SOAPwareXchange is an add-on module that allows communication between SOAPware and other systems. It is a bidirectional interface, meaning it will allow information to be imported from another system, such as a PMS or billing software, and allow information to be exported out of SOAPware to update other systems. Not all interfaces will utilize both sides of Xchange. Many will only be setup to allow information to import into SOAPware. The basic setup below shows how to get SOAPwareXchange ready to allow the import of information.

If you wish to learn more about SOAPwareXchange and its capabilities, visit the SOAPwareXchange white paper.

If you wish to see more information on SOAPwareXchange click here.

**Note: The following steps are applicable to SOAPware 2011, despite the difference of versions shown in the following screen shots.

The SOAPwareXchange must be open in order to process files. You will also have to Click Start > Programs > SOAPwareXchange, in order to allow results to process into SOAPware. This requires you to enter your user ID and password, just as you would with SOAPware. If you turn off the computer where the Xchange is located, you must open it again once the computer has been restarted.

*Note: Both the SOAPwareXchangeHL7 and SOAPwareXchange may be setup to auto-start by following the instructions here.

If this is the first time SOAPwareXchange has been installed, the default location will be set as it is above. The default location is C:\ProgramData\SOAPwareXchange. If you are updating the SOAPwareXchange and it has been installed previously, it will be set to the location used before.

You may also set the location where the Xchange folders are located manually by going to Settings > Set locations. There you can select the folder where it will build the directory for exchanging files.

You will need to contact your Practice Management software support to complete the setup.

If you will be exporting information out of SOAPware to another program, you will need to setup the Outbox Settings.

The System ID relates to the Sender ID from an inbound file. The System ID should be the first field in an inbound file.

Note: You should only select to Send Superbill in XML if you have confirmed with your PMS or third party vendor that they will accept this format.

The Doctor ID Map is used to map external Doctor ID’s to the ID’s used internally by SOAPware.

To add a new entry to the map-

1. Click on the “New Map” button.

2. Select the doctor’s name from the first list box, then type in the external ID and the billing system ID.*

3. Click on OK to accept the changes, or Cancel to discard them.

1. Click on the doctor’s name in the entry you wish to modify, and Click on “Edit”. The Change ID box will appear. In this box are the current billing system and external ID.

2. Change either or both of them, and click OK to accept or Cancel to discard.

*The System ID again relates to the Sender ID from an inbound file, and the External ID relates to the Provider ID.

Here is a brief explanation of the settings menu...

Suspend Operation - Stops the Xchange from processing files.

Batch Export from SOAPware - Will preform a batch export of all patient demographics to a .csv file. *The Xchange will NOT currently export patient insurance.

View/Edit Doctor ID Map - Allows you add/modify doctor ID mappings. *Used for bidirectional interfaces.

Outbox Settings - Allows you to select what information will be exported from SOAPware. *Used for bidirectional interfaces.

Date Format - Allows you select the expected format of dates sent from other systems. Typically this will remain YYYYMMDD.

Auto-Create Charts - When checked, allows the auto-creation of charts not already in SOAPware from other systems.

Empty Error Directory - Empties the Error directory, allowing you to identify recent errors easier.

Clear Patient ID Map - Clears all patient mappings from the SOAPware database.

Auto-Format Names - Allows the names in SOAPware to be formatted from your PMS/billing software.

Set Locations - Allows you to specify the location where files will be exchanged.

Here you can indicate what type of messages SOAPwareXchange will display based on importance.