Completing the SOAD Report Form (SRF) in eMHA

The SOAD Report Form (SRF) is the core assessment document completed by Second Opinion Appointed Doctors in eMHA. The form is structured into six logical sections, each capturing a key part of the assessment process.

This guide outlines the structure of the SRF, what information is required, and how to use built-in tools like SOAD Notes.

Please note you are currently unable to complete T1 forms on Thalamos. This has been requested by the CQC, as they are required to be informed prior to this form being completed.If you need to complete a T1 form, please contact the CQC.

Structure of the SRF

The SRF is divided into six sections. All fields must be completed in order to finalise and submit the assessment.

1. Patient Details

• Pre-filled using information entered during the patient lookup step.

2. Assessment Detail

• Record the assessment process, location, and timing details.

3. Diagnosis and History

• Provide clinical background relevant to the SOAD assessment.

4. Current and Proposed Treatment

• Outline the current treatment the patient is receiving and any treatment being proposed.

5. Consultee Details

• Record the names and roles of individuals consulted during the assessment, including clinicians and others involved in care.

6. SOAD Authorisation

• Confirm your decision, complete the declaration, and sign off the assessment.

Completing the Form

• You must enter all required details in each section to complete the assessment.

• Your responses will autosave as you go.

• Navigation between sections is seamless, allowing you to move forward or return to make updates.

After Completing the SRF

Once all six sections are complete:

• You will be prompted to select the relevant statutory certificate(s).

• These certificates can then be completed and shared with the appropriate providers.

Using SOAD Notes

Throughout the SRF, you have the option to create and access SOAD Notes.

• Click “Add SOAD Notes” to enter or paste information relevant to your assessment.

• Notes are saved and can be reviewed across all sections of the SRF while the form is in progress.

• Once the SRF is submitted, your notes will be shared with the Care Quality Commission (CQC) for review.