Contacts
SOAPware can maintain a list of frequently used contacts along with their basic demographic information. SOAPware's document designs can then pull this information to create personalized documents such as referral letters. The contact list is also used to maintain frequently used names and addresses. In this fashion it functions much as a Rolodex.
Opening Contact Manager
Click Tools in the menu bar, and Click the Contact Manager menu item.
Adding Contacts
The SOAPware 2010 Contact Manager dialog has an added Insurance Information section, allowing Insurance-assigned legacy number entry in addition to the NPI number. The contact name will print in box 17 on the CMS 1500 claim form when listed as the Referring Provider in the general Demographics section of a patient chart. The NPI number typed here will print in box 17b on the CMS 1500 form and the legacy number will print in box 17a.
To add a contact, Click the Add button in the Contact Manager viewer.
New Contact
This displays the New Contact dialog as seen in the above screenshot. Complete the New Contact information and the Provider Information section for Insurance filing purposes. The UPIN field next to the NPI entry is being phased out and in current versions of SOAPware 2010, the field will be grayed out. If the UPIN is still required by certain Insurance companies, the number can be typed in the Legacy number field as instructed in the ID Number step below.
Insurance Mapping
Click the New Insurance Mapping button in the Insurance Information section. The Select Insurance Company dialog displays.
Insurance Company Manager
Click the Drop-down menu to display a list of insurance companies from the Insurance Company Manager.
ID Number
Click the Drop-down button to display the list of different types of legacy numbers, followed by the legacy number ID Qualifier. Type the contact/Referring Provider Medicare legacy number and Click Save.
Updating/Editing Contacts
1. Click a Contact list item to select-highlight.
2. Click the Edit button.
3. Perform edits.
4. Click the OK button to save, or Click the Cancel button and return to the Contact Manager viewer.
Removing Contact
1. Click a Contact list item to select-highlight.
2. Click the Remove button.
3. Click the Yes button when asked to verify the deactivation. Click Cancel to return to the Contact Manager viewer.