SOAPware Documentation

Recent Updates

Deleted Code Procedure
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Updating CPT®, HCPCS, and ICD-9 codes Deleted Code Procedure
Deleted Code Deleted CPT code Deleted Procedure code
When a CPT®, HCPCS or ICD-9 code is deleted or no longer a valid code, it will have to be inactivated in Tools ->Billing Maintenance-> CPT Maintenance, HCPCS Maintenance and ICD Maintenance for the PM Code Databases.
Download New Quarterly/Annual Codes
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Updating CPT®, HCPCS, and ICD-9 codes Download New Quarterly/Annual Codes
Code Code Update cpt HCPCS ICD ICD-9 New codes New CPT Codes New Diagnosis code New HCPCS codes changed codes License Agreement for the use of CPT® codes and descriptions 2014 codes Deleted Codes Inactive Codes !!!2015!!! !!NeedsUpdated-2015!! !!Obsolete-2015!!
<p>This lesson details the steps to download the latest database of CPT® HCPCS and ICD codes. When the steps below are followed and completed, any new or revised codes will be downloaded to your local database.</p> <p>Clinical Suite Only: New codes will be automatically added to the Billing Mai...
18. Set Structured CPT Options
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 18. Set Structured CPT Options
Block 24A Block 24B Block 24C Block 24D Block 24E Block 24G Block 24H Date of Service From Date of Service To Days or Units Emergency EPSDT Family Plan Modifiers Plan Section Sub Items related dx SMARText Codes for Billing structured CPT
Tools -> Options -> Structured CPT
17. Custom Demographic Titles
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 17. Custom Demographic Titles
Additional Patient Demographics Custom Demographic Titles Custom Patient Information Emergency Contact Other patient information
Tools -> Custom Demographic Titles
16. Flags/Notes Category Manager
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 16. Flags/Notes Category Manager
Alert Categories alerts Bad Debt Flag account notes Patient Alerts Patient Notes
Tools->Flags/Notes Category Manager

Add Notes and Flag patient accounts to alert user when scheduling or opening account.
15. Contacts/Referring Physicians (Block 17)
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 15. Contacts/Referring Physicians (Block 17)
add contact Add PCP Add Referring Physician CMS 1500 Block 17 Contact Address contact manager contacts edit contact Edit Referring Provider new in 2010.3 New in 2012 Referring Physician Setup Referring Physicians Referring Provider additional
Tools -> Contacts

Additional information in SOAPedia
11. Fee Schedule Maintenance (Block 24F) *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 11. Fee Schedule Maintenance (Block 24F) *
Allowed Charges Billing Fees Billing Maintenance Charge Amounts Charge Codes Charge Fees Contractual Agreement CPT Fees Custom Fee Schedule Default Fee Schedule Fee Schedule Maintenance Fees HCPCS Fees Insurance Agreements Insurance Contract
Tools menu -> Billing Maintenance -> Fee Schedule Maintenance
10. Custom Charges Maintenance *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 10. Custom Charges Maintenance *
Billing Maintenance Cancellation Fee Clinic Charges codes Custom Charges Maintenance Custom Codes No Show Fee Office Charges
Tools menu -> Billing Maintenance -> Custom Charges Maintenance
9. Adjustment Maintenance *
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 9. Adjustment Maintenance *
Add Adjustment Code Adjustment Code Adjustment Lookup Adjustment Maintenance Adjustment Master Billing Maintenance Contractual Agreement Courtesy Custom Adjustments Delete Adjustment Code Disallowed Exceeds Allowed Refund Adjustment Write Off
Tools menu -> Billing Maintenance -> Adjustment Maintenance
8. ICD Maintenance (Block 21)
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 8. ICD Maintenance (Block 21)
Accident Billing Maintenance Change Description CMS 1500 Block 21 Code Lookup codes Current Codes Custom Description Deleted Code Diagnosis Codes Dx Dx Description ICD Description ICD Maintenance Illness Inactivate Injury Master Files Sh
Tools menu -> Billing Maintenance -> ICD Maintenance