Practice Management 2011 User Manual
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Practice Management Maintenance-Setup Steps
- 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. Setting Default Claim Options/Base Export Path
- 5. PM Security Administration
- 6. CPT Code Maintenance (Block 24D)
- 7. HCPCS Maintenance (Block 24D)
- 8. ICD Maintenance (Block 21)
- 9. Adjustment Maintenance
- 10. Custom Charges Maintenance
- 11. Fee Schedule Maintenance (Block 24F)
- 12. Insurance Company Manager
- 13. Contacts/Referring Physicians (Block 17)
- 14. Custom Demographic Titles
- 15. Set Structured CPT Options
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Updating CPT, HCPCS, and ICD-9 codes
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Schedule Setup
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Menus and Toolbars
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Patient Account Overview
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Scheduling
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Transaction Entry
- Post a Superbill/Billing Statement from Patient Chart
- Transfer Credit Balance
- Add Charges Manually from New Charges Tab
- More Visit Information
- Other Provider Information
- Edit/Update Charges
- Apply Payment to Patient Account in New Charges Tab
- Apply Co-Pay/Pre-Pay to Visit
- Delete a Co-Pay from visit
- Spread One Payment to Multiple Dependents
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Patient Ledger
- View Charges in Ledger
- Create a Claim from Ledger
- View Personal Payments in Ledger
- View Insurance Payment Details from Ledger
- Print Receipt/Statement by date range from Ledger
- Add Charges in Ledger
- Add Payment in Patient Ledger
- Print Receipt for Payment in Ledger
- Delete Personal Payment
- Delete an insurance payment from visit
- Add Adjustment in Ledger
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Payer/Non-Patient Accounts
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Enter Charges
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Enter Payments
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Claims Manager
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Posting Insurance Payments
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Reports
- 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
- Duplicate Report
- Payment Summary Report
- Production by Procedure Report (by Provider, Referring Provider and/or Facility)
- Statement Report
- Outstanding Insurance Report
- Credit Balance Report
- Missed Charges Report
- A/R Patient Report
- A/R Carrier Report
- End of Day Report
- End of Month Report
- End of Year Report
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Security Manager/Audit Log