Archived SOAPware Documentation

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

Recent Updates

Demographics Tab
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Patient Account Overview Demographics Tab
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
Patient Demographic Information
Schedule Tab
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Patient Account Overview Schedule Tab
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
An overview of the patent's appointment details and history displayed on the Schedule tab.
Patient Information Bar
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Patient Account Overview Patient Information Bar
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
Show the highlights of the Patient Account Information bar.
Creating a New Patient
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Patient Account Overview Creating a New Patient
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
How to create a new Patient Account.
Looking Up a Patient Account
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Patient Account Overview Looking Up a Patient Account
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
Learn how to search for an existing patient from the Chart Rack.
Activate Providers/Resources for a Facility
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Schedule Setup Activate Providers/Resources for a Facility
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
Steps on how to set scheduling defaults.

To access the Scheduler, go to the SOAPware menu and click Schedule.
15. Set Structured CPT Options
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Practice Management Maintenance-Setup Steps 15. Set Structured CPT Options
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
Tools -> Options -> Structured CPT
14. Setting Default Claim Options/Base Export Path
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Practice Management Maintenance-Setup Steps 14. Setting Default Claim Options/Base Export Path
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
Setup how paper and electronic claims are exported from the system.

Tools -> Options -> Billing Statement
13. Contacts/Referring Physicians (Block 17)
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 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 Referring Physician Setup Referring Physicians Referring Provider NPI
Tools -> Contacts

Additional information in SOAPedia
12. Custom Demographic Titles
Updated on: Dec 06, 2022
- Archived Practice Mangement Training Manuals Practice Management 2010.2 User Manual Practice Management Maintenance-Setup Steps 12. Custom Demographic Titles
Custom Demographic Titles Additional Patient Demographics Custom Patient Information Emergency Contact Other patient information
Tools -> Custom Demographic Titles

Archived SOAPware Documentation

Recent Updates

Demographics Tab

Schedule Tab

Patient Information Bar

Creating a New Patient

Looking Up a Patient Account

Activate Providers/Resources for a Facility

15. Set Structured CPT Options

14. Setting Default Claim Options/Base Export Path

13. Contacts/Referring Physicians (Block 17)

12. Custom Demographic Titles

Other Resources

Archived Clinical EMR Training Manuals

Archived Practice Mangement Training Manuals

Archived Meaningful Use Manuals