Recent Updates

  • Updated on: Dec 06, 2022

    Demographics Tab

    Patient Demographic Information

    Manual Practice Management 2010.2 User Manual
    Add Image Add PCP Add Referring Physician Add Referring Provider Billing Information Cell Phone Demographics Ethnicity Financial Class Guarantor Information Language Patient Account Patient Account Notes Patient Address Patient Age patient

  • Updated on: Dec 06, 2022

    Schedule Tab

    An overview of the patent's appointment details and history displayed on the Schedule tab.

    Manual Practice Management 2010.2 User Manual
    Add new Resource Add new Scheduplate Add Recurrence Add Resource Add Visit Comments Appointment Details Appointment History Appointment Scheduler Tab Cancel Appointment Cancel Visit Change Visit Status Check In Check In Patient Check-In Comm

  • Updated on: Dec 06, 2022

    Patient Information Bar

    Show the highlights of the Patient Account Information bar.

    Manual Practice Management 2010.2 User Manual
    Co-Pay amount Patient DOB Patient Email Info Patient Information Bar Patient Phone View Co-Pay View Family Balance View Patient Balance View Patient Information

  • Updated on: Dec 06, 2022

    Creating a New Patient

    How to create a new Patient Account.

    Manual Practice Management 2010.2 User Manual
    Add new Patient Add Patient Information chart Create a new Chart Create a new Patient Edit Demographics Enter a new Patient New Chart New Patient Patient Account

  • Updated on: Dec 06, 2022

    Looking Up a Patient Account

    Learn how to search for an existing patient from the Chart Rack.

    Manual Practice Management 2010.2 User Manual
    chart rack Edit Patient Details Edit Patient Information Looking up a Patient Account Patient Account Patient Chart Patient Demographics patient information Patient Insurance Information Patient Lookup Patient Search Search for a Patient Selec

  • Updated on: Dec 06, 2022

    Activate Providers/Resources for a Facility

    Steps on how to set scheduling defaults.

    To access the Scheduler, go to the SOAPware menu and click Schedule.

    Manual Practice Management 2010.2 User Manual
    Add a Facility Block Appointments Block Times Clinic Defaults for Scheduler Create a new Facility Facility Setup Manage Facilities Manage Resources Activate Providers/Resources for a Facility Add Provider to Scheduler Provider Schedule Defaults

  • Updated on: Dec 06, 2022

    15. Set Structured CPT Options

    Tools -> Options -> Structured CPT

    Manual Practice Management 2010.2 User Manual
    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

  • Updated on: Dec 06, 2022

    14. Setting Default Claim Options/Base Export Path

    Setup how paper and electronic claims are exported from the system.

    Tools -> Options -> Billing Statement

    Manual Practice Management 2010.2 User Manual
    Accept Assignment Claims Options Claims Setup Clinic Contact Name CMS 1500 Print Options Default Printer for Paper Claims Electronic Claims Setup Export Claim Paper Claims Setup 837p Claims option Contact Information Contact Phone Submit Elec

  • Updated on: Dec 06, 2022

    13. Contacts/Referring Physicians (Block 17)

    Tools -> Contacts

    Additional information in SOAPedia

    Manual Practice Management 2010.2 User Manual
    add contact Add PCP Add Referring Physician CMS 1500 Block 17 Contact Address contact manager contacts edit contact Edit Referring Provider Referring Physician Setup Referring Physicians Referring Provider NPI

  • Updated on: Dec 06, 2022

    12. Custom Demographic Titles

    Tools -> Custom Demographic Titles

    Manual Practice Management 2010.2 User Manual
    Custom Demographic Titles Additional Patient Demographics Custom Patient Information Emergency Contact Other patient information