1. Click on SOAPware on the menu bar.

2. Click on Document Import.

The Document Import consists of 4 panels separated by splitter bars.

1. The Chart Rack

2. The folders located on the computer

3. Content of the folder that was selected in the second window

4. The patient's chart sections located in the Chart Navigator.

1. Type the patient's name in the Search box.

2. Highlight the name to select that patient's chart. When the chart is selected the patient's name will be displayed in red at the bottom of the screen.

1. In the second panel, locate the folder needed and Click to highlight.

2. The contents of the folder will be displayed in the third panel.

3. Click to open the folder and locate the CCR/CCD document.

1. In the third panel, Click to highlight the document.

2. Holding down the left-click, drag the item and drop it in the desired chart section in the fourth panel.

The Add Document Task window will appear, allowing the user to assign this document to a provider to be reviewed.

Fill out the Assigned to, Action Status and Click Add.

Within the chart workspace, open the patient's chart and view the document.