Terminology

Setup

• SOAPware Set Up
• Beginning the Set-up Process
• Manage Groups
• Provider Manager
• Removing a Provider
• Set Up Clinician(s)
• Manage Facilities
• Tools - Options
• Contacts
• Insurance Company Manager
• Pharmacy Setup
• List Options

Security Settings

• Intro to Security
• Security Settings
• Users in Security
• Groups and Roles in Security
• Emergency Access Role
• Security - Drug Interaction Filtering
• Security- Encounter Type
• Setting Practice Security Defaults
• Deleting Users & Reassign Tasks
• Security Auditing in SOAPware

Exploring SOAPware

• Open and Log In to SOAPware
• Exploring the SOAPware Interface - Docked Tabs
• TIP - Docking SMARText Quick Access
• What Can Be a Docked Tab?
• SOAPware Workspaces
• Understanding SOAPware Commands
• Key Commands
• Key Commands - Reference Guide
• Key-Command Customization
• Unlock a Chart

Meaningful Use Dashboard

• EHR Incentive Programs/Meaningful Use Dashboard (2014)

Schedule

• Intro to Schedule
• Entering Facility Business Hours
• Activate Providers/Resources for a Facility
• Creating Holidays/Closings
• Creating Scheduplates
• Change the Active Facility
• Navigation
• Views
• Time Increments
• Coloring
• Scheduling an Appointment
• Searching for Available Appointments
• Change the Appointment Status
• Scheduling Repeat/Recurring Appointments
• Deleting an Appointment
• Moving an Appointment
• Export the Schedule
• Schedule Reports

Patient Flags & Notes

• Set Up: Patient Flags/Notes
• Adding Flags/Notes to a Patient's Chart
• Patient Account: Flags/Notes Tab

Workflow Considerations

• Active Provider
• Changing Settings: User Specific, Computer Specific, and Global Settings

Introduction to Charts

• Understanding the Chart Workspace
• Chart Rack - Opening Patient Charts
• Creating A New Chart
• Entering Demographics
• Closing A Chart
• Chart Navigator
• Chart Navigator Views
• Closing A Chart Section
• Splitter Bars
• Default Chart Layouts
• View Chart Layouts from the SOAPware Cloud Library
• Add Chart Sections to a Layout
• Remove a Chart Section
• Move a Chart Section
• Saving Chart Layouts
• Locking Chart Layouts
• Additional Layout Options
• Creating a New Chart Section

Data Entry in SOAPware

• SMARText Introduction
• Examples of Free Text vs. Structured Text
• Free Text or Structured Data?
• Find SMARText Items
• SMARText Data Entry Methods
• Editing Text in SOAPware
• SMARText Items in Pick Lists

Creating SMARText Items

• Shortcut Code
• Creating and Editing SMARText Items in the SMARText Items Manager
• Creating SMARText Items from Quick Access
• Creating SMARText Pick Lists
• Using the Quick Add Method in the SMARText Items Manager
• Editing Pick Lists
• Creating SMARText Medications

Pick Lists

• Pick Lists - Overview
• Quick Access Pick Lists

Templates

• Template Controls
• Template Information
• Creating a Template
• Inserting a Template
• Editing a Template
• F5 Quick Entry of a Template
• Search for Templates
• Sharing and Downloading Templates
• Template Toolkit - Getting Started with Documentation
• Setting the Default Template

Docutainers

• Intro to Docutainers
• Splitter Bars
• Finding Documents via Chart Navigator

Summary Documentation

• Intro to Summary
• TIP: Docking SMARText Quick Access
• Active Problems
• SOAPware Learns Users' Preferences - Favorites List
• Inactive Problems
• Surgeries
• Medications
• Family History
• Tobacco
• Allergies
• Using No Known SMARText Item Types in the Summary
• Alcohol
• Interventions
• Social History
• ROS & Physical
• CCDA

Vital Signs Section

• Introduction to Vital Signs
• Customizing Vital Signs View and Unit System
• Add / Edit Vital Reading Date
• Inserting Vital Signs
• Graphing Vital Signs
• Printing Vital Signs or Sending a Copy to the Patient in myHEALTHware
• Transferring Vital Signs to the Active SOAP note
• Vital Signs Reading Types
• Welch Allyn Vitals

Growth Charts Section

• Growth Charts Interface
• Printing Growth Charts or Sending a Copy to the Patient in myHEALTHware

Labs

• Creating and Editing Lab Tests
• Lab Templates
• Documenting Labs
• Comparing Lab Results
• Introduction to HL7 Labs
• Receiving HL7 Lab Results
• Reviewing HL7 Lab Results
• Transferring Labs to the SOAP Note

