Family Tab
View a patient's family balance and pending claims.
Family Balance
1. Guarantor: View the patient's guarantor
2. Add Dependents: Add dependents under the active patient to be included in the patient's family balance.
Archived SOAPware Documentation
This site contains all archived SOAPware documentation. This includes all training manuals and documentation for prior versions of SOAPware.
Topics
-
Practice Management Maintenance-Setup Steps 17
- 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. PM Security Administration
- 5. CPT Code Maintenance (Block 24D)
- 6. HCPCS Maintenance (Block 24D)
- 7. ICD Maintenance (Block 21)
- 8. Adjustment Maintenance
- 9. Custom Charges Maintenance
- 10. Fee Schedule Maintenance (Block 24F)
- 11. Insurance Company Manager
- 12. Custom Demographic Titles
- 13. Contacts/Referring Physicians (Block 17)
- 14. Setting Default Claim Options/Base Export Path
- 15. Set Structured CPT Options
-
Menus and Toolbars 7
-
Enter Charges 1
-
Enter Payments 1
-
Posting Insurance Payments 2
-
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
- Patient Duplicate Report
- Payment Summary Report
- Production by Procedure Report (by Provider, Referring Provider and/or Facility)
- Daily Receivable Summary Report
- Statement Report
- Outstanding Insurance Report
- Credit Balance Report
- SOAP Encounter Audit Report
- A/R Patient Report
- End of Day Report (In Development)
- End of Month Report (In Development)
- End of Year Report (In Development)
-
Security Manager/Audit Log 1
COMMENTS/QUESTIONS:
If you have any comments or questions about the documentation, please contact the training department by submitting a training ticket here: New Training Ticket.
If you have any comments or questions for our Technical Support department, please submit a ticket by clicking here: New Support Ticket.
*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/MIPS requirements.
Other Resources
Archived Clinical EMR Training Manuals
- Clinical 2011 User Manual
- Clinical 2010.3 User Manual
- Clinical 2010.2 User Manual
- Clinical 2010.2 V4 Conversion Manual
- SOAPware 2010.1
Archived Practice Mangement Training Manuals
- Practice Management 2012.0.175 - 2012.0.186 User Manual
- Practice Management 2011 User Manual
- Practice Management 2010.3 User Manual
- Practice Management 2010.2 User Manual
- CMS 1500 (08/05) Crosswalk
Archived Meaningful Use Manuals
- Meaningful Use Roadmap
- Clinical Quality Measures User Guide (for 2011)
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