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SOAPware Learning Center
SLC Clinical Manual
For Users Converting from SOAPware Version 4 to SOAPware 2012
Version 4 Converstion to 2012
Version 4 Converstion to 2012
Click here to view the documentation for users converting from SOAPware Version 4.
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2012 New Features
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SOAPware Set-up
Topics
Welcome to SOAPware
3
Welcome to SOAPware
SOAPware 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 Converstion 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
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
2
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
Docu-Portal
Changing Settings: User Specific, Computer Specific, and Global Settings
Introduction to Charts
19
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
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
6
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
2
Pick Lists - Overview
Quick Access Pick Lists
Advanced SMARText
2
Create Custom Field Headers
Remove or Hide Field Headers
Templates
12
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
3
Intro to Docutainers
Splitter Bars
Finding Docutainer Documents via Chart Navigator
Summary Documentation
15
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
7
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
1
Growth Charts Interface
Labs
4
Creating and Editing Lab Tests
Lab Docuplates
Introduction to HL7 Labs
Documenting Labs
Patient Visit Documentation - SOAPnotes Encounter Notes
14
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
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
16
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
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
19
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
6
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
6
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
5
Order Manager Set Up
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+)
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