Recent Updates

  • Updated on: Dec 07, 2022

    Missed Charges Report

    A report showing any possibly missed charges within SOAPware, by Provider.  Filter report by Start date. The report will display 3 specific areas where charges could be being missed:

    1. Encounters: Any patients with encounters that do not have an associated billing statement will be shown.
    2. Superbills: Any patients with superbills that have never been posted will be shown.
    3. Visits: Any patients with visits that are in the patient's New Charges tab of their Patient Account that have not been posted to the patient ledger will be shown.

    (Previously known as SOAP Audit Report)

  • Updated on: Dec 07, 2022

    Credit Balance Report

    A report showing all patients with credits on their accounts.

  • Updated on: Dec 07, 2022

    Statement Report

    This Statement manager allows statements to be run both in group or individually by patient or guarantor.

    Billing menu->Reports->Statement Report

  • A report for showing the production by code for a specified date range and searchable by Provider, Referring Provider, and/or Facility.

    Production by Procedure report will include all charges applied to a Visit in the New Charges tab, even if they have not been posted to the Patient ledger. If you are finding discrepancies between this report and the Month or Year end reporting, we recommend running the Missing Charges Report to check for any Visits that have not been posted to the Patient account.

    The Amount for each Procedure listed is the amount indicated for the code in the Default Fee Schedule. Total Amount Billed will depend on the number of Procedures charged, and any amount that is overridden in the Charge section of Charge Details.

  • Updated on: Dec 07, 2022

    Payment Summary Report

    A report for showing the payments by payment type that have been entered during a specified time period.

  • Updated on: Dec 07, 2022

    Duplicate Report

    A report showing any duplicate patients in the database. Searchable by First, Middle or Last Name, SSN, Date of Birth, or Phone Number.

  • Updated on: Dec 07, 2022

    Dependency Report

    A report showing the fee schedules that have dependencies on them, and the percentage that is being calculated for each.

  • Updated on: Dec 07, 2022

    Fee Schedule Report

    A report showing the fees set for each code, according to the selected Fee Schedule.

  • Updated on: Dec 07, 2022

    Adjustment Code Master Report

    A report showing all adjustment codes in the database.

  • Updated on: Dec 07, 2022

    Custom Charges Master Report

    A report showing all custom codes in the database.