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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 18
- 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. Flags/Notes Category Manager
- 15. Custom Demographic Titles
- 16. Set Structured CPT Options
-
Updating CPT, HCPCS, and ICD-9 codes 4
-
Menus and Toolbars 7
-
Transaction Entry 10
- Post a Superbill/Billing Statement from Patient Chart
- Transfer Credit Balance
- Add Charges Manually from New Charges Tab
- More Visit Information Claim Level
- More Visit Information Charge Level
- 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
-
Patient Ledger 11
- 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
-
Enter Charges 1
-
Enter Payments 1
-
Claims Manager 12
- General Work flow-Claims Manager
- Scrubbing Claims
- Scrubber Errors-How to Correct and Rebuild Claim
- On Hold
- Ready To Submit
- Submitted Tab
- Resubmit Rejected Claims
- Rebuild Multiple Claims at one time
- Refile a Claim
- Omit a paid charge when refiling from Insurance Payment Posting
- Secondary Claims
- All Tab
-
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
- Duplicate Report
- Payment Summary Report
- Production by Procedure Report (by Provider, Referring Provider and/or Facility)
- Statement 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
- Custom Patient Reporting
-
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)