Many of the SOAPware setup tasks involve simple data entry, however, there are several areas that require clinician input and direction.  The many customizable settings and options available in SOAPware mean virtually any Individual preferences and needs related to workflow can be accommodated.

At SOAPware, we believe that empowering our users is the key to success.  We've created three categories to provide comprehensive information and support in a variety of contexts designed to fit your learning style and your busy schedule.  

There is often a need for SOAPware providers who are the owners of documents to need to be able to sign off large groups of documents in one action. For example, in most clinics, paper documents come to the clinician's attention prior to having been scanned. The Clinician signs off the paper document and then the paper document (with the signature) is scanned into the electronic chart. Unfortunately, the emerging rules for electronic signature and the standard for the "Legal Electronic Health Record" are potentially in conflict with this workflow because there are requirements to have an electronic log of the date/times associated with signatures. The solution is to implement use of the Tasks Manager in a fashion so that the documents can be signed-off in a group, all at once, with a single action.

By default, new Task items are automatically created anytime a new docutainer-document is added to a chart. (There is a security setting where this can be turned off, but we strongly discourage turning off the auto-creation of task items). The Owner for the new Task item will be the Active Provider listed in the title bar at the top of the SOAPware window when the Task item is created (i.e. a new document is created). The Assigned to will automatically default to the Active Provider  as well.

When adding a Task manually from the Tasks Manager, the Owner will default to the current User (person that is currently logged into SOAPware).

If notes have been added to a task, view those notes by Pointing at the Notes icon in the Notes column of the task item.