SOAPware Documentation

Recent Updates

Resubmit Claims Rejected by Clearinghouse
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Claims Manager Resubmit Claims Rejected by Clearinghouse
Claim Correction Claims Manager Clearinghouse rejections Details for Claim Edit Claim Error Rebuild Claim Refile Rejected Claim Resubmit Resubmit Claim Scrub Errors Submitted
<p>Billing -> Claims Manager -> Submitted Tab</p> <p>Edit and resubmit claims that have been rejected by the Clearinghouse. Columns can be sorted by clicking on the column headers. Additional filtering can be done by clicking on the filter icon to specify payers, patients, claim status, et...
Submitted Tab
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Claims Manager Submitted Tab
Claims Manager Claims Sent Sent Claims Submitted Claims View Submitted Claims
The Submitted Tab lists all claims that have been submitted to Payers. Claims can be searched by Date Range and the information listed in the columns can be sorted by clicking on the column headers.
Ready To Submit
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Claims Manager Ready To Submit
Claims Manager Clean Claims File Insurance new in 2010.3 Print Claims Print Paper Claims Process Insurance Ready to Submit Send Claims Submit Claims Submit Electronic Claims Upload Claims
Claims in the Claim Manager that have been scrubbed and are ready to submit to the Payer will be moved to the Ready to Submit section.
On Hold
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Claims Manager On Hold
Change to Electronic Claim Change to Paper Claim Claim Details Claim Errors Claims Correction Claims Manager Claims on Hold Correct Claim Edit Claims New in 2012 On Hold Rebuild Claims Refile Claims
Scrubber Errors-How to Correct and Rebuild Claim
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Claims Manager Scrubber Errors-How to Correct and Rebuild Claim
Claim Corrections Claim Details Claim missing data Claims Manager Claims Submission errors Correcting Charges Correcting Claims Edit Claims How to correct claims How to correct scrub errors How to edit claims Missing data On Hold Ready to Sub Scrub Errors
<p>If the Scrubbing process finds a claim with errors/incomplete information, a Scrub Error message will pop up and the claim will automatically be moved to the On Hold section of Claims Manager. </p> <p>This lesson will describe the errors and list the steps to correct the error(s). The Claim w...
Step by Step Work flow-Claims Manager
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Claims Manager Step by Step Work flow-Claims Manager
Claim Errors Claims Manager Claims Scrubber Scrub Errors Scrubber Scrubbing Claims Claim work flow Correcting Claim electronic claims Filing Claims Paper Claims Pending Scrub Rebuilding Claim Rejected Claim submit claim Upload Claims Work Claims
Claims will need to go through the Scrubbing process to check for missing data. This process will catch claims that are missing some basic information, such as insurance information, patient demographics, charge information, payer information, etc.
Add Personal Payments from Billing Menu
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Enter Payments Add Personal Payments from Billing Menu
Add Payments Add Personal Payments from Billing Menu Apply Payment Enter Payments Patient Payments Personal Payments
Main Menu -> Billing -> Enter Payments

Apply personal payments to patient accounts. Make Payment dialog can also be accessed in the New Charges tab and the patient account Ledger. To apply Insurance Payments to accounts, see Post Insurance Payments.
Change Payer/Guarantor in Make Payment dialog *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Payer/Non-Patient Accounts Change Payer/Guarantor in Make Payment dialog *
Change Guarantor Change Payer Change Payer/Guarantor in Make Payment dialog Family Billing Guarantor Account Guarantor Information
Billing -> Patient Account -> Ledger tab -> Add Payment or Billing -> Patient Account -> New Charges tab-> Add Payment
Add Dependents to Payer/Non-Patient Account *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Payer/Non-Patient Accounts Add Dependents to Payer/Non-Patient Account *
Add Dependents Add Dependents to Payer/Non-Patient Account Billing Information Family Billing Guarantor Account Payer/Non-Patient Account
Add Payer/Non-Patient Account in Demographics *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Payer/Non-Patient Accounts Add Payer/Non-Patient Account in Demographics *
Add a Dependent Add Guarantor Add Payer Add Payer/Non-Patient Account in Demographics Guarantor Guarantor Information
Billing -> Patient Account -> Demographics Tab