Archived SOAPware Documentation

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Archived SOAPware DocumentationArchived Clinical EMR Training ManualsClinical 2011 User Manual ScheduleNavigation

Navigation

This lesson will show the various ways to navigate in the Schedule workspace.

Move Quickly between Days, Weeks, and Months

Move back 1 day
Move back 1 week
Move back 1 month
Move ahead 1 day
Move ahead 1 week
Move ahead 1 month

Monthly Calendar

Click the arrows to move quickly to the month desired.

Prev: Change the Active Facility
Next: Views

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Topics

Welcome to SOAPware 3
- Welcome to SOAPware
- SOAPware Resources
- Backing Up SOAPware Data
2011 Terminology 1
- Glossary Terms
SOAPware Education Journeys 1
- SOAPware Education Journeys
SOAPware 2011 New Features 2
- New Features of SOAPware 2011
- Overview of Security Changes in SOAPware 2011.0
For Users Converting from SOAPware Version 4 to SOAPware 2011 3
- Areas That Do Not Convert from Version 4
- Differences in SOAPware Version 4 and SOAPware 2011+
- V4 Conversion FAQ's
Setup 11
- SOAPware Set Up
- Beginning the Set-up Process
- Manage Groups
- Provider Manager
- Set Up Clinician(s)
- Manage Facilities
- Tools - Options
- Contacts
- Insurance Company Manager
- Pharmacy Setup
- List Options
Security Settings 11
- Intro to Security
- Security Settings
- Users in Security
- Groups and Roles in Security
- Emergency Access Role
- Security - Drug Interaction Filtering
- Security- Encounter Type
- Setting Practice Security Defaults
- Deleting Users & Reassign Tasks
- New Security Settings in SOAPware 2011
- Security Auditing in SOAPware
Exploring SOAPware 10
- Open and Log In to SOAPware
- Exploring the SOAPware Interface - Toolbars
- Exploring the SOAPware Interface - Docked Tabs
- TIP - Docking SMARText Quick Access
- What Can Be a Docked Tab?
- SOAPware Workspaces
- Understanding SOAPware Commands
- Key Commands
- Key Commands - Reference Guide
- Key-Command Customization
Meaningful Use Dashboard 0
Meaningful Use Patient Dashboard 1
- Incoming Transition of Care Patient - Medication Reconciliation
Document Review 1
- Document Review Workspace
Schedule 18
- Intro to Schedule
- Entering Facility Business Hours
- Activate Providers/Resources for a Facility
- Creating Holidays/Closings
- Creating Scheduplates
- Change the Active Facility
- Navigation
- Views
- Time Increments
- Coloring
- Scheduling an Appointment
- Searching for Available Appointments
- Change the Appointment Status
- Scheduling Repeat/Recurring Appointments
- Deleting an Appointment
- Moving an Appointment
- Export the Schedule
- Schedule Reports
Workflow Considerations 2
- Active Provider
- Changing Settings: User Specific, Computer Specific, and Global Settings
Introduction to Charts 19
- Understanding the Chart Workspace
- Chart Rack
- Creating A New Chart
- Entering Demographics
- Closing A Chart
- Accessing Patient Charts
- Chart Navigator
- Chart Navigator Views
- Closing A Chart Section
- Splitter Bars
- Default Chart Layouts
- View Chart Layouts from the SOAPware Cloud Library
- Add Chart Sections to a Layout
- Remove a Chart Section
- Move a Chart Section
- Saving Chart Layouts
- Locking Chart Layouts
- Additional Layout Options
- Creating a New Chart Section
Data Entry in SOAPware 7
- SMARText Introduction
- Examples of Free Text vs. Structured Text
- Free Text or Structured Data?
- Find SMARText Items
- SMARText Data Entry Methods
- Editing Text in SOAPware
- SMARText Items in Pick Lists
Creating SMARText Items 7
- Shortcut Code
- Creating a SMARText item for a Provider's Cursive Signature
- Creating and Editing SMARText Items in the SMARText Items Manager
- Creating SMARText Items from Quick Access
- Creating SMARText Pick Lists
- Editing Pick Lists
- Creating SMARText Medications
Pick Lists 2
- Pick Lists - Overview
- Quick Access Pick Lists
Docuplates 12
- Intro to Templates
- Accessing Templates
- Template Controls
- Template Information
- Creating a Template
- Inserting a Template
- Editing a Template
- F5 Quick Entry of a Template
- Search for Templates
- Sharing and Downloading Templates
- Template Toolkit - Getting Started with Documentation
- Setting the Default Template
Docutainers 3
- Intro to Docutainers
- Splitter Bars
- Finding Documents via Chart Navigator
Summary Documentation 15
- Intro to Summary
- Using No Known SMARText Item Types in the Summary
- TIP: Docking SMARText Quick Access
