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Table of contents
SOAPedia
*Training and Implementation
Training Workshops
2010 Workshop Schedule
Workshop Evaluations
Workshop Syllabus
Intro to SOAPedia
Acronyms and Definitions
Shortcuts, Keywords, and Other Notations Used in SOAPware
Acronyms
NHIN - National Health Information Network
PHIN - Personal Health Information Network
XML
Site Layout
Navigation Tree
Page Bar
Page Information
Site Bar
Introduction Guides
SOAPware Installation Guides
Installing the SOAPware DataServer
Installing SOAPware
Installing the SOAPware DataManager
Installing the SOAPware DataManager
Creating and Restoring Backups
Creating and Restoring Backups with the 2010.0 Data Manager
Installing SOAPwareXChange
Installing SOAPwareXChangeHL7
Installation FAQs
Q: How can I test SOAPware 2008 without installing the software?
Q: How do I install SOAPware on Windows Vista?
Q: How do I stay up to date on the latest SOAPware news and software releases?
Q: What is the SOAPwareFastStart Service?
Introduction to SOAPware
Welcome to SOAPware
Exploring SOAPware
Intro to Chart
Chart Interface Basics
Visit Documentation
Summary Documentation
End of Visit
Implementation for SOAPware - Do not fail to plan
Intro to Chart Sharing
Chart Sharing Interface Basics
Selecting Charts to Share
Selecting Chart Sections to Share
Selecting the Export Location
Introduction to Editing of Text - Part II
Intro to Data Explorer
Advanced Data Explorer
Intro to Document Import
Introduction to Editing of Text - Part I
Intro to Schedule
Intro to Security Manager
SOAPware Setup
1. To Address First
1. Activate Licenses
2. Set up Groups/Pay-To Information(SW 2010)
3. Set up Clinician(s)
4. Set up Facilities
5. Set up Security Settings/Users
Deleting a User/Reassigning Tasks
Security Options Breakdown
6. Download Most Common Coded SMARText Items
2. Setting up initial preferences and defaults
1. Note to the Clinician
Preferred Chart Layout
Select Data Entry Methods - Part I
SMARText vs Free-Text
4. Top 20
CPT-Coded Item Set-up
Diagnosis Item Set-up
5. Setting up Your Default Docuplates
Order Entry Set Up
Create a New Order
Order Sets/Structure Editor
Patient Handouts
Select Data Entry Methods - Part II
Select Data Entry Methods - Part III
Setting up Your Schedule
Tools - Options
3. Master Setup Items-In Random Order
Contacts-Referrals
Insurance Companies
List Options (Master Set up)
Pharmacies
Setting-Up Initial Pick Lists
Next Steps
SOAPware Interface - Next Steps
Chart Navigator Views
Clinical Alerts
Creating a Custom Field Header
Custom Chart Sections
Custom Chart Views/Layouts
Customizing Toolbars
Document Management
Grouping Task Items
Key-command Customization
Security Settings
Documentation of Visit - Next Steps
Assessment Documentation
Docuplates - Speeding up Documentation
Docuplate Searching and Retrieval
Docuplates - Part II
The Framework and E&M Coder
Flow Sheet Introduction: Adding an Item to a Flow Sheet
Adding a Flow Sheet Item to a Flow Sheet
Adding a Reading Date to a Flow Sheet
Health Maintenance
Health Maintenance Rule Set Automation
Lab reports
Objective Documentation
Start Simple with These Objective Toggles
Order Entry - Next Steps
Demo - Order Manager
Order Entry Questions and Answers
Printing From Order Manager
Related Dx Sub-Item In Order Entry
Pick Lists - Overview
Pick List Creation
Obtaining Pick List Sub-Items
Plan
SMARText Introduction
SMARText Sharing and Discovery
Subjective Documentation
Chief Complaint (or Reason For Encounter)
History of Present Illness (HPI)
*****Reference - HPI
Review of Systems (ROS)
