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SOAPware Documentation ยป FAQ's

Chapter & Lesson Total

  • Billing Specific 2
    • Q: How do I add modifiers to the existing modifiers list?
    • Q: What is a Related Dx SMARText item?
  • Database 2
    • Q: What is the PostgreSQL database top capacity?
    • Q: How do I backup my database?
  • Document Designer 4
    • Q: How do I create a new Document Design in Document Designer?
    • Q: How do I designate a document design as an Order?
    • Q: Where are the "Save To" or "Insert" data commands in Document Designer?
    • Q: How do you put a signature on a Print Report?
  • Document Review 1
    • Q: I am unable to access the Document Review workspace. The menu item is grayed out. Why?
  • Docuplates 3
    • Q: How do I create a Normal Exam docuplate?
    • Q: How do I create a docuplate?
    • Q: Can I use Document Designer commands in my docuplates?
  • Drug Interaction Notifications 2
    • Q: Why am I receiving an interaction notice?
    • Q: How do I change the severity level of Drug Interaction Notifications?
  • EM Coder 3
    • Q: Why is the Level of Risk the color red in EM Coder?
    • Q: How do I enter a Chief Complaint that will register in the EM Coder?
    • Q: What does the methodology tab display in the EM Coder?
  • Faxing 1
    • Q: How can I fax directly from SOAPware?
  • Font 2
    • Q: How can we make the font for writing text on scanned or imported documents default to a larger size font?
    • Q: How do I change the font in SOAPware?
  • Interface Specific 2
    • SOAPware compatible Labs and LIS software/services
    • Q: How does the SOAPware-Phreesia Interface work?
  • IT Specific 2
    • Q: Do we have to update SOAPware on all computers?
    • Q: How do I optimize SOAPware over an RDP Connection?
  • Miscellaneous 7
    • Q: How do I create a mailing label?
    • Q: How do I remove a document?
    • Q: What are document demographics?
    • Q: Why is my patient's chart empty?
    • Q: How do my nurses let me know when a patient is ready to been seen?
    • Q: How can I tell what version of SOAPware I am running?
    • Q: Can I run SOAPware on a Mac computer?
  • Orders 3
    • Q: Are there examples of orders available on the on-line library?
    • Q: How do I remove or add Order Entry sub-items that display in the Plan field?
    • Q: How do I remove the sub-items shown in Order Manager?
  • Pick Lists 2
    • Q: When I make a change to a pick list within a docuplate, why does this change not reflect when I insert the docuplate again into the SOAPnote?
    • Q: Why can I not deselect a pick list item after inserting it?
  • Prescriptions 8
    • Q: How do I set up ePrescribing?
    • Q: How do I change the prescription report printed from Rx Manager?
    • Q: How do I build a multi-page prescription?
    • Q: When a prescription is faxed through the Rx Manager, what format is it in?
    • Q: How do I add the office fax number to printed prescriptions?
    • Q: How do you put a prescription on hold?
    • Q: How do you add a provider's signature to an electronically prescribed prescription?
    • Q: Can you generate a prescription without having to create a new SOAPnote?
  • Printing 4
    • Q: How do I print notes for a Medicare Audit?
    • How do I include all documents in a docutainer when I use the quick print method?
    • Q: How can handouts print automatically with other Document Designs?
    • Q: How do you make a Document Design print at a specific printer?
  • Refill Requests 4
    • Q: How should I respond to a controlled substance refill request?
    • Q: How do I remove a refill request?
    • Q: Why do pharmacies send refill requests for scheduled medications if they cannot be refilled electronically?
    • Q: Why am I not receiving electronic refills from the pharmacies that automatically match with the patients in SOAPware?
  • Sales Specific 4
    • Q: Does SOAPware offer a return period?
    • Q: How do I see my SOAPware license?
    • Q: How many office staff can use each SOAPware license?
    • Q: How many computers can I install SOAPware on?
  • Security 2
    • Q: Is there a way to lock users out of the ability to customize or reset toolbars?
    • Q: Why does my newly created chart section not show up in Chart Navigator?
  • SOAPware Cloud Solution 10
    • Q: On the SOAPware Cloud Solution, how do I control the size of my screen?
    • Q: How do I logout/disconnect from my SOAPware ASP Server?
    • Q: How do I import images into a chart via the Remote Desktop?
    • Q: How do I connect to the SOAPware Cloud server?
    • Q: How do I print from a Remote Desktop Connection (RDC)?
    • Q: How does a Remote Desktop Connection "Session" work?
    • Q: How do I scan into SOAPware on the SOAPware Cloud Solution?
    • Q: What controls the speed of my ASP server?
    • Q: Why won't printers load into a Remote Desktop Session?
    • Q: Can I run SOAPware on a Mac computer through SCS?
  • SMARText 10
    • Q: What do the triangle colors next the SMARText Items mean?
    • Q: How do I change a SOAPware created shortcut code to my own shortcut code?
    • Q: Why do some words expand into text when I don't want them to, and how do I resolve this issue?
    • Q: How do I use existing SMARText items as the basis for new ones?
    • Q: How do I add a comment or free text to a structured item?
    • Q: How can I change the wording and appearance of SMARText in my documentation?
    • Q: How do I update SMARText items?
    • Q: Why do I get a "Connection Failed" error when attempting to update SMARText?
    • Q: Is there a good way to download a large amount of structured medications at once?
    • Q: How do I load the SMARText Quick Access with my top SMARText items?
  • Summary/SOAPnote Specific 8
    • Q: How do I clear/empty a field under a field header in the Summary or a SOAPnote?
    • Q: How do I add or remove the Provider name in the Follow Up field?
    • Q: Can I hide or remove certain field headers in the Summary or SOAPnote chart sections?
    • Q: How do you reassign ownership of a SOAPnote to another Provider?
    • Q: How do I import my signature directly into the SOAPnote or Encounter?
    • Q: How do you document phone calls and/or e-mail messages received from patients?
    • Q: How can a patient's past visits be viewed while also viewing the current encounter?
    • Q: How do I enter "Electronically Signed By" into my SOAPnote?
  • Support Specific 1
    • Q: I renewed my support agreement but still get a pop up asking me to renew.
  • Version 4 4
    • Q: How do I convert my old V4 shortcut codes into structured SMARText items?
    • Q: When reassigning V4 shortcut codes to a structured SMARText item, how can this change be permanent?
    • Q: Why are my print reports from V4 not printing out the patient's name/dob/address in SW 2012?
    • Q: Where are my templates from Version 4?
  • Vital Signs 1
    • Q: How do you add another Vital Sign to the Vital Signs chart section?

