SOAPware Documentation

Recent Updates

Custom Demographics Tab
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Custom Demographics Tab
Additional Patient Demographics Custom Demographic Titles Custom Patient Information Emergency Contact
Custom Demographics
Insurance Demographics Tab
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Insurance Demographics Tab
Add New Insurance Policy to Account Add Patient Insurance Add Policy Change Patient Insurance Demographics Check Eligibility Copy Insurance Card Edit Patient Insurance Information Eligibility Download Check insurance elgibility Inactivate Insurance Information insurance Patient Insurance Information Eligibility Warning Check Medicare Eligibility Eligibility Medicare eligibility Railroad Medicare Eligibility Checking Medicare Eligibility Eligibility Error Medicare Eligibility Error Medicare Secondary code Medicare Secondary Payer Setup Up Medicare Eligibility
Add patient insurance information to account
Demographics Tab *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Demographics Tab *
Add Image Add PCP Add Referring Physician Add Referring Provider Billing Information Cell Phone Demographics Ethnicity Financial Class Guarantor Information Language New in 2012 patient Patient Account Patient Account Notes Patient Address
Patient Demographic Information
Schedule Tab
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Schedule Tab
Add new Resource Add new Scheduplate Add Recurrence Add Resource Add Visit Comments Appointment Details Appointment History Appointment Scheduler Tab Cancel Appointment Cancel Visit Change Visit Status Check In Check In Patient Check-In Comm
An overview of the patent's appointment details and history displayed on the Schedule tab.
Patient Information Bar
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Patient Information Bar
Co-Pay amount New in 2012 Outstanding Insurance Patient DOB Patient Email Info Patient Information Bar Patient Phone View Co-Pay View Family Balance View Insurance Balance View Patient Balance View Patient Information
Show the highlights of the Patient Account Information bar.
Creating a New Patient
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Creating a New Patient
Add new Patient Add Patient Information chart Create a new Chart Create a new Patient Edit Demographics Enter a new Patient New Chart New Patient Patient Account
How to create a new Patient Account.
Looking Up a Patient Account
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Patient Account Overview Looking Up a Patient Account
chart rack Edit Patient Details Edit Patient Information Looking up a Patient Account New in 2012 Patient Account Patient Chart Patient Demographics patient information Patient Insurance Information Patient Lookup Patient Search Search by Pati
Learn how to search for an existing patient from the Chart Rack.
Help Menu*
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Menus and Toolbars Help Menu*
About SOAPware Contact SOAPware Training Email Support Gentting Started Help Menu Next Steps Schedule a Support Call Search Documentation SOAPedia Online Reference SOAPware Help View Current Version
Provide a description and orientation of the Help menu.
View Menu*
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Menus and Toolbars View Menu*
Animations Bubble Bar Status Bar View menu
Provide a description of the View menu.
Tools Menu *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Menus and Toolbars Tools Menu *
Billing Maintenance Change Password Change Signature Password contacts Custom Demographic Titles customize Eligibility Download Insurance Companies list options Manage Facilities Manage Groups options Pharmacies Provider Address Provider Man
Provide a description and orientation of the Tools menu.