SOAPware Documentation

Recent Updates

Updated on: Dec 07, 2022

Transfer Credit Balance

Transfer a credit on one visit and apply to another visit.

Note: Adjustment codes will have to be set up in Adjustment Maintenance beforehand

Manual Practice Management User Manual

Apply credit balance to another visit Credit Balance Transfer Balance Transfer Credit
Updated on: Dec 07, 2022

Post a Superbill/Billing Statement from Patient Chart

Manual Archived New Features

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
Updated on: Dec 07, 2022

Scheduling Repeat Appointments

Setting up repeat appointments.

Manual Practice Management User Manual

Appointment Recurrence Appointments recurrence Recurring Appointments schedule Schedule Recurrence Schedule Recurring Appointments Scheduler Scheduling Repeat Appointments
Updated on: Dec 07, 2022

Changing Appointment Status*

Changing an Appointment Status

Manual Practice Management User Manual

Appointment Appointment Status Change Appointment Status Change Status Changing Appointment Status Patient Status schedule Scheduler status
Updated on: Dec 07, 2022

Deleting an Appointment*

Delete a patient appointment

Manual Practice Management User Manual

Appointments Cancel Appointment Delete Appointment Deleting an Appointment Remove Appointment schedule Scheduler
Updated on: Dec 07, 2022

Moving an Appointment*

Moving an Appointment to a different time slot

Manual Practice Management User Manual

Applintments Change Appointment Move Appointment Moving an Appointment schedule Scheduler
Updated on: Dec 07, 2022

Scheduling an Appointment

Schedule a Patient Appointment

Manual Practice Management User Manual

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
Updated on: Dec 07, 2022

Searching for Available Appointments*

Find Open Appointments

Scheduler menu -> Find Open Appointment

Manual Practice Management User Manual

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
Updated on: Dec 07, 2022

Schedule Reports*

Access reports on the Schedule data.

Scheduler -> Reports

Manual Practice Management User Manual

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
Updated on: Dec 07, 2022

Export the Schedule *

Export the clinic schedule.

Manual Practice Management User Manual

export Export the Schedule Exporting Schedule include visit comments in schedule exporter schedule Select Scheduler menu to Export