Archived SOAPware Documentation

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

Recent Updates

Updated on: Dec 06, 2022

Billing Menu

Provide a description and orientation of the Billing menu.

Manual Practice Management 2010.2 User Manual

Billing Menu Claims Manager Enter Charges Enter Payments Patient Account Payer/Non-Patient Account Post Insurance Payments Reports menu
Updated on: Dec 06, 2022

SOAPware Menu

Provide orientation and descriptions of the SOAPware menus.

Manual Practice Management 2010.2 User Manual

Active Provider chart Data Explorer Document Import Document Review Exit SOAPware logout Reference Library schedule Security Manager Share Charts SMARText Builder SOAPware tasks
Updated on: Dec 06, 2022

Creating Scheduplates

Set up facility appointment types.

Tools > Scheduplates

Manual Practice Management 2010.2 User Manual

Appointment Types Assign Providers to Scheduplates Background Colors Coloring Scheduplates Create New Template Duration of Appointments Duration of Scheduplates Edit Resources End Cushion Facility Scheduplates Appointment Colors Foreground Colo
Updated on: Dec 06, 2022

Creating Holidays/Closings

Set up the days the facility will be closed.

Tools > Manage Facilities

Manual Practice Management 2010.2 User Manual

Block Facility Closings Scheduler Block Holiday Closings Block Times Block Times Closed Business Closed Business Hours Management Clinic Closed Closing Edit Hours of Operation Edit Schedule Times Facility Closings Holiday Provider/Resource Man
Updated on: Dec 06, 2022

Entering Facility Business Hours

Set up the hours of operation for a facility.

Tools > Manage Facilities

Manual Practice Management 2010.2 User Manual

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
Updated on: Dec 06, 2022

Apply Co-Pay/Pre-Pay to Visit

Manual Practice Management 2010.2 User Manual

Apply Co-Pay Apply Payment Apply Pre-Pay Payment Post Payment Unapplied Co-Pay Unapplied Pre-Pay
Updated on: Dec 06, 2022

Apply Payment to Patient Account in New Charges Tab

Apply Payment to New Charges

Manual Practice Management 2010.2 User Manual

Apply Co-Pay Apply Payment Apply Payment to Account Apply Payment to Patient Account in New Charges Tab Apply Pre-Pay New Charges Tab Payment Post Payment
Updated on: Dec 06, 2022

Edit/Update Charges

Manual Practice Management 2010.2 User Manual

Account Charges Add Diagnosis Add Dx Add Modifier Charge Correction Charge Details Correct Charges Prior to sending to Insurance Edit Charges Edit Visit Charges Edit/Update Charges New Charges Tab
Updated on: Dec 06, 2022

Add Charges Manually from New Charges Tab

Billing -> Patient Account -> New Charges Tab

Manual Practice Management 2010.2 User Manual

Add a Diagnosis Code Add a Modifier Add Charges Add Charges from New Charges Tab Add Custom Charges Add Visit Adding Charges Additional Charges Apply Co-Pay Apply Pre-Pay Charge Details Charges Edit Charges Edit New Charges Enter Charges Ne
Updated on: Dec 06, 2022

Post a Superbill/Billing Statement from Patient Chart

Manual Practice Management 2010.2 User Manual

billing billing statement post Post a Superbill Post Charges to Billing Posting Posting a Billing Statement Posting a Superbill superbill Add Charges from Chart Charges in SOAPnote Charges Posted from Chart

Archived SOAPware Documentation

Recent Updates

Billing Menu

SOAPware Menu

Creating Scheduplates

Creating Holidays/Closings

Entering Facility Business Hours

Apply Co-Pay/Pre-Pay to Visit

Apply Payment to Patient Account in New Charges Tab

Edit/Update Charges

Add Charges Manually from New Charges Tab

Post a Superbill/Billing Statement from Patient Chart

Other Resources

Archived Clinical EMR Training Manuals

Archived Practice Mangement Training Manuals

Archived Meaningful Use Manuals