ROS pick lists and getting started
Tasks Manager
Intro to Task Manager
Tasks Manager Workflow
The Framework and E&M Coder
End of Visit - Next Steps
Creating Handouts
Document History
Multiple Signatures
Pharmacy Setup
Quick Print Key-commands
Implementation Guides
1. Pre-Purchase Considerations
A. SOAPware: How is it different than most?
1. Development: By Doctors...For Doctors
2. Unique Mission: Empower Clinicians Deserving of Their Patients' Trust
3. Our Marketing Strategy: Word of Mouth Advertising
4. Pricing - Straightforward, Public, and usually lower
B. Get to Know SOAPware 2008
1. SOAPware Core Solutions
2. Web Demos
C. Computer Requirements Checklist
Hardware Requirements and Suggestions - SW2010
Other Software Considerations
SOAPware Inc. IP Addresses and Firewall Settings
D. Dispelling the EMR Industry Myths
Myth #1: Amount of capital needed for EMR implementation is too great.
Myth #2: I can't find an EMR to fit my needs.
Myth #3: I am worried about my return on investment.
Myth #4: I'm concerned my EMR system may become obsolete.
Myth #5: I'm afraid of my loss of productivity during my transition to an EHR.
Myth #6: I don't feel like I have the skills to select, contract, install and implement an EHR successfully.
Myth #7: I don't want to change.
Myth #8: I'm afraid of my records getting illegally tampered.
Myth #9: I'm worried about patient information being leaked or disclosed.
Myth #10: I'm concerned about my legal liability with an EHR.
Myth #11: I'm concerned about the legality of accepting EHR records from hospitals.
E. Financial Considerations
Cost Estimator
Financing Plan
F. Purchasing Options
G. Features and Functionality Differences of the Editions
2. Post-Purchase and Pre-Install Considerations
3. Installation and Set-Up
Step 1: Installation of SOAPware
Sample Users
Reference - Installation
Default users, ID's, Passwords for installer
Step 2: Master Setup
1. Security
2. Provider Manager
3. Provider and Referral List
4. Chart Sections
5. Custom Demographics
6. Drop Down Lists
7. Insurance Companies
8. Loading Common Diagnosis & CPT Codes (Review)
9. Pharmacies
10. Scheduler
Instant Medical History (needs updating)
11. Downloading prescriptions
Step 3: Training Videos and How To's
Step 4: Hands On Training Options (Available after the Minimum New User Training Completed)
4. Customization
Customizing a HPI SMARText Item
Discussion - Example of a Customized Docuplate
Documentation Framework
Objective Workflow Demo for URI
Create the Initial, Objective/exam for a URI Docuplate
Plan, Medication, Assessment Workflow Demo for URI Docuplate
Docuplate Creation for the URI Plan, Medication, and Assessment
Subjective Workflow Demonstration for URI
Free-text typing in Subjective
Pick Lists in Subjective
Toggles in Subjective
4. Customization Optimization
Pay for Performance (P4P) Initiatives
Message to Clinicians Regarding Reporting
Documentation Items for Reporting
ACE-ARB Prescribed
Adult Parameters Commonly Reported
Aspirin Discussed
Asthma QM
Atrial Fibrillation-flutter QM
CINA
CINA - Male Report
CINA Female Report
Colo-rectal Cancer QM
COPD QM
Coronary Artery Disease QM
Depression QM
Diabetes QM
Fall Risk
Female QM
Glaucoma QM
Heart Failure QM
Hepatitis B QM
Influenza QM
Initial preventive exam QM
LDL
Mammography QM
Nutrition QM
Obesity QM
Osteoporosis QM
Otitis QM
Pap Smear Screening
Pneumococcal QM
PQRI - Physicians Quality Reporting Initiative
PQRI - 2009 Group Quality Measures
PQRI - 2009 Individual Quality Measures
Acute Bronchitis
Acute Myocardial Infarction
Acute Otitis Externa (AOE)
Asthma
Breast Cancer
Cancer Care
Chest Pain (Non-traumatic)
Chiropractic Care
Chronic Kidney Disease (CKD)
Chronic Lymphocytic Leukemia
Chronic Obstructive Pulmonary Disease (COPD)
Chronic Wound Care
Colon Cancer
Community-Acquired Bacterial Pneumonia
Coronary Artery Disease
Critical Care
Depression – Major Depressive Disorder
Diabetes Mellitus - PQRI
End Stage Renal Disease (ESRD)
Endoscopy and Polyp Surveillance
Falls
Geriatric Care
Health Information Technology (HIT)
Heart Failure
Medication Management
Nuclear Medicine
Osteoarthritis
Osteoporosis
Otitis Media with Effusion (OME)
Pain Management
Pediatric End Stage Renal Disease (ESRD)
Perioperative (Surgical) Care
Pharyngitis
Preventive Care and Screening - PQRI
Prostate Cancer
Rheumatoid Arthritis
Stroke and Stroke Rehabilitation
Syncope
Upper Respiratory Infection (URI)
Urinary Incontinence
Quality Reporting Scenario - Example
Creating a Customized Quality Reporting SMARText Item
Prostate Cancer QM
Quality Measure, Performance Reporting FAQs
Can my practice report our performance measures now?
