Archived SOAPware Documentation

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

Recent Updates

Statements Tab
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Statements Tab
Patient Statements Previous Statements Reprint Patient Statement Reproduce patient Statements Review Original Statement Statements Statements Tab View Statements
View any patient statements that have been sent out and reproduce with the click of a button.
Claims Tab
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Claims Tab
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
View all of the patient's claims and any related claim details.
Family Tab
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Family Tab
Add a Dependent Family Balance Family Tab Guarantor Guarantor Information Payer/Non-Patient
View a patient's family balance and pending claims.
Ledger Tab
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Ledger Tab
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
A summary of the patient's financial activity.
Custom Demographics Tab
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Custom Demographics Tab
Additional Patient Demographics Custom Demographic Titles Custom Patient Information Emergency Contact
Custom Demographics
Insurance Demographics Tab
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Insurance Demographics Tab
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
Display of the patient's insurance policies
Demographics Tab
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Demographics Tab
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
Patient Demographic Information
Schedule Tab
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Schedule Tab
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
An overview of the patent's appointment details and history displayed on the Schedule tab.
Patient Information Bar
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Patient Information Bar
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
Show the highlights of the Patient Account Information bar.
Creating a New Patient
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Creating a New Patient
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
How to create a new 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