- Active Problems
- SOAPware Learns Users' Preferences - Favorites List
- Inactive Problems
- Surgeries
- Medications
- Allergies
- Family History
- Tobacco
- Alcohol
- Interventions
- Social History
- ROS & Physical
Customized Field Headers 2
- Remove or Hide Field Headers
- Create Custom Field Headers
Vital Signs Section 7
- Introduction to Vital Signs
- Customizing Vital Signs View and Unit System
- Add / Edit Vital Reading Date
- Inserting Vital Signs
- Graphing Vital Signs
- Transferring Vital Signs to the Active SOAP note
- Vital Signs Reading Types
Growth Charts Section 1
- Growth Charts Interface
Labs 4
- Creating and Editing Lab Tests
- Lab Templates
- Introduction to HL7 Labs
- Documenting Labs
Patient Visit Documentation - SOAPnotes Encounter Notes 14
- SOAP Charting
- Creating a SOAP Note
- View Previous Encounters
- The Default Template
- Subjective Entry
- Objective Entry
- Assessment Entry
- Plan Entry
- Medication Entry
- Follow Up
- Remove Unused Items
- Signing Off
- Summary To SOAP
- Syndromic Health Surveillance
Adding a SOAPnote Addendum 1
- Creating an Addendum
Billing Statements 2
- Creating a Billing Statement
- Printing a Billing Statement
Introduction to Task Manager 10
- Task Lists
- Viewing Task Notes
- Task List Functions
- Auto Created Tasks
- Manually Created Tasks
- Sign and Needs Review Task Items
- Task Item History
- Sign Off Multiple Documents, Multiple Patients
- Printing Task Manager Lists
- Task Manager Workflow
E-Prescribing 17
- Intro to Rx Manager
- Rx Manager - Rx Pad
- Rx Manager - Medications Tab
- Rx Manager - History Tab
- Rx Manager - Refill Requests
- Checking Patient Rx Eligibility
- Electronic Refill Requests
- Drug and Allergy Interaction Checking
- eRx Monitor
- Anti Tampering Features
- Default Rx Print Designs
- Scheduled Drug Routing
- Custom SIGs
- Creating a Drug Course
- eRx Workflow
- Creating SMARText Prescriptions for Durable Medical Supplies
- Faxing and Printing from Rx Manager
Introduction to Document Designer 7
- About Document Designer
- Creating a Basic Document Design
- Advanced Document Design
- Quick Print Key Commands
- Available Document Designs
- Document Designer Properties
- Document Designer Commands
Creating Patient Education Handouts 9
- Handouts Manager
- Selecting Handouts Automatically
- Adding a New Handout
- Editing Existing Handouts
- Deleting Existing Handouts
- Printing Individual Handouts
- Print Handouts Alone Automatically
- Print Handouts Automatically when other Documents are Printed
- Uploading/Downloading Handouts
Health Maintenance 6
- Intro to Health Maintenance
- Addressing a Rule
- Create a Rule
- Create a Rule Set
- Using the Vaccine Rule Types
- Generate a Health Maintenance Report
Document and Chart Management 15
- Share Charts Feature
- Exporting a SOAPware Chart
- Importing a SOAPware Chart
- Importing a CCR/CCD Document
- Patient Requests Copies of Medical Records
- Chart Merger Feature
- Chart Archiving Feature
- Drag and Drop Files into SOAPware
- Scanning Into SOAPware
- Setting Default Font for Image Annotation
- Drawings
- Document Importer
- Document History
- Co-Signatures
- Signature History
Data Explorer 6
- Introduction to Data Explorer
- Data Explorer SOAPnote Medication Search
- Data Explorer Summary Diagnosis Search
- Create a Data Explorer Search for Lab Values
- Data Explorer Assessment Diagnosis Search
- Data Explorer Search for Health Maintenance Rules
Flow Sheets 6
- Accessing & Creating Flow Sheets
- Using Flow Sheets
- Managing Flow Sheets
- Creating Flow Sheet Items
- Creating a New Flow Sheet Template
- Creating a Lab Flow Sheet
Order Entry 5
- Order Manager Set Up
- Placing Orders in Order Manager
- Creating Order Sets
- Placing Orders for Immunizations in Order Manager
- Record and Submit Immunizations
Clinical Alerts 1
- Clinical Alerts
Clinical Quality Measures 2
- Clinical Quality Measures
- How to Use the CMS Quality Reporting Dashboard
HIPAA Disclosures 1
- Record of Disclosures
Reference 2
- Meaningful Use
- Upgrades and Updates

Last Updated

Jul 05, 2017

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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.

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*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)

Recent Updates

Share Charts Feature
Backing Up SOAPware Data
Remove or Hide Field Headers
Create Custom Field Headers
Creating SMARText Prescriptions for Durable Medical Supplies