SOAPware Learning Center

SLC Clinical Manual

Welcome to SOAPware
- Welcome to SOAPware
- SOAPware Resources
- Backing Up SOAPware Data
Terminology
- Glossary Terms
SOAPware Education Journey
- SOAPware Education Journeys (2012)
SOAPware 2012 New Features
- 2012 New Features
For Users Converting from SOAPware Version 4 to SOAPware 2012
- Version 4 Converstion to 2012
Setup
- SOAPware Set-up
- Beginning the Set-up Process
- Manage Groups
- Provider Manager
- Removing a Provider
- Set Up Clinician(s)
- Manage Facilities
- Tools - Options
- Contacts
- Insurance Company Manager
- Pharmacy Setup
- List Options
Security Settings
- 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
- 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
- Meaningful Use Dashboard
Meaningful Use Patient Dashboard
- Outgoing Transition of Care Patient - Summary of Care
- Incoming Transition of Care Patient - Medication Reconciliation
Schedule
- 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
- Set Up: Patient Flags/Notes
- Adding Flags/Notes to a Patient's Chart
- Patient Account: Flags/Notes Tab
Workflow Considerations
- Active Provider
- Docu-Portal
- Changing Settings: User Specific, Computer Specific, and Global Settings
Introduction to Charts
- Understanding the Chart Workspace
- Chart Rack
- Creating A New Chart
- Entering Demographics
- Closing A Chart
- Accessing Patient Charts
- Chart Navigator
- Chart Navigator Views
- Closing A Chart Section
- Splitter Bars
- Default Chart Layouts
- View Chart Layouts from SOAPware Cloud 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
- 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
- Shortcut Code/Macro
- Creating and Editing SMARText Items in the SMARText Items Manager
- Creating SMARText Pick Lists
- Adding to a Pick List in SMARText Quick Access
- Editing Pick Lists
- Creating SMARText Medications
Pick Lists
- Pick Lists - Overview
- Quick Access Pick Lists
Advanced SMARText
- Create Custom Field Headers
- Remove or Hide Field Headers
Templates
- Intro to Templates
- Accessing Templates
- Template Controls
- Template Information
- Creating a Template
- Inserting a Template
- Editing a Template
- F5 Quick Entry of a Template
- Search for Templates
- Sharing and Downloading Templates
- Template Toolkit - Getting Started with Documentation
- Setting the Default Template
Docutainers
- Intro to Docutainers
- Splitter Bars
- Finding Docutainer Documents via Chart Navigator
Summary Documentation
- Intro to Summary
- Using No Known SMARText Item Types in the Summary
- TIP: Docking SMARText Quick Access
- Active Problems
- SOAPware Learns Users' Preferences
- Inactive Problems
- Surgeries
- Medications
- Family History
- Tobacco
- Allergies
- Alcohol
- Interventions
- Social History
- ROS & Physical
Vital Signs Section
- Introduction to Vital Signs
- Customizing Vital Signs View and Unit System
- Add / Edit Vital Reading Date
- Inserting Vital Signs
- Graphing Vital Signs
- Transferring Vital Signs to the Active SOAPnote
- Vital Signs Reading Types
Growth Charts Section
- Growth Charts Interface
Labs
- Creating and Editing Lab Tests
- Lab Docuplates
- Introduction to HL7 Labs
- Documenting Labs
Patient Visit Documentation - SOAPnotes Encounter Notes
- SOAP Charting
- Creating a SOAP note
- 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
- Creating an Addendum
Billing Statements
- Creating a Billing Statement
- Printing a Billing Statement
Introduction to Task Manager
- 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
- Intro to Rx Manager
- Rx Manager - Rx Pad
- Rx Manager - Medications Tab
- Rx Manager - History Tab
- Rx Manager - Refill Requests
- Checking Patient 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
- Creating SMARText Prescriptions for Durable Medical Supplies
- Faxing and Printing from Rx Manager
Introduction to Document Designer
- 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
- 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
- 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
- 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 Set-Up & Options
- Setting Default Font for Image Annotation
- Drawings
- Document Importer
- Document History
- Co-Signatures
- Signature History
Data Explorer
- 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
Flow Sheets
- Accessing & Creating Flow Sheets
- Using Flow Sheets
- Managing Flow Sheets
- Creating Flow Sheet Items
- Creating a New Flow Sheet Docuplate
- Creating a Lab Flow sheet
Order Entry
- Order Manager Set Up
- Order Manager
- Creating Order Sets
- Immunization Order Items
- Record and Submit Immunizations
Clinical Alerts
- Clinical Alerts
Clinical Quality Measures
- Clinical Quality Measures
- How to Use the CMS Quality Reporting Dashboard
HIPAA Disclosures
- Record of Disclosures
Reference
- Meaningful Use
- Upgrades and Updates (2012+)