Recent Updates
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Updated on: Dec 06, 2022
Tasks Lists
The To Do List from V4 is now the Tasks Manager. Some changes include:
* Control buttons (Add, Remove, etc.) have been replaced with the quick access buttons at the top of the task viewer.
* The user drop down list has been moved to the top of the Task Viewer.
* Columns displayed in the Task View can be selected.
* Tasks can contain more information including owners and notes.
* Notes can now be displayed as a column and as an icon. Note contents can be viewed by placing the mouse cursor over the note icon.
* The Tasks Manager can display all tasks for any patient selected.
* The Tasks Manager can show all tasks owned by specific user.
* Reminders can be associated with task items resulting in the display of a reminder when the tasks are due.
IMPORTANT: The To Do Lists do not convert from version 4. Make sure that all To Do List items are completed or removed before conversion.
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Updated on: Dec 06, 2022
Document History
With the Document History option, you can view the history of documents in a patient chart. This allows for complete tracking of the changes to a document over time. This includes signatures, added documents, updated fields, etc.
You can view who changed a document (User column), and when it was changed.
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Updated on: Dec 06, 2022
Document Importer
There are 2 main mechanisms for adding outside documents to SOAPware. In each viewer, there is a Scan button allowing for the addition of documents directly into a patient's open SOAPware chart. The Document Import workspace is the second option and is the main mechanism for importing documents into SOAPware. Document Importer is the topic for the rest of this discussion. The Document Import workspace is used for importing documents and files from outside of SOAPware directly into patient charts without having to open each, individual patient chart in the Chart workspace. It is especially useful when dealing with large numbers of files spanning multiple charts, such as when you need to import documents created during bulk scanning operations.
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Updated on: Dec 06, 2022
Scanning Set-Up & Options
There are several options that you can set to customize Scanning settings for your needs. To access the Scanning Options area, Click Tools, Options, and Select Scanning from the tree view.
SOAPware Scanning allows you to initiate an image scan from within SOAPware, and to have the resulting image imported directly into the current Document as a new Document Item.
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Updated on: Dec 06, 2022
Drag and Drop Files into SOAPware
Drag and Drop files into almost any area of the patient chart. You will have the ability to drop a file by either attaching it to an existing docutainer or you can drop directly into an open field.
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Updated on: Dec 06, 2022
Chart Archiving Feature
The Chart Archiver is a tool that allows you to archive a patient’s chart, removing it from the Chart Rack. This is useful for keeping the chart rack cleared of inactive charts, reducing the amount of time you spend looking for the charts you need.
You can also un-archive a chart at any time using the Chart Archiver, placing it back on the Chart Rack and making it available for use.
**You must sign off all documents in a chart to be able to archive the chart. To check if the chart has any unsigned documents, go to Docutainers -- unsigned. From here, the provider can sign off any documents that need to be signed off.
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Updated on: Dec 06, 2022
Chart Merger Feature
If you accidentally create two charts for the same patient, this function will allow you to merge them into one chart.
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Updated on: Dec 06, 2022
Chart Sharing Feature
*REQUIRED FOR MEANINGFUL USE (MU) CORE REQUIREMENT - PROVIDE PATIENTS COPIES OF RECORDS
Click here to view Meaningful Use Criteria
*REQUIRED FOR MEANINGFUL USE (MU) OPTIONAL MENU SET (CHOOSE 5 OF 10) - CLINICAL SUMMARIES - AT CARE TRANSITIONS
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Updated on: Dec 06, 2022
Document Designer Commands
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Updated on: Dec 06, 2022
Document Designer Properties
Once the document has been completed, there will be other, very important commands that you will need to consider adding to your document. These commands are hidden in the background, but are embedded within the design. The Design Properties dialog offers the user a variety of options for controlling how a document design functions. These options are specific to the design so each can be controlled to an even greater extent.