Recent Updates

  • Updated on: Dec 07, 2022

    Edit Menu *

    Provide a description of the Edit menu.

    Manual Practice Management User Manual
    Copy Cut Edit menu Paste Redo Undo

  • Updated on: Dec 07, 2022

    Scheduler Menu *

    Provide a description an orientation of the Scheduler menu.

    Manual Practice Management User Manual
    Active Facility Coloring Exports Find Open Appointment Manage Scheduplates menu New Chart Patient Appointments Refresh Reports Scheduler menu Time view

  • Updated on: Dec 07, 2022

    Billing Menu *

    Provide a description and orientation of the Billing menu.

    Manual Practice Management User Manual
    Billing Menu Claims Manager Enter Charges Enter Payments Patient Account Payer/Non-Patient Account Post Insurance Payments Reports menu

  • Updated on: Dec 07, 2022

    SOAPware Menu *

    Provide orientation and descriptions of the SOAPware menus.

    Manual Practice Management User Manual
    Active Provider chart Data Explorer Document Import Document Review Exit SOAPware logout Reference Library schedule Security Manager Share Charts SMARText Builder SOAPware tasks

  • Updated on: Dec 07, 2022

    Creating Scheduplates

    Set up facility appointment types.

    Scheduler -> Manage Scheduplates

    Manual Practice Management User Manual
    Appointment Colors Appointment Types Assign Providers to Scheduplates Background Colors Coloring Scheduplates Create New Template Duration of Appointments Duration of Scheduplates Edit Resources End Cushion Facility Scheduplates Foreground Color

  • Updated on: Dec 07, 2022

    Creating Holidays/Closings *

    Set up the days the facility will be closed.

    Tools -> Manage Facilities

    Manual Practice Management User Manual
    Block Facility Closings Scheduler Block Holiday Closings Block Times Block Times Closed Business Closed Business Hours Management Clinic Closed Closing Edit Hours of Operation Edit Schedule Times Facility Closings Holiday Provider/Resource Man

  • Updated on: Dec 07, 2022

    Entering Facility Business Hours *

    Set up the hours of operation for a facility.

    Tools > Manage Facilities

    Manual Practice Management User Manual
    Appointment Hours Appointment Types Business Hours Management Edit Busiiness Hours Edit Clinic Hours for Scheduler Facility Business Hours Facility Closings Hours of Operation for Scheduler Scheduler Update Scheduler

  • Updated on: Dec 07, 2022

    Provider/Resource Recurrences *

    Setup recurring appointments for Providers and Resources to block out their schedule in the intervals selected and not allow any other appointments to be scheduled.

    Manual Practice Management User Manual
    Appointment Appointments enter provider appointments recurrence recurrences for providers reoccurring appointments

  • Updated on: Dec 07, 2022

    Provider/Resource Outlining

    Setup outlining blocks for Providers and Resources to streamline their time in the office.

    Manual Practice Management User Manual
    Appointment Appointment Types Block Times Blocking blocks Outlining scheduling Scheduplates Shading

  • Updated on: Dec 07, 2022

    Activate Providers/Resources for a Facility

    Steps on how to set scheduling defaults.

    To access the Scheduler, go to the SOAPware menu and click Schedule.

    Manual Practice Management User Manual
    Activate Providers/Resources for a Facility Add a Facility Add Provider to Scheduler Block Appointments Block Times Clinic Defaults for Scheduler Create a new Facility Facility Setup Manage Facilities Manage Resources Provider Schedule Defaults