SOAPware Documentation

Recent Updates

Edit Menu *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Menus and Toolbars Edit Menu *
Copy Cut Edit menu Paste Redo Undo
Provide a description of the Edit menu.
Scheduler Menu *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Menus and Toolbars Scheduler Menu *
Active Facility Coloring Exports Find Open Appointment Manage Scheduplates menu New Chart Patient Appointments Refresh Reports Scheduler menu Time view
Provide a description an orientation of the Scheduler menu.
Billing Menu *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Menus and Toolbars Billing Menu *
Billing Menu Claims Manager Enter Charges Enter Payments Patient Account Payer/Non-Patient Account Post Insurance Payments Reports menu
Provide a description and orientation of the Billing menu.
SOAPware Menu *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Menus and Toolbars SOAPware Menu *
Active Provider chart Data Explorer Document Import Document Review Exit SOAPware logout Reference Library schedule Security Manager Share Charts SMARText Builder SOAPware tasks
Provide orientation and descriptions of the SOAPware menus.
Creating Scheduplates
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Schedule Setup Creating Scheduplates
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
Set up facility appointment types.

Tools -> Scheduplates
Creating Holidays/Closings *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Schedule Setup Creating Holidays/Closings *
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
Set up the days the facility will be closed.

Tools -> Manage Facilities
Entering Facility Business Hours *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Schedule Setup Entering Facility Business Hours *
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
Set up the hours of operation for a facility.

Tools > Manage Facilities
Provider/Resource Recurrences *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Schedule Setup Provider/Resource Recurrences *
Appointment Appointments enter provider appointments recurrence recurrences for providers reoccurring appointments
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.
Provider/Resource Outlining
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Schedule Setup Provider/Resource Outlining
Appointment Appointment Types Block Times Blocking blocks Outlining scheduling Scheduplates Shading
Setup outlining blocks for Providers and Resources to streamline their time in the office.
Activate Providers/Resources for a Facility
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Schedule Setup Activate Providers/Resources for a Facility
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
Steps on how to set scheduling defaults.

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