Archived SOAPware Documentation

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

Recent Updates

Entering Facility Business Hours
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Schedule Setup Entering Facility Business Hours
Appointment Hours Appointment Types Business Hours Management Edit Busiiness Hours Edit Clinic Hours for Scheduler Facility Business Hours Facility Closings Hours of Operation for Scheduler Scheduler Update Scheduler
Set up the hours of operation for a facility.

Tools > Manage Facilities
Provider/Resource Recurrences
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Schedule Setup Provider/Resource Recurrences
Appointment Appointments enter provider appointments recurrence recurrences for providers reoccurring appointments
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.
Provider/Resource Outlining
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Schedule Setup Provider/Resource Outlining
Appointment Appointment Types Block Times Blocking blocks Outlining scheduling Scheduplates Shading
Setup outlining blocks for Providers and Resources to streamline their time in the office.
Activate Providers/Resources for a Facility
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Schedule Setup Activate Providers/Resources for a Facility
Activate Providers/Resources for a Facility Add a Facility Add Provider to Scheduler Block Appointments Block Times Clinic Defaults for Scheduler Create a new Facility Facility Setup Manage Facilities Manage Resources Provider Schedule Defaults
Steps on how to set scheduling defaults.

To access the Scheduler, go to the SOAPware menu and click Schedule.
Deleted Code Procedure
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Updating CPT, HCPCS, and ICD-9 codes Deleted Code Procedure
Deleted Code Deleted CPT code Deleted Procedure code
When a CPT, HCPCS or ICD-9 code is deleted or no longer a valid code, it will be removed from the SMARText database but will have to be inactivated in Tools ->Billing Maintenance-> CPT Maintenance, HCPCS Maintenance and ICD Maintenance for the PM Code Databases.
Revised Code Procedure
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Updating CPT, HCPCS, and ICD-9 codes Revised Code Procedure
Code Code Update cpt HCPCS ICD ICD-9 New codes New CPT Codes New Dx codes New HCPCS codes new in 2010.3
<p>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 code...
New Code Procedure
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Updating CPT, HCPCS, and ICD-9 codes New Code Procedure
Code Code Update cpt HCPCS ICD ICD-9 New codes New CPT Codes New Diagnosis code New Dx codes New HCPCS codes new in 2010.3
New codes will automatically be placed in the PM databases (CPT, HCPCS, ICDs) when they are downloaded from the SMARText Online Library as shown in the lesson Download new quarterly/annual codes
1. Download new quarterly/annual codes
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Updating CPT, HCPCS, and ICD-9 codes 1. Download new quarterly/annual codes
Code Code Update cpt HCPCS ICD ICD-9 New codes New CPT Codes New Diagnosis code New HCPCS codes new in 2010.3
<p>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. <...
16. Set Structured CPT Options
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Practice Management Maintenance-Setup Steps 16. Set Structured CPT Options
Block 24A Block 24B Block 24C Block 24D Block 24E Block 24G Block 24H Date of Service From Date of Service To Days or Units Emergency EPSDT Family Plan Modifiers Plan Section Sub Items related dx SMARText Codes for Billing structured CPT
Tools -> Options -> Structured CPT
15. Custom Demographic Titles
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Practice Management Maintenance-Setup Steps 15. Custom Demographic Titles
Additional Patient Demographics Custom Demographic Titles Custom Patient Information Emergency Contact Other patient information
Tools -> Custom Demographic Titles

Archived SOAPware Documentation

Recent Updates

Entering Facility Business Hours

Provider/Resource Recurrences

Provider/Resource Outlining

Activate Providers/Resources for a Facility

Deleted Code Procedure

Revised Code Procedure

New Code Procedure

1. Download new quarterly/annual codes

16. Set Structured CPT Options

15. Custom Demographic Titles

Other Resources

Archived Clinical EMR Training Manuals

Archived Practice Mangement Training Manuals

Archived Meaningful Use Manuals