SOAPware Documentation

Recent Updates

Comparing Lab Results
Updated on: Dec 07, 2022
- Clinical EMR Training Manuals Clinical User Manual Labs Comparing Lab Results
comparing labs
<p>This lesson contains steps on how to compare lab results within the Labs chart section. Labs can only be compared if they were documented using structured lab tests in SOAPware. Scanned lab results cannot be compared. </p> <p>For instructions on how to document lab results, see: Documenting...
Unable to Connect to SOAPware Server
Updated on: Dec 07, 2022
- Technical Support Documentation Technical Support Technical Support Unable to Connect to SOAPware Server
connect connection Connection Failure knowledge base Login Error server Soapware Won't Open
<p>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...
19. List Options
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 19. List Options
Add appointment status Add Financial Class Add Payment Type billing payment types color code Color Code Appointment Status Color code financial class Financial Class schedule appointment status Color code Patient Information bar Payment List Payment Method Update payment list
Tools menu -> List Options
End of Month Report
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Reports End of Month Report
End of Month Reporting Month End Month End Reports Monthly reports Monthly Totals new in 2010.3 Reports Reports menu
<p>The End of Month report calculates based on the following logic:</p> <p>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, wh...
Security Manager
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Security Manager/Audit Log Security Manager
Audit audit log Security Manager System Activity View system activity
How to view and monitor user activity.

SOAPware menu -> Security Manager
Custom Patient Reporting
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Reports Custom Patient Reporting
<p>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 crite...
End of Year Report
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Reports End of Year Report
End of Year Reporting new in 2010.3 Reports Reports menu Total charges for year Total payments for year Year End Yearly Totals
Report number of procedures, total charges, payments and adjustments by provider/group per year.
End of Day Report
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Reports End of Day Report
End of Day End of Day Report End of day totals EOD Reporting EOD reports new in 2010.3 Payment Report Reports Reports menu
Report the charges, payments and adjustments entered each day, filterable by User or Provider.
A/R Carrier Report
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Reports A/R Carrier Report
Carrier A/R Carrier Report Insurance A/R new in 2010.3
Provides both a summary and detailed report (by patient) showing the amount of accounts receivable pending with each insurance company (carrier).
A/R Patient Report
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Reports A/R Patient Report
Reports Reports menu
<p>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...