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

Statements Tab

View any patient statements that have been sent out and reproduce with the click of a button.

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Patient Statements Previous Statements Reprint Patient Statement Reproduce patient Statements Review Original Statement Statements Statements Tab View Statements
Updated on: Dec 07, 2022

Claims Tab

View all of the patient's claims and any related claim details.

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Change to Electronic Filing Change to On Hold Change to Paper Claim Change to Processed Claim ID Claim Notes Claim Status Claims Tab Cliaims History Cliam Details Details for Claim Edit Claim Details List Claims More Info New in 2012 On Hol
Updated on: Dec 07, 2022

Family Tab

View a patient's family balance and pending claims.

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Add a Dependent Family Balance Family Tab Guarantor Guarantor Information Payer/Non-Patient
Updated on: Dec 07, 2022

Ledger Tab

A summary of the patient's financial activity.

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Account Details Account Ledger Add Adjustment From Ledger Add Charge from Ledger Add Payment from Ledger Charge Details Ledger Tab Patient Account details Patient Ledger Payment Details Print Itemized Charges Print Itemized Payments Print Rece
Updated on: Dec 07, 2022

Custom Demographics Tab

Custom Demographics

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Additional Patient Demographics Custom Demographic Titles Custom Patient Information Emergency Contact
Updated on: Dec 07, 2022

Insurance Demographics Tab

Display of the patient's insurance policies

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Add New Insurance Policy to Account Add Patient Insurance Add Policy Change Patient Insurance Demographics Check Eligibility Copy Insurance Card Edit Patient Insurance Information Eligibility Download Inactivate Insurance Information insurance I
Updated on: Dec 07, 2022

Demographics Tab

Patient Demographic Information

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Add Image Add PCP Add Referring Physician Add Referring Provider Billing Information Cell Phone Demographics Ethnicity Financial Class Guarantor Information Language New in 2012 patient Patient Account Patient Account Notes Patient Address
Updated on: Dec 07, 2022

Schedule Tab

An overview of the patent's appointment details and history displayed on the Schedule tab.

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Add new Resource Add new Scheduplate Add Recurrence Add Resource Add Visit Comments Appointment Details Appointment History Appointment Scheduler Tab Cancel Appointment Cancel Visit Change Visit Status Check In Check In Patient Check-In Comm
Updated on: Dec 07, 2022

Patient Information Bar

Show the highlights of the Patient Account Information bar.

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Co-Pay amount New in 2012 Outstanding Insurance Patient DOB Patient Email Info Patient Information Bar Patient Phone View Co-Pay View Family Balance View Insurance Balance View Patient Balance View Patient Information
Updated on: Dec 07, 2022

Creating a New Patient

How to create a new Patient Account.

Manual Practice Management 2012.0.175 - 2012.0.186 User Manual

Add new Patient Add Patient Information chart Create a new Chart Create a new Patient Edit Demographics Enter a new Patient New Chart New Patient Patient Account

Archived SOAPware Documentation

Recent Updates

Statements Tab

Claims Tab

Family Tab

Ledger Tab

Custom Demographics Tab

Insurance Demographics Tab

Demographics Tab

Schedule Tab

Patient Information Bar

Creating a New Patient

Other Resources

Archived Clinical EMR Training Manuals

Archived Practice Mangement Training Manuals

Archived Meaningful Use Manuals