SOAPware Documentation

Recent Updates

Transfer Credit Balance
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Ledger Transfer Credit Balance
Apply credit balance to another visit Credit Balance Transfer Balance Transfer Credit
Transfer a credit on one visit and apply to another visit.

Note: Adjustment codes will have to be set up in Adjustment Maintenance beforehand
Post a Superbill/Billing Statement from Patient Chart
Updated on: Dec 07, 2022
- New Features List & Release Notes Archived New Features New Features Available in 2012.0.3063 Post a Superbill/Billing Statement from Patient Chart
- Practice Management Training Manuals Practice Management User Manual Transaction Entry Post a Superbill/Billing Statement from Patient Chart
Add Charges from Chart billing billing statement Charges in SOAPnote Charges Posted from Chart post Post a Superbill Post Charges to Billing Posting Posting a Billing Statement Posting a Superbill superbill
Scheduling Repeat Appointments
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Scheduling Repeat Appointments
Appointment Recurrence Appointments recurrence Recurring Appointments schedule Schedule Recurrence Schedule Recurring Appointments Scheduler Scheduling Repeat Appointments
Setting up repeat appointments.
Changing Appointment Status*
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Changing Appointment Status*
Appointment Appointment Status Change Appointment Status Change Status Changing Appointment Status Patient Status schedule Scheduler status
Changing an Appointment Status
Deleting an Appointment*
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Deleting an Appointment*
Appointments Cancel Appointment Delete Appointment Deleting an Appointment Remove Appointment schedule Scheduler
Delete a patient appointment
Moving an Appointment*
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Moving an Appointment*
Applintments Change Appointment Move Appointment Moving an Appointment schedule Scheduler
Moving an Appointment to a different time slot
Scheduling an Appointment
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Scheduling an Appointment
Appointment Scheduling Appointments Make Appointment New Appointment Patient appointment schedule Patient Appointments schedule Schedule an appointment Schedule Appointment Schedule patient appointment Schedule Tab Scheduler Scheduling an appo
Schedule a Patient Appointment
Searching for Available Appointments*
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Searching for Available Appointments*
Advanced Appointment Search Appointment Available Appointments Date Range search for appointment Duration of Appointments Find Next Open Appointment Find Open Appointment Open Appointment search Open Appointments in Scheduler schedule Scheduler
Find Open Appointments

Scheduler menu -> Find Open Appointment
Schedule Reports*
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Schedule Reports*
Patient Report for Scheduler Patient Status reports Print Advanced Schedule Print Schedule Print Schedule Reports Print Simple Schedule Schedule Reports Scheduler Print Simple Schedule Status Report for Scheduler
Access reports on the Schedule data.

Scheduler -> Reports
Export the Schedule *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Export the Schedule *
export Export the Schedule Exporting Schedule include visit comments in schedule exporter schedule Select Scheduler menu to Export
Export the clinic schedule.