SOAPware Documentation

Recent Updates

ICD Master Report
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Reports ICD Master Report
ICD ICD Code ICD Report Reports Reports menu
A report showing all ICD codes in the database for a specified year or all years combined.
HCPCS Master Report
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Reports HCPCS Master Report
HCPCS HCPCS Master Report HCPCS Report Reports Reports menu
A report showing all HCPCS codes in the database for a specified year or all years combined.
CPT® Master Report
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Reports CPT® Master Report
cpt cpt codes CPT report Reports Reports menu CPT®
A report showing all CPT codes added to the database for a specified year or all years combined.
Accessing the Report List
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Reports Accessing the Report List
Access Reports Master Reports Report List reporting Reports
Billing menu -> Reports
Create Manually Posted Insurance Payment
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Posting Insurance Payments Create Manually Posted Insurance Payment
Apply Insurance Payment Apply Payments Create Insurance Payment Insurance Payments Patient Payments Payments Post Insurance Payments Post Payments Post Remits Remit Posting
Access from the main menu -> Billing -> Post Insurance Payments
Introduction to Insurance Payment Posting
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Posting Insurance Payments Introduction to Insurance Payment Posting
Apply Insurance Payment Apply Insurance Payment to Patient Account Create/Load Payment Post Insurance Payments Post Payment Post Remits Remit Posting Remits Zero Insurance Payment Zero payment
All Tab
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Claims Manager All Tab
All Claims All Tab Claims Claims Manager Claims on Hold Claims Pending Scrub Claims Submitted Submitted Claims
The All Tab lists all claims that have been created within the selected Date of Service range, listing the Status of each claim.
Secondary Claims
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Claims Manager Secondary Claims
Claims new in 2010.3 Process Secondary Insurance Secondary Claims Secondary Paper Claims Supplemental Insurance
<p>When posting a primary insurance payment to a patient visit/claim that has a secondary insurance policy set up in Insurance Demographics, the Next Action will default to File Secondary-Paper. </p> <p>Secondary claims will automatically be moved to the On Hold section in the Claims Manager onc...
Omit a paid charge when refiling from Insurance Payment Posting
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Claims Manager Omit a paid charge when refiling from Insurance Payment Posting
Appeal a Claim Corrected Claim new in 2010.3 Non-payable procedure Omit Omit Charge Paid Procedure Partial Paid Visit Refile a Claim
Omit a paid procedure from a claim when resubmitting unpaid charges to insurance.

Billing -> Post Insurance Payments
Rebuild and Resubmit rejected file
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Claims Manager Rebuild and Resubmit rejected file
Rebuild Claim Rebuild Entire File Rebuild Selected Claims Refile Claims Refile Multiple Claims Select Multiple Claims to Refile Rejected file
Rebuild an entire claim file or multiple claims at one time to resubmit to payers. Files are rejected by the clearinghouse for various reasons. You must contact your clearinghouse customer service for an explanation.