Family Tab
View a patient's family balance and pending claims.
Family Balance
1. Guarantor: View the patient's guarantor
2. Add Dependents: Add dependents under the active patient to be included in the patient's family balance.
Archived SOAPware Documentation
This site contains all archived SOAPware documentation. This includes all training manuals and documentation for prior versions of SOAPware.
Topics
-
Practice Management Maintenance-Setup Steps 18
- Important Setup Information for SOAPware Practice Management
- Getting Setup with Gateway EDI -- What to Expect
- 1. Manage Facilities (Block 24B and Block 32)
- 2. Manage Groups/Billing Provider/ Pay To Information (Block 33)
- 3. Provider Manager (Blocks 24J and 31)
- 4. Setting Default Claim Options/Base Export Path
- 5. PM Security Administration
- 6. CPT Code Maintenance (Block 24D)
- 7. HCPCS Maintenance (Block 24D)
- 8. ICD Maintenance (Block 21)
- 9. Adjustment Maintenance
- 10. Custom Charges Maintenance
- 11. Fee Schedule Maintenance (Block 24F)
- 12. Insurance Company Manager
- 13. Contacts/Referring Physicians (Block 17)
- 14. Flags/Notes Category Manager
- 15. Custom Demographic Titles
- 16. Set Structured CPT Options
-
Updating CPT, HCPCS, and ICD-9 codes 4
-
Menus and Toolbars 7
-
Transaction Entry 10
- Post a Superbill/Billing Statement from Patient Chart
- Transfer Credit Balance
- Add Charges Manually from New Charges Tab
- More Visit Information Claim Level
- More Visit Information Charge Level
- Edit/Update Charges
- Apply Payment to Patient Account in New Charges Tab
- Apply Co-Pay/Pre-Pay to Visit
- Delete a Co-Pay from visit
- Spread One Payment to Multiple Dependents
-
Patient Ledger 11
- View Charges in Ledger
- Create a Claim from Ledger
- View Personal Payments in Ledger
- View Insurance Payment Details from Ledger
- Print Receipt/Statement by date range from Ledger
- Add Charges in Ledger
- Add Payment in Patient Ledger
- Print Receipt for Payment in Ledger
- Delete Personal Payment
- Delete an insurance payment from visit
- Add Adjustment in Ledger
-
Enter Charges 1
-
Enter Payments 1
-
Claims Manager 12
- General Work flow-Claims Manager
- Scrubbing Claims
- Scrubber Errors-How to Correct and Rebuild Claim
- On Hold
- Ready To Submit
- Submitted Tab
- Resubmit Rejected Claims
- Rebuild Multiple Claims at one time
- Refile a Claim
- Omit a paid charge when refiling from Insurance Payment Posting
- Secondary Claims
- All Tab
-
Posting Insurance Payments 2
-
Reports 20
- Accessing the Report List
- CPT Master Report
- HCPCS Master Report
- ICD Master Report
- Custom Charges Master Report
- Adjustment Code Master Report
- Fee Schedule Report
- Dependency Report
- Duplicate Report
- Payment Summary Report
- Production by Procedure Report (by Provider, Referring Provider and/or Facility)
- Statement Report
- Credit Balance Report
- Missed Charges Report
- A/R Patient Report
- A/R Carrier Report
- End of Day Report
- End of Month Report
- End of Year Report
- Custom Patient Reporting
-
Security Manager/Audit Log 1
COMMENTS/QUESTIONS:
If you have any comments or questions about the documentation, please contact the training department by submitting a training ticket here: New Training Ticket.
If you have any comments or questions for our Technical Support department, please submit a ticket by clicking here: New Support Ticket.
*Disclaimer
SOAPware, Inc. cannot guarantee the completeness or accuracy of the information presented herein. Independent research and verification of all information is necessary to ensure compliance with all Meaningful Use/MIPS requirements.
Other Resources
Archived Clinical EMR Training Manuals
- Clinical 2011 User Manual
- Clinical 2010.3 User Manual
- Clinical 2010.2 User Manual
- Clinical 2010.2 V4 Conversion Manual
- SOAPware 2010.1
Archived Practice Mangement Training Manuals
- Practice Management 2012.0.175 - 2012.0.186 User Manual
- Practice Management 2011 User Manual
- Practice Management 2010.3 User Manual
- Practice Management 2010.2 User Manual
- CMS 1500 (08/05) Crosswalk
Archived Meaningful Use Manuals
- Meaningful Use Roadmap
- Clinical Quality Measures User Guide (for 2011)