to CSV
Created By
Anita Kirkovska
AI Agents
Web Search
Page scraping
React Agent for Web Search and Page Scraping
Created By
Aaron Levin
Coding
Automated Code Review Comment Generator for GitHub PRs
Created By
David Vargas
Evaluation
Synthetic Dataset Generator
Created By
Nico Finelli
Document extraction
RAG
Q&A RAG Chatbot with Cohere reranking
Created By
Aaron Levin
Finance
Document extraction
Financial Statement Review Workflow
Created By
Anita Kirkovska
Content generation
Turn LinkedIn Posts into Articles and Push to Notion
Created By
Anita Kirkovska
Customer Service
Enhancing Customer
Trust Center RAG Chatbot
Created By
Akash Sharma
CUSTOMERS

We have changed the game of AI development — hear it from the enterprise leaders

Vellum helped us quickly evaluate prompt designs and workflows, saving us hours of development. This gave us the confidence to launch our virtual assistant in 14 U.S. markets.
Pratik Bhat
ai Product manager
We sped up AI development by 50 percent and decoupled updates from releases with Vellum. This allowed us to fix errors instantly without worrying about infrastructure uptime or costs.
Jordan Nemrow
Co-Founder & CTO @ Woflow
Vellum helped us quickly evaluate prompt designs and workflows, saving us hours of development. This gave us the confidence to launch our virtual assistant in 14 U.S. markets.
Sebi Lozano
Sr. Product Manager @ Redfin
GET STARTED

Build any AI agent with Vellum

Get started today and transform your business with intelligent automation
👋 Your partners in AI Excellence