Archived SOAPware Documentation

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

Recent Updates

Updated on: Dec 07, 2022

Scheduling an Appointment

Schedule a Patient Appointment

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Appointment Scheduling Appointments Make Appointment New Appointment Patient appointment schedule Patient Appointments schedule Schedule an appointment Schedule Appointment Schedule patient appointment Schedule Tab Scheduler Scheduling an appo
Updated on: Dec 07, 2022

Searching for Available Appointments

Find Open Appointments

Scheduler menu -> Find Open Appointment

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Advanced Appointment Search Appointment Available Appointments Date Range search for appointment Duration of Appointments Find Next Open Appointment Find Open Appointment Open Appointment search Open Appointments in Scheduler schedule Scheduler
Updated on: Dec 07, 2022

Schedule Reports

Access reports on the Schedule data.

Scheduler -> Reports

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Patient Report for Scheduler Patient Status reports Print Advanced Schedule Print Schedule Print Schedule Reports Print Simple Schedule Schedule Reports Scheduler Print Simple Schedule Status Report for Scheduler
Updated on: Dec 07, 2022

Export the Schedule

Export the clinic schedule.

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

export Export the Schedule Exporting Schedule include visit comments in schedule exporter schedule Select Scheduler menu to Export
Updated on: Dec 07, 2022

Coloring

Set the coloring for Appointments and Resources.

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Appointment Coloring Appointments Coloring for Appointments Resource Coloring Scheduler Coloring Scheduplate Scheduplate Coloring status Status Coloring
Updated on: Dec 07, 2022

Time Increments

Set the time increments shown on the Schedule.

Scheduler menu -> Time

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Appointment Increments Scheduler Time Increments Scheduplate Increments Select Time Increments for Appointments Set Appointment Duration Time Increments
Updated on: Dec 07, 2022

Views

View the Schedule as Days, Weeks, Months, or Work Weeks.

Scheduler menu -> View

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Days Months Schedule Options Select Schedule View View Appointments View of Scheduler Weeks Work Weeks
Updated on: Dec 07, 2022

Navigation

Show the various ways to move around in the Schedule.

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Days Months Navigate through Schedule Navigation in Scheduler Next Month Scheduler months Weeks
Updated on: Dec 07, 2022

Changing Active Facility

Changing the active facility, if a multiple site practice.

Scheduler menu -> Active Facility

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Active Facility Change Active Facility Scheduler Scheduler menu Select a Facility
Updated on: Dec 07, 2022

New Charges Tab

Transaction entry for patient charges, payments and adjustments

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Add Adjustment Code Add Charges Add Diagnosis Add Fee Add ICD Add Modifier Add Modifier in Charge Details Add More Info Add Payment Apply Co-Pay Apply Pre-Pay Claim Comments Correct Charges Prior to sending to Insurance Doctor Comments from S

Archived SOAPware Documentation

Recent Updates

Scheduling an Appointment

Searching for Available Appointments

Schedule Reports

Export the Schedule

Coloring

Time Increments

Views

Navigation

Changing Active Facility

New Charges Tab

Other Resources

Archived Clinical EMR Training Manuals

Archived Practice Mangement Training Manuals

Archived Meaningful Use Manuals