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 requirements.

Download Manual PDF

Other Resources

  • Clinical EMR Training Manuals

  • Clinical 2012 User Manual
  • Advanced SOAPware User Manual - Clinical
  • Practice Management Training Manuals

  • Practice Management 2012 User Manual
  • NEW 837P 5010 Crosswalk (Loops and Segments)
  • CMS 1500 Crosswalk
  • Meaningful Use Manuals

  • Meaningful Use Roadmap
  • Clinical Quality Measures User Guide (for 2012+)
  • New Features List & Release Notes

  • New Features
  • Release Notes
  • Technical Support Documentation

  • Download
  • Updates
  • Technical Support Knowledge Base
  • Installation Guides
  • SOAPware Cloud Service (SCS)

  • SOAPware Cloud Service (formerly SHS)
  • SOAPware Interface

  • SOAPware Interface
  • SOAPware FAQ's

  • FAQ's

FAQ's

  • Billing Specific

    • Q: How do I add modifiers to the existing modifiers list?
    • Q: What is a Related Dx SMARText item?
  • Database

    • Q: What is the PostgreSQL database top capacity?
    • Q: How do I backup my database?
  • Document Designer

    • Q: How do I create a new Document Design in Document Designer?
    • Q: How do I designate a document design as an Order?
    • Q: Where are the "Save To" or "Insert" data commands in Document Designer?
    • Q: How do you put a signature on a Print Report?
  • Document Review

    • Q: I am unable to access the Document Review workspace. The menu item is grayed out. Why?
  • Docuplates

    • Q: How do I create a Normal Exam docuplate?
    • Q: How do I create a docuplate?
    • Q: Can I use Document Designer commands in my docuplates?
  • Drug Interaction Notifications

    • Q: Why am I receiving an interaction notice?
    • Q: How do I change the severity level of Drug Interaction Notifications?
  • EM Coder

    • Q: Why is the Level of Risk the color red in EM Coder?
    • Q: How do I enter a Chief Complaint that will register in the EM Coder?
    • Q: What does the methodology tab display in the EM Coder?
  • Faxing

    • Q: How can I fax directly from SOAPware?
  • Font

    • Q: How can we make the font for writing text on scanned or imported documents default to a larger size font?
    • Q: How do I change the font in SOAPware?
  • Interface Specific

    • SOAPware compatible Labs and LIS software/services
    • Q: How does the SOAPware-Phreesia Interface work?
  • IT Specific

    • Q: Do we have to update SOAPware on all computers?
    • Q: How do I optimize SOAPware over an RDP Connection?
  • Miscellaneous

