Search for a Claim Using a Date Range and/or Claim Number
Q: How do I search for a claim using a date range?
1. Open the Claims Manager
To open the Claims Manager, click on the Billing menu then select Claims Manager.
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Categories
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What's New in SOAPware 1
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EMR Setup & Security 13
- Start SOAPware for the First Time
- Set Up General Security Policy
- Add New Users
- Update Provider Name, Address, Contact Info and Physician Numbers
- Add Image of Provider's Signature
- Register to ePrescribe
- Add Pharmacies
- Add Contacts
- Add an Insurance Company
- Change a Users Security Permissions
- Add a Provider
- Remove a Provider
- Remove a User
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The Basics 16
- Schedule EHR Training
- Log in to SOAPware
- Help Menu: Activity Based Training Resources
- Add a Button to the Toolbar
- Dock a Tab
- Open a Different Workspace
- Customize a Key Command
- Open a Chart
- Close a Chart
- Create a New Chart
- Unlock a Chart
- Enter the Patients Demographics
- Enter the Patients Insurance Information
- Scan in the Patients Insurance Card
- Open a Chart Section/Tab in the Patients Chart
- Enter Information into the Patients Chart
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Summary Documentation 13
- Update the Patients Summary
- Enter an Active Problem
- Resolve a Diagnosis
- Enter a Surgery
- Enter a Medication
- Discontinue a Medication
- Enter an Allergy
- Enter the Family History
- Enter the Smoking Status
- Enter the Alcohol Status
- Enter the Social History
- Attach a Copy of the Summary to the SOAPnote
- Transfer Information from the Summary into the SOAPnote
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SOAPnote Documentation 19
- Create a SOAP Note
- Document an Encounter
- Enter a Chief Complaint
- Enter the History of Present Illness (HPI)
- Enter the Review of Systems (ROS)
- Edit the Subjective Information
- Enter the Objective Exam
- Enter the Diagnosis
- Enter a CPT Code/Charge
- Enter a Lab/Radiology Order
- Enter Patient Instructions or Plan
- Enter a Medication to Prescribe
- Enter the Follow Up
- Print a Clinical Summary
- Create a Superbill
- Print a Superbill
- Electronically Post a Superbill
- Sign Off a SOAP Note
- Create an Addendum to the SOAP Note
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Templates/Docuplates 4
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Growth Charts 1
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ePrescribing 12
- Change the Strength of a Medication
- Change the Medication Instructions (Dose, Frequency, Route)
- Change the Dispense Amount on a Medication
- Change the Number of Refills
- ePrescribe a Medication
- Print a Prescription
- Fax a Prescription
- Automatic Rx Formulary and Eligibility Retrieval
- Retrieve Rx Eligibility in Bulk
- Review the History of Medications Prescribed for a Patient
- Refill a Medication
- Receive Electronic Refill Requests
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Document Designer 7
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myHEALTHware 8
- Invite a Patient to Enroll in myHEALTHware
- Manage the Clinic Security Permissions for myHEALTHware
- Set Notification Preferences
- Upload the Patients Medical Summary to myHEALTHware
- Send a Conversation/Message to the Patient
- Reply to a Conversation from a Patient
- Add a Patient Conversation/Message to the Chart
- Using myHEALTHware Fax
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Chart Management 3
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Practice Management: Setup 24
- Setup the Practice Management System
- Enroll with GatewayEDI
- Schedule Practice Management Training
- Create a Facility
- Enter Billing Group(s)
- Link a Provider to a Group
- Set the Default Claim Options & Base Export Path
- Setup PM Security Administration/Activate Billing Menu
- Setup CPT® Code Maintenance
- Assign a CLIA Number to Lab Codes
- Assign NDC to HCPCS code
- Assign NDC to CPT®
- Setup HCPCS Maintenance
- Setup ICD Maintenance
- Setup Adjustment Maintenance
- Setup Custom Charges Maintenance
- Setup a Fee Schedule
- Setup Insurance Companies
- Setup Contact/Referring Providers
- Setup Flags/Notes
- Setup Custom Demographics Titles
- Setup CPT Code Options
- Setup PM List Options
- Update CPT, HCPCS and ICD9 Codes
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Patient Account 11
- Open a Patient's Account
- Resize Patient Account Chart Rack in Scheduler Workspace
- Take a Co-Pay
- Check the Patients Insurance Eligibility
- Add Insurance Information in the Patient Account
- Inactivate a Patient's Insurance Policy
- Create a Patient Flag or Note
- Add a Dependent to Family Balance
- View Previous Statements
- Mark a Patient as Do Not Send Statements
- Process the Patient's New Charges
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Practice Management: Transaction Entry 12
- Billing Workflow - Clinical Documentation to Claim Creation
- Transfer a Credit Balance
- Manually Add a New Charge
- Change a Co-Pay pay date to visit date
- Edit a Charge
- Apply a Payment to a Patient Account
- Change the Payer for a Patient Payment
- Apply a Payment to Multiple Dependents
- Apply a Co-Pay or Pre-Pay to Visit
- Manually Add NDC code
- Delete a Co-Pay
- Enter the More Info Misc Details
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Practice Management: Patient Ledger 11
- View Charges in the Ledger
- Create a Claim from the Ledger
- Add Charges in the Ledger
- View Personal Payments in the Ledger
- Add a Payment in the Ledger
- Print a Receipt or Statement from the Ledger
- Delete a Personal Payment
- View Insurance Payment Details in the Ledger
- Delete an Insurance Payment from a Visit
- Add an Adjustment in the Ledger
- Refund an Overpayment
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Practice Management: Claims Manager 12
- Scrub a Claim
- Correct and Rebuild an On Hold Claim
- Submit Claims
- Electronically Submit Claims
- Print Claims
- Review Submitted Claims
- Correct and Resubmit Rejected Claims from the Submitted Tab
- Resubmit Rejected Claims
- Add Original Reference Number/ICN
- Rebuild Multiple Claims at One Time
- Search for a Claim Using a Date Range and/or Claim Number
- View Total Claims In Process
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Practice Management: Posting Insurance Payments 3
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Practice Management: Reports 19
- CPT Master Report
- HCPCS Master Report
- ICD Master Report
- Custom Charges Master Report
- Adjustment Code Master Report
- Fee Schedule Report
- Dependency Report
- Duplicate Report
- Payment Summary Report
- Production by Procedure (Provider, Referring Provider or Facility) Report
- Statement Report
- Credit Balance Report
- Missed Charges Report
- A/R Patient Report
- A/R Carrier Report
- End of Day Report
- End of Month Report
- End of Year Report
- Custom Patient Reporting