Areas That Do Not Convert from Version 4

When converting from SOAPware version 4.x to 2011/2012, all patient documents and information are carried over into the new version.  However, the following areas DO NOT carry over:

Pulled Chart Information does not convert

Pulled Chart Information does not convert

We now encourage our v4 users NOT TO USE Pulled Charts to manage tasks, or to track what needs to be signed/completed.  

When the new SOAPware is installed, Pulled Charts will not be displayed.

Instead, use the Tasks Manager (formerly the ToDo List) to keep track of and manage what needs to be signed/completed: Tasks Manager.

To Do List information does not convert

To Do List information does not convert

Be advised to clean up all ToDo Lists BEFORE converting to the new version of SOAPware.

Security settings do not convert

Security settings do not convert

This will be one of the first things that will need to be set up after conversion.

Enabling Security was an option in version 4, but it is required in the new SOAPware.  Security in the new SOAPware has been completely re-written to meet specific HIPAA and federal guidelines.  Security settings and security audit log information from version 4 will not be converted to SOAPware 2011/2012+.

SOAPware will automatically add Providers who have an active SOAPware license and their Role will be set as Clinician.  All other Users will need to be manually added by the clinic after conversion.  

For more information, see: Security.

Superbills and its functionality has been completely re-written

Superbills and its functionality has been completely re-written

Superbill Codes in version 4,  as seen in the above screen shot,  will not convert to the new SOAPware

The new Billing Statements in SOAPware are designed to populate with structured data only

In the new SOAPware, the Billing Statements will only populate with structured ICD and CPT codes (see example in screen shot above).   Note that the structured data will have bold, blue headers.  

In the new SOAPware this type of structured data is called SMARText.

Consultant/Contacts List

Consultant/Contacts List

At the current time, the Consultants list will not convert from v4 into the 2012 Contacts list.  It is recommended that the site print off their Consultants list prior to conversion.  The Consultants list will need to be re-entered into the 2012 Contacts List.

Certain Report Writer/Document Designer Codes Do Not Convert

There are certain V4 Report Writer commands that will not convert correctly into the new Document Designer.  

Below is a list of the converted macros that DO NOT convert correctly from V4 to SOAPware 2011/2012.  Please note that this only refers to Report Writer/Document Designer commands and it does not refer to shortcut codes/macros or anything else.  

To correct these macros, the easiest workflow is to open Document Designer in SOAPware 2011/2012 after conversion and reinsert the commands listed below onto each document design that uses them.  This is a one-time fix after conversion from V4 to 2011/2012.  

Document Designer Commands: Patient Address

Document Designer Commands: Patient Address

Report Writer Menu Item in V4                                          

General Demographics  Address

New Data Item in SOAPware 2011/2012                                              

Data Items > General Demographics > Address

Document Designer Commands: Patient Home Phone

Document Designer Commands: Patient Home Phone

Report Writer Menu Item in V4                                          

General Demographics  Home Phone                            

New Data Item in SOAPware 2011/2012                        

Data Items > General Demographics > Home Phone

Document Designer Commands: Patient Name Suffix

Document Designer Commands: Patient Name Suffix

Report Writer Menu Item in V4                                          

General Demographics  Name Suffix                              

New Data Item in SOAPware 2011/2012                        

Data Items > General Demographics > Name Suffix

Document Designer Commands: Patient Picture

Document Designer Commands: Patient Picture

Report Writer Menu Item in V4                                          

General Demographics  Patient Picture                          

New Data Item in SOAPware 2011/2012                              

Data Items > General Demographics > Patient Picture

Document Designer Commands: Patient Primary Physician

Document Designer Commands: Patient Primary Physician

Report Writer Menu Item in V4                                          

General Demographics  Primary Physician                    

New Data Item in SOAPware 2011/2012                                  

Data Items > General Demographics > Primary Physician

Document Designer Commands: Patient Social Security Number

Document Designer Commands: Patient Social Security Number

Report Writer Menu Item in V4                                          

General Demographics  Social Security                          

New Data Item in SOAPware 2011/2012                              

Data Items > General Demographics > Social Security

Document Designer Commands: Ask User Question

Document Designer Commands: Ask User Question

Report Writer Menu Item in V4                                          

Misc. Data Items  Ask User                                                

New Data Item in SOAPware 2011/2012    

Data Items > Misc. Data Items > Ask User

Document Designer Commands: Contacts

Document Designer Commands: Contacts

Report Writer Menu Item in V4                                                              

Misc. Data Items everything in the Consultants menu from V4      

New Data Item in SOAPware 2011                                

Data Items > Misc. Data Items > Contacts (all items)