    • Q: How do I create a mailing label?
    • Q: How do I remove a document?
    • Q: What are document demographics?
    • Q: Why is my patient's chart empty?
    • Q: How do my nurses let me know when a patient is ready to been seen?
    • Q: How can I tell what version of SOAPware I am running?
    • Q: Can I run SOAPware on a Mac computer?
  • Orders

    • Q: Are there examples of orders available on the on-line library?
    • Q: How do I remove or add Order Entry sub-items that display in the Plan field?
    • Q: How do I remove the sub-items shown in Order Manager?
  • Pick Lists

    • Q: When I make a change to a pick list within a docuplate, why does this change not reflect when I insert the docuplate again into the SOAPnote?
    • Q: Why can I not deselect a pick list item after inserting it?
  • Prescriptions

    • Q: How do I set up ePrescribing?
    • Q: How do I change the prescription report printed from Rx Manager?
    • Q: How do I build a multi-page prescription?
    • Q: When a prescription is faxed through the Rx Manager, what format is it in?
    • Q: How do I add the office fax number to printed prescriptions?
    • Q: How do you put a prescription on hold?
    • Q: How do you add a provider's signature to an electronically prescribed prescription?
    • Q: Can you generate a prescription without having to create a new SOAPnote?
  • Printing

    • Q: How do I print notes for a Medicare Audit?
    • How do I include all documents in a docutainer when I use the quick print method?
    • Q: How can handouts print automatically with other Document Designs?
    • Q: How do you make a Document Design print at a specific printer?
  • Refill Requests

    • Q: How should I respond to a controlled substance refill request?
    • Q: How do I remove a refill request?
    • Q: Why do pharmacies send refill requests for scheduled medications if they cannot be refilled electronically?
    • Q: Why am I not receiving electronic refills from the pharmacies that automatically match with the patients in SOAPware?
  • Sales Specific

    • Q: Does SOAPware offer a return period?
    • Q: How do I see my SOAPware license?
    • Q: How many office staff can use each SOAPware license?
    • Q: How many computers can I install SOAPware on?
  • Security

    • Q: Is there a way to lock users out of the ability to customize or reset toolbars?
    • Q: Why does my newly created chart section not show up in Chart Navigator?
  • SOAPware Cloud Solution

    • Q: On the SOAPware Cloud Solution, how do I control the size of my screen?
    • Q: How do I logout/disconnect from my SOAPware ASP Server?
    • Q: How do I import images into a chart via the Remote Desktop?
    • Q: How do I connect to the SOAPware Cloud server?
    • Q: How do I print from a Remote Desktop Connection (RDC)?
    • Q: How does a Remote Desktop Connection "Session" work?
    • Q: How do I scan into SOAPware on the SOAPware Cloud Solution?
    • Q: What controls the speed of my ASP server?
    • Q: Why won't printers load into a Remote Desktop Session?
    • Q: Can I run SOAPware on a Mac computer through SCS?
  • SMARText

    • Q: What do the triangle colors next the SMARText Items mean?
    • Q: How do I change a SOAPware created shortcut code to my own shortcut code?
    • Q: Why do some words expand into text when I don't want them to, and how do I resolve this issue?
    • Q: How do I use existing SMARText items as the basis for new ones?
    • Q: How do I add a comment or free text to a structured item?
    • Q: How can I change the wording and appearance of SMARText in my documentation?
    • Q: How do I update SMARText items?
    • Q: Why do I get a "Connection Failed" error when attempting to update SMARText?
    • Q: Is there a good way to download a large amount of structured medications at once?
    • Q: How do I load the SMARText Quick Access with my top SMARText items?
  • Summary/SOAPnote Specific

    • Q: How do I clear/empty a field under a field header in the Summary or a SOAPnote?
    • Q: How do I add or remove the Provider name in the Follow Up field?
    • Q: Can I hide or remove certain field headers in the Summary or SOAPnote chart sections?
    • Q: How do you reassign ownership of a SOAPnote to another Provider?
    • Q: How do I import my signature directly into the SOAPnote or Encounter?
    • Q: How do you document phone calls and/or e-mail messages received from patients?
    • Q: How can a patient's past visits be viewed while also viewing the current encounter?
    • Q: How do I enter "Electronically Signed By" into my SOAPnote?
  • Support Specific

    • Q: I renewed my support agreement but still get a pop up asking me to renew.
  • Version 4

    • Q: How do I convert my old V4 shortcut codes into structured SMARText items?
    • Q: When reassigning V4 shortcut codes to a structured SMARText item, how can this change be permanent?
    • Q: Why are my print reports from V4 not printing out the patient's name/dob/address in SW 2012?
    • Q: Where are my templates from Version 4?
  • Vital Signs

    • Q: How do you add another Vital Sign to the Vital Signs chart section?