SOAPware Documentation

Recent Updates

Create a Claim from Ledger
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger Create a Claim from Ledger
add insurance inforrmation Create a claim Create a new Claim new in 2010.3 new insurance information Unbilled visits
If a claim has never been created for charges and insurance information is later added to patient demographics, create a claim from the patient ledger to submit to the payer.
View Charges in Ledger
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger View Charges in Ledger
Account Ledger Charge Details Charges Patient Account Patient Ledger View Charges View Charges in Ledger
View charge details from Patient Account-Ledger tab
Spread One Payment to Multiple Dependents
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Transaction Entry Spread One Payment to Multiple Dependents
Apply Guarantor Payment Dependents Family Balance Family Billing Guarantor Payment Make Payment Payment Spread Post Payment Spread One Payment to Multiple Dependents Spread Payment
Pay multiple patient/dependent accounts from an Active Patient Account in Make Payment dialog . Click on the Make Payment button found in several sections within the Patient Account.
Delete a Co-Pay from visit *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Transaction Entry Delete a Co-Pay from visit *
Co-Pay applied to wrong visit Co-pay posted in error delete Delete Co-Pay Remove Co-Pay
Apply Co-Pay/Pre-Pay to Visit
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Transaction Entry Apply Co-Pay/Pre-Pay to Visit
Apply Co-Pay Apply Payment Apply Pre-Pay Payment Post Payment Unapplied Co-Pay Unapplied Pre-Pay
Apply Payment to Patient Account in New Charges Tab *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Transaction Entry Apply Payment to Patient Account in New Charges Tab *
Apply Co-Pay Apply Payment Apply Payment to Account Apply Payment to Patient Account in New Charges Tab Apply Pre-Pay New Charges Tab Payment Post Payment
Apply Payment to New Charges
Edit/Update Charges *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Transaction Entry Edit/Update Charges *
Account Charges Add Diagnosis Add Dx Add Modifier Charge Correction Charge Details Correct Charges Prior to sending to Insurance Edit Charges Edit Visit Charges Edit/Update Charges New Charges Tab
Update/Edit Charges
More Visit Information Charge Level-Dialysis and DME
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Transaction Entry More Visit Information Charge Level-Dialysis and DME
Charge Information Creatine Dialysis Epoetin Starting Dosage Hematocrit hemoglobin 2400 DTP 738 Qualifier 2400 DTP 739 qualifier 2400 MEA Att. Transmission Code Begin Therapy Certification Certification Condition Certification Type DME Last Certification Length of Medical Necessity Length of Need Loop 2400 CR301 Loop 2400 CR303 Loop 2400 CRC02 Loop 2400 DTP with 461 Qualifier Loop 2400 DTP with 463 Qualifier Loop 2400 DTP with 607 Qualifier Loop 2400 include qualifier 38 on CRC segment Loop 2400 include qualifier ZV on CRC segment Loop 2400 MEA with qualifier of HT Loop 2400 PWK02 Loop 2400 SV503 Loop 2400 SV504 Loop 2400 SV505 Loop 2400 SV506 New in 2012 Payment Frequency Purchase Price R1 R2 R3 R4 Recent Serum Creatine Rental Price Revision/Recertification Signed Certification on file with supplier
<p>You can add additional information on a charge level by double clicking on the Procedure in Claim Details. This will open the Charge Details dialog. some of the tabs are duplicates of the ones seen in the More Info section, only at the charge level instead of the Claim level. There are other t...
More Visit Information Claim Level
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Transaction Entry More Visit Information Claim Level
Additional Information More Info Visit information
<p>Billing -> Patient Account -> New Charges Tab ->More Info <br />or <br />Billing->Patient Account->Claims tab->Select claim from list->More Info</p> <p>The More Info dialog consists of several tabs for additional visit information needed by payers to process claims. Many ...
Enter Charges Manually
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Enter Charges Enter Charges Manually
Add a Diagnosis Code Add a Modifier Add Charges Add Charges from New Charges Tab Add Custom Charges Add Visit Adding Charges Additional Charges Apply Co-Pay Apply Pre-Pay Charge Details Charges Edit Charges Edit New Charges Enter Charges Home visits Hospital Visits NP Nurse Practitioner Outpatient/Inpatient Visits Outside Clinic PA Physician Assistant Place of Service other than clinic facilities Inpatient charges Nursing Home visits Outpatient charges Accident Date Acute Manifestation Admit Date Care From Care To Date last seen Disability Disability Date Discharge Date Hospital Admit Date Hospital Discharge Date Hospital From Hospital Inpatient Hospital To Illness Illness Injury or Pregnancy Initial Treatment Date Injury Injury Date Inpatient Last Menstrual Period Not Work From Not Work To Onset of Current IIP Pregnancy Referral Date Sililar Illness Date Treatment Date
Visits that are not normally entered in the patient chart, such as hospital visits, nursing home visits, etc.can be manually entered in the New Charges tab.

Go to Billing -> Enter Charges