There are two settings in PostgreSQL's configuration files that can affect SOAPware running on client computers. If you are not able to run SOAPware on your clients and connect to the server, it is possible that you need to make the proper changes in your PostgreSQL configuration files located on the server.

The End of Month report calculates based on the following logic:

The report aging is based on all charges that have been posted (for the provider/group selected), and all payments and adjustments that have been posted to those charges, as of the end of the month or the current date, which ever occurs first chronologically. Charges, payments, and adjustments must be posted or applied in the given month to appear in the MTD area and in the given year to appear in the YTD.

Generate reports on your patients, based on multiple criteria including demographics, appointment/scheduling information, billing/claim data, etc.  Each selection made within any of the categories creates an AND statement. This will mean it will only pull up patients that meet ALL of the criteria selected, as opposed to only meeting one of the criteria selected.

Default Output Information (in Columns):

• Account Number
• First Name
• Last Name
• Address
• City
• State
• Zip Code
• Home Phone

Note: If you select multiple criteria for the report, those additional selections will be added as columns to the output you receive, to allow you to see the values for each patient row. If you select Unique Patients Only, you will only see the above columns listed, without the additional criteria as columns.

Report the charges, payments and adjustments entered each day, filterable by User or Provider.

A report showing all patient A/R, searchable by selecting a specific Guarantor or Patient, Patient Account Number, and Filtered by either Patient or Insurance amount or Both. Also filterable by Aging Category of Current, 30, 60, 90, 120 days or All, as well as setting a particular dollar range for the Type or Aging.