HelpBrowse Help CategoriesHow do I... ScanningDrag and Drop a Document into SOAPware

Drag and Drop a Document into SOAPware

How do I drag and drop a document into SOAPware?

1. Open the Patient Chart

Open the patient's chart using the Chart Rack.

2. Open the Docutainer

2. Open the Docutainer

Open the docutainer that you wish to attach the document to.

3. Drag and Drop the Document into SOAPware

3. Drag and Drop the Document into SOAPware
  1. Locate and select the document that you wish to import into SOAPware.
  2. Drag the document into SOAPware, then drop it beside the existing tab (see screenshot above).

4. Add Document Task

4. Add Document Task

SInce a new document has been added to the patient's chart, a Task Item was created.  

  1. Select the person the task should be assigned to.
  2. Select the appropriate Action/Status for the task.
  3. Click Add.

5. View Imported Document

5. View Imported Document

The newly imported document will be attached to the existing docutainer and a new tab will be created.  The document can now be reviewed and signed off on by the Clinician.

How Do I... Video

The above video will demonstrate the steps required to drag and drop a document into SOAPware.  Click the Play button to begin the video.

*To view the video in full screen, click the monitor button located next to the sound controls.