Archived SOAPware Documentation

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

Recent Updates

14. Flags/Notes Category Manager
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 14. Flags/Notes Category Manager
Alert Categories alerts Bad Debt Flag account notes Patient Alerts Patient Notes
Tools->Flags/Notes Category Manager

Add Notes and Flag patient accounts to alert user when scheduling or opening account.
13. Contacts/Referring Physicians (Block 17)
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 13. Contacts/Referring Physicians (Block 17)
add contact Add PCP Add Referring Physician CMS 1500 Block 17 Contact Address contact manager contacts edit contact Edit Referring Provider new in 2010.3 New in 2012 Referring Physician Setup Referring Physicians Referring Provider additional
Tools -> Contacts

Additional information in SOAPedia
12. Insurance Company Manager
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 12. Insurance Company Manager
Active Add Insurance Company Additional IDs billing Billing Information Claims Clearinghouse ID Clearinghouse Name CMS 1500 Default Electronic Delete Insurance Company EDI Setup Edit Billing Information Edit Insurance Company Electronic Ele
Tools -> Insurance Companies
11. Fee Schedule Maintenance (Block 24F)
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 11. Fee Schedule Maintenance (Block 24F)
Allowed Charges Billing Fees Billing Maintenance Charge Amounts Charge Codes Charge Fees Contractual Agreement CPT Fees Custom Fee Schedule Default Fee Schedule Fee Schedule Maintenance Fees HCPCS Fees Insurance Agreements Insurance Contract
Tools menu -> Billing Maintenance -> Fee Schedule Maintenance
10. Custom Charges Maintenance
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 10. Custom Charges Maintenance
Billing Maintenance Cancellation Fee Clinic Charges codes Custom Charges Maintenance Custom Codes No Show Fee Office Charges
Tools menu -> Billing Maintenance -> Custom Charges Maintenance
9. Adjustment Maintenance
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 9. Adjustment Maintenance
Add Adjustment Code Adjustment Code Adjustment Lookup Adjustment Maintenance Adjustment Master Billing Maintenance Contractual Agreement Courtesy Custom Adjustments Delete Adjustment Code Disallowed Exceeds Allowed Refund Adjustment Write Off
Tools menu -> Billing Maintenance -> Adjustment Maintenance
8. ICD Maintenance (Block 21)
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 8. ICD Maintenance (Block 21)
Accident Billing Maintenance Change Description CMS 1500 Block 21 Code Lookup codes Current Codes Custom Description Deleted Code Diagnosis Codes Dx Dx Description ICD Description ICD Maintenance Illness Inactivate Injury Master Files Sh
Tools menu -> Billing Maintenance -> ICD Maintenance
7. HCPCS Maintenance (Block 24D)
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 7. HCPCS Maintenance (Block 24D)
Billing Maintenance Change Description Charge Charge Codes CMS 1500 Block 24D Code Code Description Code List Coding Current Delete HCPCS Edit Description HCPCS HCPCS Description HCPCS Maintenance HCPCS Master Inactivate Master Files Pro
Tools -> Billing Maintenance -> HCPCS Maintenance
6. CPT Code Maintenance (Block 24D)
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 6. CPT Code Maintenance (Block 24D)
Billing Maintenance Change Description Charge Charge Codes CMS 1500 Block 24D Code Code Description Code List cpt CPT Description CPT Maintenance CPT Master Current Delete CPT Edit Description Inactivate Master Files Procedural Procedure
Located in the Tools menu -> Billing Maintenance ->CPT Maintenance
5. PM Security Administration
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 5. PM Security Administration
Access Reports Access to Billing accessibility Accessible Add Dependent Add Fee Schedule Privilege Add Insurance Company Adjustment Maintenance Allow Allow Check Self Pay Apply Payment Details Billing Access Billing Maintenance Billing Securi
<p>Tools -> Security</p> <p>Billing Security options have been added for Groups, Roles and Users. Each section will have to be completed to allow Users access to assigned areas of Billing. Click on a specified action to allow access (green check mark), deny access (red X) or default to the us...

Archived SOAPware Documentation

Recent Updates

14. Flags/Notes Category Manager

13. Contacts/Referring Physicians (Block 17)

12. Insurance Company Manager

11. Fee Schedule Maintenance (Block 24F)

10. Custom Charges Maintenance

9. Adjustment Maintenance

8. ICD Maintenance (Block 21)

7. HCPCS Maintenance (Block 24D)

6. CPT Code Maintenance (Block 24D)

5. PM Security Administration

Other Resources

Archived Clinical EMR Training Manuals

Archived Practice Mangement Training Manuals

Archived Meaningful Use Manuals