SOAPware Documentation
Chapter & Lesson Total
-
Practice Management Maintenance-Setup Steps 21
- Important Setup Information for SOAPware Practice Management
- Getting Setup with Gateway EDI/TriZetto -- What to Expect
- 1. Manage Facilities (Block 24B and Block 32 and Statement 'Remit Payment To' Address)
- 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. Remittance Advice Remark Codes
- 13. Claim Adjustment Reason Codes
- 14. Insurance Company Manager
- 15. Contacts/Referring Physicians (Block 17)
- 16. Flags/Notes Category Manager
- 17. Custom Demographic Titles
- 18. Set Structured CPT Options
- 19. List Options
-
Updating CPT®, HCPCS, and ICD-9 codes 2
-
Menus and Toolbars 7
-
Transaction Entry 39
- Work Flow- Clinical Documentation to Creating Claim
- Remove Order Entry Items from Billing Statement
- Post a Superbill/Billing Statement from Patient Chart
- Add Default Modifier to Specific SMARText Plan Items or Order Entry
- More Visit Information Claim Level
- More Info Ambulance-Claim Level *
- More Info Contract-Claim Level *
- More Info Dates-Claim Level *
- More Info File Information-Claim Level *
- More Info Additional Claim Information (Box 19)-Claim Level
- More Info Misc Details-Claim Notes
- More Info Misc Details-Original Reference Number/ICN
- More Info Misc Details-Lab CLIA number
- More Info Misc Details-EPSDT
- More Info Misc Details-Spinal Manipulation
- More Info Misc Details-Mammography *
- More Info Misc Details-Service Authorization Exemption *
- More Info Misc Details-Investigational Device *
- More Info Misc Details-Medical Record Number *
- More Info Misc Details-Anesthesia Related Procedures
- More Info Misc Details-Condition Information *
- More Info Misc Details-Demonstration Project
- More Info Misc Details-Care Plan Oversight *
- More Info Patient Tab-Claim Level *
- More Info Property and Casualty Tab-Claim Level
- More Info Providers Tab-Claim Level
- More Info Referral/Authorization-Claim Level *
- More Info Supplemental Information Tab-Claim Level *
- More Info Vision-Claim Level *
- Additional Providers Tab-Charge Level
- More Visit Information Charge Level-Dialysis and DME
- Additional Information-Charge Level Drug Tab
- Add Description to NOC codes
- Additional Information Supporting Documentation-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 13
- 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 *
- Transfer Credit Balance
- Refund Overpayment
-
Enter Charges 3
-
Enter Payments 1
-
Claims Manager 17
- General Workflow: Claims Manager
- Step by Step Work flow-Claims Manager
- Claims Search
- Filtering Claims
- Pending Scrub
- On Hold
- Ready To Submit
- Scrubber Errors-How to Correct and Rebuild Claim
- Submitted Tab
- Resubmit Claims Rejected by Clearinghouse
- Resubmit Claims Rejected by Payer/Insurance Company
- Rebuild and Resubmit rejected file
- Omit a paid charge when refiling from Insurance Payment Posting
- Secondary Claims
- Tertiary Claims
- All Tab
- Export the displayed grid from the All Tab in Claims Manager
-
Posting Insurance Payments 3
-
Auto Posting of Insurance Payments 6
-
Reports 22
- 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 Diagnosis 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
- Insurance Payment Analysis Report
- End of Day Report
- End of Month Report
- End of Year Report
- Custom Patient Reporting
-
Security Manager/Audit Log 1
-
PM Accessibility in Read Only Mode 5
COMMENTS/QUESTIONS:
If you have any comments or questions about the documentation, please contact the training or technical support department by submitting a ticket at www.soapware.com/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, MACRA/MIPS, and CQM/PQRS requirements.
Other Resources
Clinical EMR Training Manuals
- Clinical User Manual
- Advanced SOAPware User Manual - Clinical
- Tip of the Month Articles
Practice Management Training Manuals
- Practice Management User Manual
- NEW 837P 5010 Crosswalk (Loops and Segments)
- CMS 1500 New (02/12) Crosswalk
- PM Exceptions and Solutions
Meaningful Use Manuals
- Meaningful Use 2014 Stage 1 Overview
- Meaningful Use 2014 Stage 2 Overview
- Medicare Quality Payment Program 2017
New Features List & Release Notes
- New Features
- Release Notes
- Archived New Features
Technical Support Documentation
- Download
- Updates
- Technical Support
- Installation Guides
SOAPware Cloud Service (SCS)
- SOAPware Cloud Service (formerly SHS)
SOAPware Interface
- SOAPware Interface
SOAPware FAQ's
- FAQ's
- Clinical Quality Measure Data Sets