Chapter & Lesson Total

• Welcome to SOAPware 4
  • Welcome to SOAPware
  • SOAPware Resources
  • Help Menu: Activity Based Training Resources
  • Backing Up SOAPware Data
• Terminology 1
  • Glossary Terms
• SOAPware Education Journey 1
  • SOAPware Education Journeys (2012)
• SOAPware 2012 New Features 1
  • 2012 New Features
• For Users Converting from SOAPware Version 4 to SOAPware 2012 1
  • Version 4 Conversion to 2012
• Setup 12
  • SOAPware Set-up
  • Beginning the Set-up Process
  • Manage Groups
  • Provider Manager
  • Removing a Provider
  • Set Up Clinician(s)
  • Manage Facilities (2012)
  • Tools - Options
  • Contacts
  • Insurance Company Manager
  • Pharmacy Setup
  • List Options
• Security Settings 10
  • Intro to Security
  • Security Settings
  • Users in Security
  • Groups and Roles in Security
  • Emergency Access Role
  • Security - Drug Interaction Filtering
  • Security- Encounter Type
  • Setting Practice Security Defaults
  • Deleting Users & Reassign Tasks
  • Security Auditing in SOAPware
• Exploring SOAPware 10
  • Open and Log In to SOAPware
  • Exploring the SOAPware Interface - Toolbars
  • Exploring the SOAPware Interface - Docked Tabs
  • TIP - Docking SMARText Quick Access
  • What Can Be a Docked Tab?
  • SOAPware Workspaces
  • Understanding SOAPware Commands
  • Key Commands
  • Key Commands - Reference Guide
  • Key-Command Customization
• Meaningful Use Dashboard 1
  • Meaningful Use Dashboard
• Meaningful Use Patient Dashboard 3
  • Patient Meaningful Use Dashboard
  • Outgoing Transition of Care Patient - Summary of Care
  • Incoming Transition of Care Patient - Medication Reconciliation
• Schedule 18
  • Intro to Schedule
  • Entering Facility Business Hours
  • Activate Providers/Resources for a Facility
  • Creating Holidays/Closings
  • Creating Scheduplates
  • Change the Active Facility
  • Navigation
  • Views
  • Time Increments
  • Coloring
  • Scheduling an Appointment
  • Searching for Available Appointments
  • Change the Appointment Status
  • Scheduling Repeat Appointments
  • Deleting an Appointment
  • Moving an Appointment
  • Export the Schedule
  • Schedule Reports
• Patient Flags & Notes 3
  • Set Up: Patient Flags/Notes
  • Adding Flags/Notes to a Patient's Chart
  • Patient Account: Flags/Notes Tab
• Workflow Considerations 3
  • Active Provider
  • Updox for SOAPware
  • Changing Settings: User Specific, Computer Specific, and Global Settings
• Introduction to Charts 19
  • Understanding the Chart Workspace
  • Chart Rack (2012)
  • Creating A New Chart
  • Entering Demographics
  • Closing A Chart
  • Accessing Patient Charts (2012)
  • Chart Navigator
  • Chart Navigator Views
  • Closing A Chart Section
  • Splitter Bars
  • Default Chart Layouts
  • View Chart Layouts from Online Library
  • Add Chart Sections to a Layout
  • Remove a Chart Section
  • Move a Chart Section
  • Saving Chart Layouts
  • Locking Chart Layouts
  • Additional Layout Options
  • Creating a New Chart Section
• Data Entry in SOAPware 7
  • SMARText Introduction
  • Examples of Free Text vs. Structured Text
  • Free Text or Structured Data?
  • Find SMARText Items
  • SMARText Data Entry Methods
  • Editing Text in SOAPware
  • SMARText Items in Pick Lists
• Creating SMARText Items 7
  • Shortcut Code
  • Creating and Editing SMARText Items in the SMARText Items Manager
  • Creating SMARText Items from Quick Access
  • Creating SMARText Pick Lists
  • Using the Quick Add Method in the SMARText Items Manager
  • Editing Pick Lists
  • Creating SMARText Medications
• Pick Lists 2
  • Pick Lists - Overview
  • Quick Access Pick Lists
• Docuplates 12
  • Intro to Docuplates
  • Accessing Docuplates
  • Docuplate Controls
  • Docuplate Information
  • Creating a Docuplate
  • Inserting a Docuplate
  • Editing a Docuplate
  • F5 Quick Entry of a Docuplate
  • Search for Docuplates
  • Sharing and Downloading Docuplates
  • Docuplate Toolkit - Getting Started with Documentation
  • Setting the Default Docuplate
• Docutainers 3
  • Intro to Docutainers
  • Splitter Bars
  • Finding Docutainer Documents via Chart Navigator
• Summary Documentation 15
  • Intro to Summary
  • TIP: Docking SMARText Quick Access
  • Active Problems
  • SOAPware Learns Users' Preferences
  • Inactive Problems
  • Surgeries
  • Medications
  • Family History
  • Tobacco
  • Allergies (New Allergy Items Available in 2012)
  • Using No Known SMARText Item Types in the Summary
  • Alcohol
  • Interventions
  • Social History
  • ROS & Physical
• Vital Signs Section 9
  • Introduction to Vital Signs
  • Customizing Vital Signs View and Unit System
  • Add / Edit Vital Reading Date
  • Inserting Vital Signs
