SOAPware Documentation

Recent Updates

7. HCPCS Maintenance (Block 24D)
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 7. HCPCS Maintenance (Block 24D)
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
Tools -> Billing Maintenance -> HCPCS Maintenance
6. CPT® Code Maintenance (Block 24D)
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 6. CPT® Code Maintenance (Block 24D)
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®
Located in the Tools menu -> Billing Maintenance ->CPT Maintenance
5. PM Security Administration
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 5. PM Security Administration
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
<p>Tools -> Security</p> <p>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 us...
4. Setting Default Claim Options/Base Export Path
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 4. Setting Default Claim Options/Base Export Path
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
Setup how paper and electronic claims are exported from the system.

Tools -> Billing Maintenance -> Claims Options
3. Provider Manager (Blocks 24J and 31)
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 3. Provider Manager (Blocks 24J and 31)
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
Tools -> Provider Manager
2. Manage Groups/Billing Provider/ Pay To Information (Block 33)
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 2. Manage Groups/Billing Provider/ Pay To Information (Block 33)
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
Tools menu -> Manage Groups
1. Manage Facilities (Block 24B and Block 32 and Statement 'Remit Payment To' Address)
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps 1. Manage Facilities (Block 24B and Block 32 and Statement 'Remit Payment To' Address)
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
Tools -> Manage Facilities
Getting Setup with Gateway EDI/TriZetto -- What to Expect
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps Getting Setup with Gateway EDI/TriZetto -- What to Expect
gateway Trizetto
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)
Important Setup Information for SOAPware Practice Management
Updated on: Dec 07, 2022
- Practice Management Training Manuals Practice Management User Manual Practice Management Maintenance-Setup Steps Important Setup Information for SOAPware Practice Management
Before you begin setup Setup Information
Before you begin
Introduction to Data Explorer
Updated on: Dec 07, 2022
- Clinical EMR Training Manuals Clinical User Manual Data Explorer Introduction to Data Explorer
data explore Data Explorer

SOAPware Documentation

Recent Updates

7. HCPCS Maintenance (Block 24D)

6. CPT® Code Maintenance (Block 24D)

5. PM Security Administration

4. Setting Default Claim Options/Base Export Path

3. Provider Manager (Blocks 24J and 31)

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

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

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

Important Setup Information for SOAPware Practice Management

Introduction to Data Explorer

Other Resources

Clinical EMR Training Manuals

Practice Management Training Manuals

Meaningful Use Manuals

New Features List & Release Notes

Technical Support Documentation

SOAPware Cloud Service (SCS)

SOAPware Interface

SOAPware FAQ's