Document Designer Commands: Current Date with Full Month

Document Designer Commands: Current Date with Full Month

Report Writer Menu Item in V4                                                

Misc. Data Items Current Date w/Full Month                          

New Data Item in SOAPware 2011/2012                                            

Data Items > Misc. Data Items > Dates > Current w/Full Month

Document Designer Commands: Current Date/Time

Document Designer Commands: Current Date/Time

Report Writer Menu Item in V4                                    

Misc. Data Items Current Date/Time                        

New Data Item in SOAPware 2011/2012__________        

Data Items > Misc. Data Items > Dates > Current w/Time

Document Designer Commands: Current Date/Time with Full Month

Document Designer Commands: Current Date/Time with Full Month

Report Writer Menu Item in V4                                                    

Misc. Data Items Current Date/Time w/FullMonth                  

New Data Item in SOAPware 2011/2012                                                              

Data Items > Misc. Data Items > Dates > Current w/Time and Full Month

Document Designer Commands: Clinician First Name

Document Designer Commands: Clinician First Name

Report Writer Menu Item in V4                                                    

Misc. Data Items Current Doctor First Name                            

New Data Item in SOAPware 2011/2012____                    

Data Items > Misc. Data Items > Clinician > First Name

Document Designer Commands: Clinician Last Name

Document Designer Commands: Clinician Last Name

Report Writer Menu Item in V4                                                    

Misc. Data Items Current Doctor Last Name                            

New Data Item in SOAPware 2011/2012                              

Data Items > Misc. Data Items > Clinician > Last Name

Document Designer Commands: Clinician State ID

Document Designer Commands: Clinician State ID

Report Writer Menu Item in V4                                                    

Misc. Data Items Doctor State ID                                                

New Data Item in SOAPware 2011/2012                        

Data Items > Misc. Data Items > Clinician > State ID

Document Designer Commands: Health Maintenance

Document Designer Commands: Health Maintenance

Report Writer Menu Item in V4                                                    

Misc. Data Items Health Maintenance Items*                                        

*This has been replaced by 2 HM items in 2011

New Data Item in SOAPware 2011/2012                                            

Data Items > Health Maintenance > Date Received & Next Due

Document Designer Commands: Encounter Date/Time

Document Designer Commands: Encounter Date/Time

Report Writer Menu Item in V4                                                    

SOAP Note Encounter Date                                                        

SOAP Note Encounter Time                                                        

SOAP Note  Encounter Date/Time                                              

New Data Item in SOAPware 2011/2012                                              

Data Items > SOAP Note > Encounter Date

Data Items > SOAP Note > Encounter Time

Select both Data Items for Date and Time as indicated above

Document Designer Commands: Past Rx/Dx

Document Designer Commands: Past Rx/Dx

Report Writer Menu Item in V4                              

Summary Past DX                                                    

Summary Past RX                                                    

New Data Item in SOAPware 2011/2012  

Not available

Not available

Document Designer Commands: Vital Signs

Document Designer Commands: Vital Signs

Report Writer Menu Item in V4                              

Vital Signs - BMI                                                        

Vital Signs - Head Circumference                        

New Data Item in SOAPware 2011/2012                  

Data Items > Vital Signs > BMI

Data Items > Vital Signs > Head Circumference

Document Designer Commands: Insurance

Document Designer Commands: Insurance

Report Writer Menu Item in V4                              

Insurance - Plan 1 & 2 Contact Name                

Insurance  Plan 1 & 2 Expiration Date                

Insurance  Plan 1 & 2 Note                                    

New Data Item in SOAPware 2011/2012                    

No longer available

Data Items > Insurance > Select Plan > Expires

Data Items > Insurance > Select Plan > Notes

Document Designer Commands: Insert Chart Section

Document Designer Commands: Insert Chart Section

Report Writer Menu Item in V4                              

Macros Every Insert Chart Section                        

New Data Item in SOAPware 2011/2012          

Data Items > Macros > Insert Chart Section

Document Designer Commands: Save to a Chart Section

Document Designer Commands: Save to a Chart Section

Report Writer Menu Item in V4                              

Macros Save to Misc. Reports                              

Macros Save to Pathology

Macros Save to Radiology

New Menu Item in SOAPware 2011/2012___________________________                            

These are now all located under Edit > Design Properties > Destination > "Save Copy to"

Document Designer Commands: Printer Dialog Options

Document Designer Commands: Printer Dialog Options

Report Writer Menu Item in V4                              

Format  Display Printer Dialog                              

New Menu Item in SOAPware 2011/2012  

Edit > Design Properties > Printer

Document Designer Commands: Print Additional Reports

Document Designer Commands: Print Additional Reports

Report Writer Menu Item in V4                              

Macros Print Report                                                    

(this prints an additional report when this report is printed)

New Menu Item in SOAPware 2011/2012          

Edit > Design Properties > Additional Reports

Document Designer Commands: Multi-Page Rx Reports

Document Designer Commands: Multi-Page Rx Reports

Report Writer Menu Item in V4                                    

Multi page RX reports need to be redone                

New Menu Item in SOAPware 2011/2012                                                                                                                                                                

Edit > Design Properties > Design Types > Select Rx Manager Design & Select Desired Number of Medications per Data Item

Document Designer Commands: Page Header/Footers

Document Designer Commands: Page Header/Footers

Report Writer Menu Item in V4                                    

All Headers & Footers                                                  

New Menu Item in SOAPware 2011/2012                                    

Edit > Edit Page Header/Footer or First Page Header/Footer

Document Designer Commands: Insert Page Numbers

Document Designer Commands: Insert Page Numbers

Report Writer Menu Item in V4                                    

Insert, Total Pages Count                                            

New Menu Item in SOAPware 2011/2012

Insert > Page Number or Page Count