Handouts Manager

In SOAPware, handouts are selectable by keywords and can still be organized by categories, but now they can also be found easily through a search window. Because of this, it is no longer necessary to search through categories to find a handout. Handouts are also much more than mere text documents. It is possible to create handouts as collections of related document items, rather than just single documents.

Paper-based patient education handouts can be used in SOAPware and printed from the patient's chart. A user can select and print handouts manually, or have SOAPware automatically print them, and insert a notice of printing into the current encounter note.

Open the Handouts Manager

Open the Handouts Manager

To open the Handouts Manager, click Docutainers on the menu bar, then select the Handouts menu item.

Handouts Manager

Handouts Manager

The Handouts Manager has 3 main areas.

  1. Handout Search: The left side of the Handouts Manager has a search field/box used for searching by keywords. This area also contains the mini-toolbar buttons (e.g. New Handout, Remove Handout, Print Handout, Download, and Upload).
  2. Handouts List: Below the search field/box is the list of available handouts, which can be sorted by clicking the head of the column. These columns are Name, which displays the name of the handout, and Keywords. In order to see handouts available for download, click the Include Cloud Library Items check box. The top right area of the Handouts Manager contains the document demographics for handouts. These include Name, Description, Author, Email, and Keywords. If the user cannot see this section, it is hidden from view, click the vertical splitter bar to expand it.
  3. Handout Preview: Finally, the lower right area of the Handouts Manager contains a preview window that displays the content of the handout currently selected in the handout list. Not only can the Handouts Manager itself be re sized, but the individual sections within the Handouts Manager can be re sized using the splitter bars between the sections.

Handout Search

Handout Search

To select a handout, click in the Search field/box and type a keyword associated with the desired handout. For example, in order to select a handout on Hyperglycemia, type the diagnosis (or part of the diagnosis) into the search field. Once the keyword is entered into the search field, either press the Enter key, or click the Search (magnifying glass) button to view associated handouts.

To search for handouts that have been added by other SOAPware users, check the Include Cloud Library Items box prior to searching.

Select a Handout

Select a Handout

If there are handouts associated with the keyword, they will appear in the handouts list.

  1. Click the handout name in the item list.
  2. A preview of the handout will appear in the right side of the Handouts Manager.

Insert a Handout into the SOAPnote

Insert a Handout into the SOAPnote

Once a handout is selected it can be inserted into the currently active document. To do this, click the Insert button located under the handouts list.