  • Graphing Vital Signs
  • Printing Vital Signs
  • Transferring Vital Signs to the Active SOAPnote
  • Vital Signs Reading Types
  • Welch Allyn Vitals
• Growth Charts Section 1
  • Growth Charts Interface
• Labs 8
  • Creating and Editing Lab Tests
  • Lab Docuplates
  • Documenting Labs
  • Comparing Lab Results
  • Introduction to HL7 Labs
  • Receiving HL7 Lab Results
  • Reviewing HL7 Lab Results
  • Transferring Labs to the SOAPnote
• Patient Visit Documentation - SOAPnotes Encounter Notes 14
  • SOAP Charting
  • Creating a SOAPnote
  • View Previous Encounters
  • The Default Docuplate
  • Subjective Entry
  • Objective Entry
  • Assessment Entry
  • Plan Entry
  • Medication Entry
  • Follow Up
  • Remove Unused Items
  • Signing Off
  • Summary To SOAP
  • Syndromic Health Surveillance
• Adding a SOAPnote Addendum 1
  • Creating an Addendum
• Billing Statements 2
  • Creating a Billing Statement
  • Printing a Billing Statement
• Introduction to Task Manager 11
  • Task Lists
  • Viewing Task Notes
  • Task List Functions
  • Auto Created Tasks
  • Manually Created Tasks
  • Sign and Needs Review Task Items
  • Task Item History
  • Sign Off Multiple Documents, Multiple Patients
  • Printing Task Manager Lists
  • Task Manager Workflow
  • Document Review Workspace
• E-Prescribing 17
  • Intro to Rx Manager
  • Rx Manager - Rx Pad
  • Rx Manager - Medications Tab
  • Rx Manager - History Tab
  • Rx Manager - Refill Requests
  • Checking Patient Rx Eligibility
  • Electronic Refill Requests
  • Drug and Allergy Interaction Checking
  • eRx Monitor
  • Anti Tampering Features
  • Default Rx Print Designs
  • Scheduled Drug Routing
  • Custom SIGs
  • eRx Workflow
  • G-Codes for Medicare Electronic Prescribing Bonus
  • Creating SMARText Prescriptions for Durable Medical Supplies
  • Faxing and Printing from Rx Manager
• Ohio Prescribing Requirements 4
  • Setting Up SOAPware for the Ohio Prescribing Requirements
  • Printing and Faxing Ohio Prescriptions
  • Prescriber Authentication Report
  • Report Reminder System
• Introduction to Document Designer 8
  • About Document Designer
  • Creating a Basic Document Design
  • Using a Document Design to Print a Clinical Summary
  • Advanced Document Design
  • Quick Print Key Commands
  • Saving and Printing a Document Design
  • Document Designer Properties
  • Document Designer Commands (2012)
• Creating Patient Education Handouts 9
  • Handouts Manager
  • Selecting Handouts Automatically
  • Adding a New Handout
  • Editing Existing Handouts
  • Deleting Existing Handouts
  • Printing Individual Handouts
  • Print Handouts Alone Automatically
  • Print Handouts Automatically when other Documents are Printed
  • Uploading/Downloading Handouts
• Health Maintenance 6
  • Intro to Health Maintenance
  • Addressing a Rule
  • Create a Rule
  • Create a Rule Set
  • Using the Vaccine Rule Types
  • Generate a Health Maintenance Report
• Document and Chart Management 20
  • Online Access for Patients
  • Chart Sharing Feature
  • Exporting a SOAPware Chart
  • Importing a SOAPware Chart
  • Continuity of Care Record (CCR) Feature
  • Importing a CCR/CCD Document
  • Generate CCR Document
  • Clinical Summaries for Each Office Visit
  • Patient Requests Copies of Medical Records
  • Chart Merger Feature
  • Chart Archiving Feature
  • Drag and Drop Files into SOAPware
  • Scanning Into SOAPware
  • Scanning with SOAPware Cloud Solution
  • Setting Default Font for Image Annotation
  • Drawings
  • Document Importer
  • Document History
  • Co-Signatures
  • Signature History
• Data Explorer 7
  • Introduction to Data Explorer
  • Data Explorer SOAPnote Medication Search
  • Data Explorer Summary Diagnosis Search
  • Create a Data Explorer Search for Lab Values
  • Data Explorer Assessment Diagnosis Search
  • Data Explorer Search for Health Maintenance Rules
  • Data Explorer Search for Patients with a Specific Insurance Carrier
• Flow Sheets 7
  • Accessing & Creating Flow Sheets
  • Using Flow Sheets
  • Managing Flow Sheets
  • Printing Flow Sheets
  • Creating Flow Sheet Items
  • Creating a New Flow Sheet Docuplate
  • Creating a Lab Flow Sheet
• Order Entry 5
  • Order Entry Set Up and Quick Entry
  • Order Manager
  • Creating Order Sets
  • Immunization Order Items
  • Record and Submit Immunizations
• Clinical Alerts 1
  • Clinical Alerts
• Clinical Quality Measures 2
  • Clinical Quality Measures
  • How to Use the CMS Quality Reporting Dashboard
• HIPAA Disclosures 1
  • Record of Disclosures
• Reference 2
  • Meaningful Use
  • Upgrades and Updates (2012+)

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 (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