Renal QM
Tobacco Use QM
Urinalysis QM
Reference - Long Term, Ongoing Issues
Decision Support Implementation-Updating
HIPAA Manual
Data Purging Policies
Template or Docuplate Customization Policies
Upgrades and Updates
Meaningful Use
Demographics - for Patients
Vital Signs
Problem Lists for Patient Conditions
Maintain Active Medications List
Allergy List - for Medications
Smoking Status
Encounter Summaries to Patients
Provide Patients Copies of Records
E-Prescribing for 40% of Permissible Scripts
Medication Order Entry
Med Interactions Alerts
Information Exchange for referrals, etc
One Clinical Decision Support Rule
Data Protections
Report Quality Measures to CMS/states
Quality Measures for MU
Structured Lab Results
Patients Lists by Condition
Medication Reconciliation - Regular Updates of Active Meds
Immunization Registry Reporting
Surveillances Data to Public Health Agencies
Patient Reminders
Provide Patients Access to Records
Insurance Eligibility
Electronic Claims
Lab Data to Public Health Surveillances
Advance Directives
Clinical Summaries
Discharge Information
Formulary Checks
Patient-specific Educational Resources
Upgrading from version 4 to SOAPware 2010
1 - Differences between SOAPware 4 and SOAPware 2008/2010
2 - Steps to a Successful Conversion
3 - From the Trenches
Drug interactions is being triggered anytime there is old, v4 meds in the summary medications field
Dragon Naturally Speaking
SOAPware V4 to 2008/2010 Migration Guide
Updating version 5 to SOAPware 2010
SOAPwareXchangeHL7 Source folder
Technical Guide - V5 to 2008
Documentation
030. Documentation
Workspaces
Security Manager - Workspace (Needs Updating)
User Rights (Pending Update)
Displays (Pending Update)
Chart
SOAPware Menu
Log-in/Database Connection
Log-in Expired/Change Password
Tasks
About Tasks
Create/Edit Task
Customize View
Multi - Item edit Tasks
Reminder
2. Chart Menu
Next
Previous
Chart Archiver
Chart Archiver - Security
Archive a Chart
Unarchive a Chart
Chart Navigator
Descriptions of Sections
Placing Tabs From Chart Navigator Into Patient's Chart
Timeline View
Chart Rack
Chart Rack - Create Chart
Chart Rack - Print Selection
Close a Chart
Export
Export CCR (Needs updating)
Export Patients
Chart Merger
Merge From
Merge To
Import
New Patient
Demographics
General Demographics
Demographics
Custom Demographics (in Documentation)
Insurance Companies (Documentation)
Pulled Charts
Pulled Charts - Reassign
Re-File
Save
Sections
Advance Directives Section (Chart menu)
Billing Statements Section
Billing Statements
Entering Correct, Structured Coding (CPT/Dx) in Encounter
Post Billing Statement to Billing
SOAP 1500
Setup for SOAP 1500
Billing Statements Section
Demographics Section
Customizing Demographics
Demographics
Custom Demographics
General Demographics
Fee Schedule
Guarantor Information
Insurance Demographics (Needs updating)
Print Demographics (Needs updating)
Documents Section
CCR
Correspondence In
Correspondence Out
