SOAPware Documentation

Recent Updates

Coloring*
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Coloring*
Appointment Coloring Appointments Coloring for Appointments Resource Coloring Scheduler Coloring Scheduplate Scheduplate Coloring status Status Coloring
Set the coloring for Appointments and Resources.
Time Increments*
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Time Increments*
Appointment Increments Scheduler Time Increments Scheduplate Increments Select Time Increments for Appointments Set Appointment Duration Time Increments
Set the time increments shown on the Schedule.

Scheduler menu -> Time
Views *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Views *
Days Months Schedule Options Select Schedule View View Appointments View of Scheduler Weeks Work Weeks
View the Schedule as Days, Weeks, Months, or Work Weeks.

Scheduler menu -> View
Navigation
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Navigation
Days Months Navigate through Schedule Navigation in Scheduler Next Month Scheduler months Weeks
Show the various ways to move around in the Schedule.
Changing Active Facility*
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Scheduling Changing Active Facility*
Active Facility Change Active Facility Scheduler Scheduler menu Select a Facility
Changing the active facility, if a multiple site practice.

Scheduler menu -> Active Facility
Statements Tab
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Statements Tab
Patient Statements Previous Statements Reprint Patient Statement Reproduce patient Statements Review Original Statement Statements Statements Tab View Statements Do not send statements Hold Statements no patien
View any patient statements that have been sent out and reproduce with the click of a button. Hold patient statements if you do not want a patient to receive monthly statements.
Claims Tab
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Claims Tab
Change to Electronic Filing Change to On Hold Change to Paper Claim Change to Processed Claim ID Claim Notes Claim Status Claims Tab Details for Claim Edit Claim Details List Claims More Info New in 2012 Claim Details Claims History On Hold remove claim from Claims Manager
View claims associated to patient account. Edit and place claims On Hold for resubmission, if needed from this location.
Family Tab
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Family Tab
Add a Dependent Family Balance Family Tab Guarantor Guarantor Information Payer/Non-Patient
View account details for dependents linked to this account.
Ledger Tab
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Ledger Tab
Account Details Account Ledger Add Adjustment From Ledger Add Charge from Ledger Add Payment from Ledger Charge Details Ledger Tab Patient Account details Patient Ledger Payment Details Print Itemized Charges Print Itemized Payments Print Rece
A summary of the patient's financial activity.
Flags/Notes Tab
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Flags/Notes Tab
flags flags/notes notes