Click on SOAPware from the file menu bar, and Select Data Explorer. This will close the Chart workspace and open the Data Explorer workspace.

1. Click on the Green Plus button to create a new blank query.
2. Name the query.

1. Click on "Search Chart Sections" to display a list of available chart section in the SMARText Quick Access window.
2. Un-check the "All Chart Sections" box.
3. Check Demographics.

1. Click on "for Documents of type."
2. Click on the drop-down menu in the SMARText Quick Access.
3. Select "Insurance Demographics Search Values."

1. Click on "With the value of."
2. Click on the drop-down menu in the SMARText Quick Access.
3. Click to select "Company."

1. Click on the drop-down menu in the SMARText Quick Access
2. Choose the insurance you are searching for.

To begin searching the database, Click the Search button located in the bottom right hand corner of the Data Explorer workspace.

*Note: Depending on the size of the users database, the search time can be lengthy. We recommend that you do not perform a data explorer search during clinic hours.

When the search is complete, the search results will display in a search results box. The option to print or save the results will be available at this time.