Archived SOAPware Documentation

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

Recent Updates

General Work flow-Claims Manager
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Claims Manager General Work flow-Claims Manager
Claim Notes Claim Status Claims Claims Correction Claims Manager Claims on Hold Corrected Claim Create a new Claim Electronic Claims Submission File Insurance General Work flow-Claims Manager On Hold Original Claim Paper Claims Pending Scrub
Billing -> Claims Manager

An Insurance Claim cannot be created unless insurance information has been entered in Patient Account Insurance Demographics tab.
Add Personal Payments from Billing Menu
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Enter Payments Add Personal Payments from Billing Menu
Add Payments Add Personal Payments from Billing Menu Apply Payment Enter Payments Patient Payments Personal Payments
Main Menu -> Billing -> Enter Payments

Apply personal payments to patient accounts. Make Payment dialog can also be accessed in the New Charges tab and the patient account Ledger. To apply Insurance Payments to accounts, see Post Insurance Payments.
Enter Charges from Billing Menu
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Enter Charges Enter Charges from Billing Menu
Add Charges Create New Charges Enter Charges Enter Charges from Billing Menu New Charges Post Charges
Main menu -> Billing -> Enter Charges
Change Payer/Guarantor in Make Payment dialog
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Payer/Non-Patient Accounts Change Payer/Guarantor in Make Payment dialog
Change Guarantor Change Payer Change Payer/Guarantor in Make Payment dialog Family Billing Guarantor Account Guarantor Information
Billing -> Patient Account -> Ledger tab -> Add Payment or Billing -> Patient Account -> New Charges tab-> Add Payment
Add Payer/Non-Patient Account in Demographics
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Payer/Non-Patient Accounts Add Payer/Non-Patient Account in Demographics
Add a Dependent Add Guarantor Add Payer Add Payer/Non-Patient Account in Demographics Guarantor Guarantor Information
Billing -> Patient Account -> Demographics Tab
Search Payer/Non-Patient Account
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Payer/Non-Patient Accounts Search Payer/Non-Patient Account
Guarantor Search Payer Search Payer/Non-Patient Account Search Guarantor Search Payer/Non-Patient Account Search Payers
Main menu -> Billing -> Payer/Non-Patient Account
Add Adjustment in Ledger
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Patient Ledger Add Adjustment in Ledger
Add Adjustment Add Adjustment in Ledger Adjustment Apply adjustment from Ledger Apply Adjustment to Account
Located in Billing -> Patient Account -> Ledger Tab
Delete Payment
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Patient Ledger Delete Payment
Delete Payment Delete Payment from Patient Ledger Remove Payment
Patient Account -> Ledger Tab
Add Payment in Patient Ledger
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Patient Ledger Add Payment in Patient Ledger
Add Payment Add Payment in Patient Ledger Apply Payment Apply Payment to Patient Ledger Patient Payments
Add Charges in Ledger
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Patient Ledger Add Charges in Ledger
Add Charges Add Charges in Ledger Add Custom Charges in Ledger Custom Charges Patient Account Ledger Tab
<p>Add Custom Charges to patient account from within the Ledger Tab. Select Patient Account from Chart Rack and Click on the Ledger Tab</p> <p>Note: Charges entered from the Ledger Tab will not be sent to the Claims Manager and submitted to Insurance. This option is for miscellaneous items unrel...

Archived SOAPware Documentation

Recent Updates

General Work flow-Claims Manager

Add Personal Payments from Billing Menu

Enter Charges from Billing Menu

Change Payer/Guarantor in Make Payment dialog

Add Payer/Non-Patient Account in Demographics

Search Payer/Non-Patient Account

Add Adjustment in Ledger

Delete Payment

Add Payment in Patient Ledger

Add Charges in Ledger

Other Resources

Archived Clinical EMR Training Manuals

Archived Practice Mangement Training Manuals

Archived Meaningful Use Manuals