SOAPware Documentation

Recent Updates

Add a Payer/Non-Patient Account *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Payer/Non-Patient Accounts Add a Payer/Non-Patient Account *
Add a Guarantor Add a Payer Guarantor New in 2010 Payer Set up a Guarantor
Go to Billing -> Payer/Non-Patient Account
Add Adjustment in Ledger *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger Add Adjustment in Ledger *
Add Adjustment Add Adjustment in Ledger Adjustment Apply adjustment from Ledger Apply Adjustment to Account
Located in Billing -> Patient Account -> Ledger Tab
Delete an insurance payment from visit
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger Delete an insurance payment from visit
Delete Insurance Payment Insurance payment posted in error new in 2010.3 Remove Insurance Payment
Delete and reapply a previously posted insurance payment from the patient's ledger
Delete Personal Payment
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger Delete Personal Payment
Delete Payment Delete Payment from Patient Ledger Remove Payment
Patient Account -> Ledger Tab
Print Receipt for Payment in Ledger
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger Print Receipt for Payment in Ledger
Guarantor Payment new in 2010.3 Personal Payment Receipt Print a Receipt Printed receipt Receipt Receipt for payment
Apply a personal payment from patient ledger and print a receipt. Receipt for payment now showing more details. For this lesson, we will apply a payment made by a Payer/Non-Patient to three separate dependents accounts from one dependent account.
Add Payment in Patient Ledger
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger Add Payment in Patient Ledger
Add Payment Add Payment in Patient Ledger Apply Payment Apply Payment to Patient Ledger Patient Payments
Apply payment within Patient Ledger
Add Charges in Ledger
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger Add Charges in Ledger
Add Charges Add Charges in Ledger Add Custom Charges in Ledger Custom Charges Patient Account Ledger Tab
<p>Add Custom Charges to patient account from within the Ledger Tab. Select Patient Account from Chart Rack and Click on the Ledger Tab</p> <p>Note: Charges entered from the Ledger Tab will not be sent to the Claims Manager and submitted to Insurance. This option is for miscellaneous items unrel...
Print Receipt/Statement by date range from Ledger
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger Print Receipt/Statement by date range from Ledger
Itemized Statement by date range new in 2010.3 Print from Ledger Print Receipt Print Receipt by date range Print Receipt in Ledger Receipt
Print a Receipt/Statement from the Patient Ledger Tab. Select by date or a date range. Select by Posted Date or Date of Service. This report can be Previewed and/or Printed
View Insurance Payment Details from Ledger
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger View Insurance Payment Details from Ledger
Insurance Payment Details Insurance Payments Ledger Details View Insurance Payment Details from Ledger
View Insurance Payment Details from the Ledger tab
View Personal Payments in Ledger
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger View Personal Payments in Ledger
Patient Ledger Payment Details Personal Payments View Payments View Personal Payments in Ledger
View details of personal payments from the Patient Ledger