Setup recurring appointments for Providers and Resources to block out their schedule in the intervals selected and not allow any other appointments to be scheduled.

Steps on how to set scheduling defaults.

To access the Scheduler, go to the SOAPware menu and click Schedule.

Update Revised CPT, HCPCS and ICD-9 codes. When the steps are followed and completed in the lesson Download new quarterly/annual codes, the revised codes will be updated automatically in the PM Code Database. NOTE: Any custom descriptions that were entered prior to the download of the new codes will remain intact during the update. Revised codes can be identified in SMARText Items by the keyword **NeedsUpdated-2011**

Steps to download the latest database of CPT, HCPCS or ICD codes - When the below steps are followed and completed, any new or revised codes will be downloaded on your local database, and any newly inactivated codes for the coming year will no longer be available on SMARText Online database.

Clinical Suite Only: New codes will be automatically added to the Billing Maintenance databases, and revised codes, when downloaded on the SMARText Online library, will be updated in the Billing Maintenance databases. Deleted codes will have to be inactivated manually.

Tools -> Custom Demographic Titles