Recent Updates

  • Updated on: Dec 07, 2022

    7. HCPCS Maintenance (Block 24D)

    Tools -> Billing Maintenance -> HCPCS Maintenance

    Manual Practice Management User Manual
    Billing Maintenance Change Description Charge Charge Codes CMS 1500 Block 24D Code Code Description Code List Coding Current Delete HCPCS Edit Description HCPCS HCPCS Description HCPCS Maintenance HCPCS Master Inactivate Master Files Pro

  • Updated on: Dec 07, 2022

    6. CPT® Code Maintenance (Block 24D)

    Located in the Tools menu -> Billing Maintenance ->CPT Maintenance

    Manual Practice Management User Manual
    Billing Maintenance Change Description Charge Charge Codes CMS 1500 Block 24D Code Code Description Code List cpt CPT Description CPT Maintenance CPT Master Current Delete CPT Edit Description Inactivate Master Files Procedure License Agreement for the use of CPT® codes and descriptions CPT®

  • Updated on: Dec 07, 2022

    5. PM Security Administration

    Tools -> Security

    Billing Security options have been added for Groups, Roles and Users. Each section will have to be completed to allow Users access to assigned areas of Billing. Click on a specified action to allow access (green check mark), deny access (red X) or default to the user's individual privileges (leave blank ). Clicking on Allow All button will place a check in all boxes and Clicking Deny All will place a red X in all boxes.

    Users should be added to Security Prior to assigning privileges to Billing

    Security changes made will not take effect until you log out. For additional documentation on Security see  online manual

    Manual Practice Management User Manual
    Access Reports Access to Billing accessibility Accessible Add Dependent Add Fee Schedule Privilege Add Insurance Company Adjustment Maintenance Allow Allow Check Self Pay Apply Payment Details Billing Access Billing Maintenance Billing Securi

  • Updated on: Dec 07, 2022

    4. Setting Default Claim Options/Base Export Path

    Setup how paper and electronic claims are exported from the system.

    Tools -> Billing Maintenance -> Claims Options

    Manual Practice Management User Manual
    837p Claims option Accept Assignment Auto Submit Claims Options Claims Setup Clearinghouse ID Clinic Contact Name CMS 1500 Print Options Contact Information Contact Phone Default Printer for Paper Claims Electronic Claims Setup Export Claim Add sftp password Auto Submit Claims change printer settings Clearinghouse Information EDI Setup Electronic claims options ftp Output path Print CMS 1500 Print Line Up printer Printer Settings printers Receiver ID Receiver Qualifier Set electronic claims filing options sftp User Name

  • Updated on: Dec 07, 2022

    3. Provider Manager (Blocks 24J and 31)

    Tools -> Provider Manager

    Manual Practice Management User Manual
    Add Provider Append Name to Follow Up Field on SOAPNote Creation Associate Provider with Group Billing Maintenance Block 31 Clinician Information Clinician Setup CMS 1500 Block 24J CMS 1500 Block 31 Exam Headers General Provider Info Insert Exa

  • Updated on: Dec 07, 2022

    2. Manage Groups/Billing Provider/ Pay To Information (Block 33)

    Tools menu -> Manage Groups

    Manual Practice Management User Manual
    9 digit Zip Billing Additional ID Billing Address Billing Information Billing Maintenance Billing NPI Billing Provider Billing Provider NPI Billing Provider Tax ID Billing SS# Billing Tax ID Billing UPIN CMS 1500 Block 33 Entity Type FED Tax

  • Updated on: Dec 07, 2022

    1. Manage Facilities (Block 24B and Block 32 and Statement 'Remit Payment To' Address)

    Tools -> Manage Facilities

    Manual Practice Management User Manual
    Billing Inquiries Phone number Billing Maintenance Block 24B Block 32 Block 33 Facility Facility Additional IDs Facility CLIA Facility NPI Facility Schedule Setup New in 2012 place of service POS POS Code State ID Home Home visits POS 12 Clinic CLIA number Default CLIA Number Setup Home Visits State License Number

  • Updated on: Dec 07, 2022

    Getting Setup with Gateway EDI/TriZetto -- What to Expect

    A brief description of the Provider Enrollment process.  

    (Color coding is used to denote participant roles and associated activities.)

            Blue  = Office

            Teal = SOAPware

            Black = TriZetto (Formerly known as Gateway EDI)

    Manual Practice Management User Manual
    gateway Trizetto

  • Updated on: Dec 07, 2022

    Important Setup Information for SOAPware Practice Management

    Before you begin

    Manual Practice Management User Manual
    Before you begin setup Setup Information

  • Updated on: Dec 07, 2022

    Introduction to Data Explorer

    Manual Clinical User Manual
    data explore Data Explorer