History & Physicals
Labs
About Labs
Creating a New Lab Report
Creating a New Lab Template/Docuplate in the Docuplate Manager
Creating a New Lab Test
Editing an Existing Lab Test
Receiving New Lab Reports via HL7
Removing an Existing Lab Test
Creating and Managing a New Lab Report
Manage Lab Reports
Adding a Lab Report to a Patient Chart
Printing a Lab Report
Reassigning a Lab Report
Removing a Lab Report from a Patient Chart
Signing Off on a Lab Report
Select Lab Docuplate/Template
Using Lab Reports
Comparing Lab Reports
Entering Lab Comments
Entering Lab Reports
Selecting Labs for Comparison
Miscellaneous Reports
Pathology
Printed Encounters
Radiology (Documents)
Drawings Section
Annotation Tools
Audio Tool
Button
Closed Curve Tool
Cross Product Tool
Curve Tool
Ellipse Tool
Encrypt Tool
Freehand Hotspot
Freehand Tool
Highlight Tool
Hotspot
Line Tool
Note Tool
Point Tool
Pointer Tool
Poly Ruler Tool
Polygon Tool
Polyline Tool
Protractor Tool
Rectangle Tool
Redaction Tool
Rubber Stamp Tool
Ruler Tool
Select Tool
Stamp Tool
Text Pointer Tool
Text Roll-Up
Text Tool
Drawings Functionality
Image Modes
Select Image Template
Zoom Images
Encounters Section
Messages
SOAP Notes
Flow Sheets Section
01 Managing Flow Sheets
01 Removing a Flow Sheet from the Patient Chart
02 Signing Off on a Flow Sheet
03 Printing a Flow Sheet
04 Reassigning a Flow Sheet
02 Using Flow Sheets
01 Editing a Flow Sheet Reading Date or Column Header
02 Signing Off on a Flow Sheet Reading Date
03 Removing a Flow Sheet Reading Date or Text Column
04 Removing a Flow Sheet Item from the Flow Sheet
05 Graphing Data from a Flow Sheet
03 Creating a New Flow Sheet Docuplate
01 Creating a New Flow Sheet in the Docuplate Manager
02 Creating a new Flow Sheet Item
03 Editing an Existing Flow Sheet Item
04 Inserting New Flow Sheet Items
Growth Charts Section (Needs update)
Growth Chart Sample
Health Maintenance Section
Health Maintenance (Sections)
Disease Guideline Update
Editing Health Maintenance Rules
Generate a Health Maintenance Report
Patient Demographic Matching
Rules and Sets
Update Wellness Guidelines
Memo Section
Adding a Memo
Deleting a Memo
Printing a Memo
Viewing a Memo
Removing Documents
Summary Section
Vital Signs Section
Customizing Vital Signs View
Edit Vital Reading Date
Inserting Vital Signs
Transferring Vital Signs
Select Vital Readings
Vital signs BP Editor
Vital Signs Head Circum Editor
Vital Signs Height Editor
Vital Signs O2 Sat Editor
Vital Signs Pulse Editor
Vital Signs Res Rate Editor
Vital Signs Temp Editor
Vital Signs Weight Editor
3. Docutainers Menu
01. New
01. Docutainer
02. Document (Needs updating)
Document Types
Audio
Image
Drawing/Annotation Tools (Work in progress)
Select Tool
Rectangle Tool
Ellipse Tool
Pointer Tool
Freehand Tool
Hilite Tool
Text Tool
Text Rollup Tool
Text Pointer Tool
Note Tool
Stamp Tool
Rubber Stamp Tool
Point Tool
Redaction Tool
How to insert an image or drawing within documentation.