Patient Visit Documentation - SOAPnotes Encounter Notes

• SOAP Charting
• Creating a SOAP Note
• View Previous Encounters
• The Default Template
• Subjective Entry
• Objective Entry
• Assessment Entry
• Plan Entry
• Medication Entry
• Follow Up
• Remove Unused Items
• Signing Off
• Summary To SOAP
• Field History
• Syndromic Health Surveillance

Adding a SOAPnote Addendum

• Creating an Addendum

Billing Statements

• Creating a Billing Statement
• Printing a Billing Statement

Introduction to Task Manager

• Task Lists
• Viewing Task Notes
• Task List Functions
• Auto Created Tasks
• Manually Created Tasks
• Sign and Needs Review Task Items
• Task Item History
• Sign Off Multiple Documents, Multiple Patients
• Printing Task Manager Lists
• Task Manager Workflow
• Document Review Workspace

E-Prescribing

• Identity Proofing for ePrescribing
• Intro to Rx Manager
• Rx Manager - Rx Pad
• Rx Manager - Medications Tab
• Rx Manager - History Tab
• Rx Manager - Refill Requests
• Checking Patient Rx Eligibility
• Electronic Refill Requests
• Drug and Allergy Interaction Checking
• eRx Monitor
• Anti Tampering Features
• Appropriate and Inappropriate Use of Notes to Pharmacy Sub-Item
• Default Rx Print Designs
• Scheduled Drug Routing
• Custom SIGs
• eRx Workflow
• Creating SMARText Prescriptions for Durable Medical Supplies
• Faxing and Printing from Rx Manager
• Downloading Updated Medications

Electronic Prescribing of Controlled Substances (EPCS)

• Registration and Onboarding for EPCS
• Submitting a New EPCS Rx
• Responding to EPCS Refill Requests
• EPCS Refill Requests: Denied - New Rx to Follow
• New York Prescribers: Get Ready for I-STOP!
• EPCS Audit Entry Report
• Register an Additional Token for EPCS

Ohio Prescribing Requirements

• Setting Up SOAPware for the Ohio Prescribing Requirements
• Printing and Faxing Ohio Prescriptions
• Prescriber Authentication Report
• Report Reminder System

Introduction to Document Designer

• About Document Designer
• Creating a Basic Document Design
• Advanced Document Design
• Quick Print Key Commands
• Available Document Designs
• Document Designer Properties
• Document Designer Data Item Commands

Creating Patient Education Handouts

• Handouts Manager
• Selecting Handouts Automatically
• Adding a New Handout
• Editing Existing Handouts
• Deleting Existing Handouts
• Printing Individual Handouts
• Print Handouts Alone Automatically
• Print Handouts Automatically when other Documents are Printed
• Uploading/Downloading Handouts

Health Maintenance

• Intro to Health Maintenance
• Addressing a Rule
• Create a Rule
• Create a Rule Set
• Using the Vaccine Rule Types
• Generate a Health Maintenance Report

Document and Chart Management

• Share Charts Feature
• Exporting a SOAPware Chart
• Importing a SOAPware Chart
• Importing a CCR/CCD Document
• Patient Requests Copies of Medical Records
• Chart Merger Feature
• Chart Archiving Feature
• Drag and Drop Files into SOAPware
• Scanning Into SOAPware
• Scanning with SOAPware Cloud Solution
• Setting Default Font for Image Annotation
• Drawings
• Document Importer
• Document History
• Co-Signatures
• Signature History

Clinical Reporting

• Custom Patient Reporting
• SMARTreports
• Unsigned Documents Report

Data Explorer

• Introduction to Data Explorer
• Data Explorer SOAPnote Medication Search
• Data Explorer Summary Diagnosis Search
• Create a Data Explorer Search for Lab Values
• Data Explorer Assessment Diagnosis Search
• Data Explorer Search for Health Maintenance Rules
• Data Explorer Search for Patients with a Specific Insurance Carrier
• Data Explorer Search for Multi-Sel Items

Flow Sheets

• Accessing & Creating Flow Sheets
• Using Flow Sheets
• Managing Flow Sheets
• Printing Flow Sheets
• Creating Flow Sheet Items
• Creating a New Flow Sheet Template
• Creating a Lab Flow Sheet

Order Manager

• Order Manager Set Up
• Customizing Order Items
• Placing Orders in Order Manager
• Immunization Orders
• Results Pending
• Order History
• All Pending Orders Report
• Creating Order Sets

Immunizations

• Introduction to Immunizations
• Immunizations Set Up
• Entering Performed Immunizations
• Entering Historical, Refused or Not Performed Immunizations
• Printing Immunizations
• Record and Submit Immunizations

Clinical Alerts

• Clinical Alerts

HIPAA Disclosures

• Record of Disclosures