Archived SOAPware Documentation

This site contains all archived SOAPware documentation. This includes all training manuals and documentation for prior versions of SOAPware.

Clinical 2010.2 V4 Conversion Manual

Welcome to SOAPware
- Welcome to SOAPware
SOAPware Resources
- SOAPware Resources
2010 Terminology
- Glossary Terms
Getting Started
- SOAPware v4 Conversion to 2010: Areas That Do Not Convert
Setup
- SOAPware Set-up
- Beginning the Set-up Process
- Set Up Groups
- Provider Manager
- Set Up Clinician(s)
- Set Up Facilities
- Tools - Options
- Contacts
- Insurance Company Manager
- Pharmacy Setup
Set Up Security Settings and Users
- Intro to Security
- Security Settings
- Users in Security
- Groups and Roles in Security
- Setting Practice Security Defaults
- Deleting Users & Reassign Tasks
- Security Auditing in SOAPware
Download Most Common Coded SMARText Items
- Download Most Common Coded SMARText Items
Exploring SOAPware
- 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
Document Review
- Document Review
Schedule
- 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 Appointments
- Deleting an Appointment
- Moving an Appointment
- Export the Schedule
- Schedule Reports
Data Explorer
- Data Explorer SOAPnote Medication Search
- Data Explorer Summary Diagnosis Search
Workflow Considerations
- Active Provider
- Docu-Portal
- Changing Settings: User Specific, Computer Specific, and Global Settings
Introduction to Charts
- Understanding the Chart Workspace
- Chart Interface Basics - Chart Rack
- Chart Interface Basics - Creating Charts
- Chart Interface Basics - Closing Charts
- Chart Interface Basics - Retrieving Charts
- Chart Interface Basics - Chart Navigator
- Chart Interface Basics - Closing Chart Section Viewers
- Chart Interface Basics - Docutainers
- Chart Interface Basics - Intro to Splitter Bars
- Preferred Chart Layout
- View Chart Layouts from Online Library
- Add Chart Sections to a Layout
- Remove a Chart Section
- Move a Chart Section
- Saving Chart Layouts
- Lock Chart Layouts
- Custom Chart Views/Layouts
- Chart Navigator Views
- Creating a New Chart Section
Docuplates
- Intro to Docuplates
- Accessing Docuplates
- Docuplate Controls
- Docuplate Information
- Creating a Docuplate
- Inserting a Docuplate
- Editing a Docuplate
- F5 Quick Entry of a Docuplate
- Search for Docuplates
- Sharing and Downloading Docuplates
- Docuplate Toolkit - Getting Started with Your Own Documentation
- Setting the Default Docuplate
Docutainers
- Intro to Docutainers
- Splitter Bars
- Finding Docutainer Documents via Chart Navigator
Data Entry in SOAPware
- 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
Patient Visit Documentation
- Intro to Summary
- TIP: Docking SMARText Quick Access
- Active Problems Documentation
- SOAPware Learns Your Preferences
- Inactive Problems
- Surgeries
- Medications
- Allergies
- Family History
- Tobacco
- Alcohol
- Interventions
- Social History
- ROS & Physical
Customized Field Headers
- Remove or Hide Field Headers
- Create Custom Field Headers
Vital Signs Section
- Introduction to Vital Signs
- Customizing Vital Signs View
- Add / Edit Vital Reading Date
- Inserting Vital Signs
- Graphing Vital Signs
- Transferring Vital Signs to the Active SOAPnote
- Vital Signs Reading Types
Growth Charts Section
- Interface
Labs
- Creating and Editing Lab Tests
- Lab Docuplates
- Introduction to HL7 Labs
- Documenting Labs
Patient Visit Documentation - SOAPnotes Encounter Notes
- SOAP Charting
- Creating a SOAPnote
- View Previous Encounters
- The Default Docuplate
- Subjective Entry
- Objective Entry
- Assessment Entry
- Plan Entry
- Medication Entry
- Follow Up
- Remove Unused Items
- Signing Off
Adding a SOAPnote Addendum
- Creating an Addendum
Billing Statements
- Creating a Billing Statement
- Printing a Billing Statement
Introduction to Task Manager
- Tasks Lists
- Viewing Task Notes
- Task List Functions
- Manually Add New Tasks from Task Manager
- Task Item History
- Sign Off Multiple Documents, Multiple Patients
- Printing Task Manager Lists
E-Prescribing
- Intro to Rx Manager
- Rx Manager - Rx Pad
- Rx Manager - Medications Tab
- Rx Manager - History Tab
- Refills
- Rx Manager - Refill Requests
- eRx Monitor
- Anti Tampering Features
- Default Rx Print Designs
- Scheduled Drug Routing
- Custom Sigs
- ERx Workflow
- G-Codes for Medicare Electronic Prescribing Bonus
- Creating SMARText Prescriptions for Durable Medical Supplies
Creating Patient Education Handouts
- Handouts Manager
- Selecting Handouts Automatically
- Adding a New Handout
- Editing Existing Handouts
- Deleting Existing Handouts
- Printing Individual Handouts
- Print Handouts Automatically when other Documents are Printed
- Uploading/Downloading Handouts
Heath Maintenance
- Intro to Health Maintenance
- Addressing a Rule
- Create a Rule
- Create a Rule Set
- Using the Vaccine Rule Types
- Generate a Health Maintenance Report
Pick Lists
- Pick Lists - Overview
- Quick Access Pick Lists
- Drop-Down Menu Lists Created within List Options
SMARText for the Everyday User
- Migrating from SOAPware Version 4 Codes
- Code Expander/Macro
- Creating SMARText Items in the SMARText Items Manager
- Creating SMARText Items from Quick Access
- Creating SMARText Pick Lists
Document and Chart Management
- Chart Sharing Feature
- Chart Merger Feature
- Chart Archiving Feature
- Drag and Drop Files into SOAPware
- Scanning Set-Up & Options
- Drawings
- Document Importer
- Document History
- Co-Signatures
- Signature History
Drug Courses
- Drug Course Creation
Flow Sheets
- Managing Flow Sheets
- Using Flow Sheets
- Creating a New Flow Sheet Docuplate
Introduction to Document Designer
- About Document Designer
- Creating a Basic Document Design
- Advanced Document Design
- Quick Print Key Commands
- Saving and Printing a Document Design
- Document Designer Properties
- Document Designer Commands
Order Entry
- Order Manager
- Order Entry Set Up and Quick Entry
Clinical Alerts
- Clinical Alerts
Reference
- Meaningful Use
- Upgrades and Updates