Archived SOAPware Documentation

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

Recent Updates

4. Setting Default Claim Options/Base Export Path
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 4. Setting Default Claim Options/Base Export Path
837p Claims option Accept Assignment Auto Submit Claims Options Claims Setup Clearinghouse ID Clinic Contact Name CMS 1500 Print Options Contact Information Contact Phone Default Printer for Paper Claims Electronic Claims Setup Export Claim
Setup how paper and electronic claims are exported from the system.

Tools -> Billing Maintenance -> Claims Options
3. Provider Manager (Blocks 24J and 31)
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 3. Provider Manager (Blocks 24J and 31)
Add Provider Append Name to Follow Up Field on SOAPNote Creation Associate Provider with Group Billing Maintenance Block 31 Clinician Information Clinician Setup CMS 1500 Block 24J CMS 1500 Block 31 Exam Headers General Provider Info Insert Exa
Tools -> Provider Manager
2. Manage Groups/Billing Provider/ Pay To Information (Block 33)
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 2. Manage Groups/Billing Provider/ Pay To Information (Block 33)
9 digit Zip Billing Additional ID Billing Address Billing Information Billing Maintenance Billing NPI Billing Provider Billing Provider NPI Billing Provider Tax ID Billing SS# Billing Tax ID Billing UPIN CMS 1500 Block 33 Entity Type FED Tax
Tools menu -> Manage Groups
1. Manage Facilities (Block 24B and Block 32)
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 1. Manage Facilities (Block 24B and Block 32)
Billing Inquiries Phone number Billing Maintenance Block 24B Block 32 Block 33 Facility Facility Additional IDs Facility CLIA Facility NPI Facility Schedule Setup New in 2012 place of service POS POS Code State ID
Tools -> Manage Facilities
Getting Setup with Gateway EDI -- What to Expect
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 Getting Setup with Gateway EDI -- What to Expect
A brief description of the Provider Enrollment process.

(Color coding is used to denote participant roles and associated activities.)
Blue = Office
Teal = SOAPware
Black = Gateway EDI (GEDI)
Important Setup Information for SOAPware Practice Management
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 Important Setup Information for SOAPware Practice Management
Before you begin setup Setup Information
Flags/Notes Tab
Updated on: Dec 07, 2022
- Archived Practice Mangement Training Manuals Practice Management 2012.0.175 - 2012.0.186 User Manual Patient Account Overview Flags/Notes Tab
flags flags/notes notes
Print Handouts Alone Automatically
Updated on: Dec 07, 2022
- Archived Clinical EMR Training Manuals Clinical 2011 User Manual Creating Patient Education Handouts Print Handouts Alone Automatically
handouts MU print alone
This lesson will guide the user through the steps necessary to print out handouts alone, automatically, as part of a patient visit.
How to Use the CMS Quality Reporting Dashboard
Updated on: Dec 07, 2022
- Archived Clinical EMR Training Manuals Clinical 2011 User Manual Clinical Quality Measures How to Use the CMS Quality Reporting Dashboard
- Archived Meaningful Use Manuals Clinical Quality Measures User Guide (for 2011) Clinical Quality Measures (CQMs) How to Use the CMS Quality Reporting Dashboard
CMS Meaningful Use MU Quality Measures reporting
4. Attest to Meaningful Use
Updated on: Dec 07, 2022
- Archived Meaningful Use Manuals Meaningful Use Roadmap Registration and Attestation 4. Attest to Meaningful Use
attestation Meaningful Use