Recent Updates

  • Updated on: Jul 13, 2017

    Create a Custom CPT Code

    This lesson will explain explain to the user, the steps on how to create custom CPT codes, should a CPT code not be found within the SOAPware Cloud Library.

    SOAPware always advises searching for CPT codes on the SOAPware Cloud library.  All nationally recognized CPT codes will be available on the online library to download for use in the clinic.  If a user discovers a nationally recognized CPT code that is not on the cloud library, please contact [email protected] rather than completing the steps in this lesson.  

    However, in some states or individual practices, there are specific custom CPT codes for various items that are not nationally recognized. Typically these codes will begin with a W, X, Y or Z.  These could also include retail items sold at a clinic, which would not be filed with insurance.  Follow the steps below to create a custom CPT code.

  • Updated on: Jul 13, 2017

    Creating SMARText Compound Medications

    Many compound medications are not available in SMARText because there are unique to the patient.  

    Users can create SMARText compound medications to be used within the SOAPware Rx Manager.  These SMARText items can then be printed or faxed from the Rx Manager; however they cannot be ePrescribed.

    In this lesson we will learn how to create a SMARText prescription for a compound medication.

  • Several Document Designer data item commands can be used to pull information from other parts of the patients chart, provider manager, contact manager, or the patient's account.  This lesson will discuss how to use the data item commands within the SOAPnote and how to create a docuplate using data item commands.

  • Updated on: Jul 13, 2017

    Create a Custom HPI SMARText Item

    This lesson will discuss how to create a custom HPI SMARText item.  To complete this lesson, users must have a basic understanding of SMARText items.  

    Please do not attempt to create a custom HPI item without reviewing the Creating SMARText Items chapter of the Clinical 2012 User Manual and the Create Item Clusters and Bundles lesson in the Advanced SOAPware User Manual.

  • Updated on: Jul 13, 2017

    Create an Item Grouper

    Item Groupers are SMARText items that, when inserted to a patient's chart, enter multiple pick lists, in a particular sequence, at one time.

  • Updated on: Jul 13, 2017

    Create Item Clusters and Bundles

    An Item Cluster contains a group of structured SMARText items that can be placed inside different multi-sel pick lists, bundles and groupers.   Examples of  structured SMARText items that might be used in a "Severity" cluster would be:  "Mild," "Moderate," and "Severe."  

    *Note: It is not possible to insert an Item cluster directly into a patients chart.

  • Updated on: Jul 13, 2017

    Create a Number Picker SMARText Item

    This lesson will take a user through the steps necessary to create a Number Picker SMARText item. A user would utilize the Number Picker SMARText item type if he/she wanted to document information that could be best displayed with a number.

  • Updated on: Jul 13, 2017

    Create a Date Time Picker SMARText Item

    A user would utilize the Date Time Picker SMARText item type if he/she wanted to document information that could be best displayed with a particular date or time.

  • This lesson will describe how to create a multi-sel list that will enter multiple SMARText Items using one shortcut code.

  • Updated on: Jul 13, 2017

    Create a Pick List Within a Pick List

    Customized pick lists are one of the most efficient data entry methods. Creating custom pick lists that contain the items that a user commonly and repeatedly utilizes, allows data entry to be performed quickly and efficiently via a click for insertion into documentation.

    Below are the steps necessary to create a pick list within a pick list.  Our example we will build is a medication pick list comprised of various categories of medications a user might commonly prescribe to his/her patients.