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
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
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
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.
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.