Chapter & Lesson Total

• Practice Management Maintenance-Setup Steps 19
  • 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
  • 17. List Options
• Updating CPT, HCPCS, and ICD-9 codes 4
  • 1. Download new quarterly/annual codes
  • New Code Procedure
  • Revised Code Procedure
  • Deleted Code Procedure
• Schedule Setup 6
  • Activate Providers/Resources for a Facility
  • Provider/Resource Outlining
  • Provider/Resource Recurrences
  • Entering Facility Business Hours
  • Creating Holidays/Closings
  • Creating Scheduplates
• Menus and Toolbars 7
  • SOAPware Menu
  • Billing Menu
  • Scheduler Menu
  • Edit Menu
  • Tools Menu
  • View Menu
  • Help Menu
• Patient Account Overview 13
  • Looking Up a Patient Account
  • Creating a New Patient
  • Patient Information Bar
  • Schedule Tab
  • Demographics Tab
  • Insurance Demographics Tab
  • Custom Demographics Tab
  • Flags/Notes Tab
  • Ledger Tab
  • Family Tab
  • Claims Tab
  • Statements Tab
  • New Charges Tab
• Scheduling 13
  • Changing Active Facility
  • Navigation
  • Views
  • Time Increments
  • Coloring
  • Export the Schedule
  • Schedule Reports
  • Searching for Available Appointments
  • Scheduling an Appointment
  • Moving an Appointment
  • Deleting an Appointment
  • Changing Appointment Status
  • Scheduling Repeat Appointments
• Transaction Entry 11
  • Workflow - Clinical Documentation to Claim Creation
  • 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
• Payer/Non-Patient Accounts 4
  • Add a Payer/Non-Patient Account
  • Add Payer/Non-Patient Account in Demographics
  • Add Dependents to Payer/Non-Patient Account
  • Change Payer/Guarantor in Make Payment dialog
• Enter Charges 1
  • Enter Charges from Billing Menu
• Enter Payments 1
  • Add Personal Payments from Billing Menu
• 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
  • Introduction to Insurance Payment Posting
  • Create Insurance Payment
• 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
  • Security Manager

COMMENTS/QUESTIONS:
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*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.

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

• 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