PDF
Videos
03. Image From Scan
04. Text From Scan (Needs updating)
05. Docuplate
02. New Encounter
Order Entry - Documentation
01. Order Manager
02. Rules
03. Destinations
Order Entry
Action/Status
Destination/Facility (Orders)
Destinations
Order Manager
Action/Status
Assigned To
Priority/Urgency
Using the Order in the Plan Field
05. Insert Order
06. Docuplates
Docuplate Macros
Docuplate Manager
Docuplates
07. SMARText Items (Manager - menu item)
List - By Keyword
List - By Type Tab
Search Tab
08. Handouts
Create Handouts
Handouts Image
09. Select Handouts
10. Print
Printing
Creating a Label in Document Designer
How Do I Automatically Print Multiple Reports At One Time?
How Do I Print Demographics?
Pulling a Chart Section Into a Document Design to Print
Storing a Final Printed-Stored Document
11. Spelling
12. Sign Off
Co-signing
Document Signing
Sign Off Multiple Documents, Multiple Patients
13. Sign All
Sign All
14. Unsigned
15. In Use
18. Search Docutainers
Docuplates
Creating a Default Docuplate
Creating Docuplates
Docuplates
How to Drop Correspondence Into a SOAP encounter note (Needs updating)
Insert Docuplate by Code
Quick Reference Guide
Rx Manager
Rx Management in 2010.1 (In Development)
Pharmacy Benefit Retrieval
Commonly Asked Question
Can I bulk retrieve eligibility information
Can I submit Rx's to PBMs when the patient eligibility has not be retrieved ?
How do I force SOAPware to re-retrieve a patients eligibility information
How often is the PBM eligibility information updated ?
I have a patient who has a PBM insurance card but I cannot retrieve the eligibility information online
The demographics information returned from the eligibility request is different than what is in SOAPware
The Retail Rx History contains inaccurate, duplicates or is missing Rx's
Formulary Information
Eligibility/Formulary Tour
Legacy Docs
Benefits Display
Patient Reconciliation for Pharmacy Benefits
Rx History
Intro to Rx Management in SOAPware 2010 (ePrescribing)
Commonly Asked Questions
How do electronically prescribe custom compound medications ?
Printing from Rx Manager results in no output
Why am I not Receiving Electronic Refills from the Pharmacies that Automatically Match with the Patients in SOAPware?
Why do Pharmacies send refill requests for Scheduled medications if I cannot refill them electronically ?
Customizations
Anti Tampering Features
Custom Rx Related Document Designs
Custom Sigs
Drug Courses
Medication Layout
Medication Structured Sub Items
Rx Management User Security Settings
Rx Manager Default Print and Fax Reports
Scheduled Drug Routing
Refill Requests
Denied - New Rx to Follow
Pharmacy Messages Monitor
Refill Requests Manager
Refill Response
Request Removal
Request Retrieval
Scheduled Medications
Rx Management
History Tab - Reviewing Prescription History
Medications Tab
Refill Requests
Rx Pad - Key Commands
Rx Pad - SW-2010
Updating Summary Medications
Creating Prescriptions
Rx Manager - SOAPware 2008/V5
03. Rx Manager
E-Prescribing
eRx Monitor - Refill Requests
Faxing to a PBM (Mail-Order Pharmacies) in SOAPware 2008
Edit-Add after RxHub Certification
Interaction Checking
Medicare Electronic Prescribing Bonus
Setting up for EPrescribing
History
Using Rx Manager for v5/2008
Medicaid Tamper-proof Prescription Issues
Medicaid Tamper-proof Prescription Issues
Prescriptions Issues
E Prescribing/RX Manager
E Prescribing-Setting the Groundwork (Needs updating)
RX MANAGER
RX's on one page
Why am I not Receiving Electronic Refills from the Pharmacies that Automatically Match with the Patients in SOAPware?
*Rx Manager - SOAPware 2010 (Deprecated)
*Drug Courses
*Pharmacy Messages Monitor
*Refill Requests
*Rx Manager - SOAP Note Synch
*Rx Manager - 2010
New Workflow Changes SOAPware 2010.1 for Adding Comments to SMARText Medications
How to create a customized SIG (2010)
*Document Designer Commands for Rx Manager - 2010
**Rx Manager
*Rx Manager in SOAPware 2010
Rx Options
Using SOAPware Faxing Service
View Docutainer History
4. Edit Menu
Undo
Redo
Cut
Copy
Paste
Font
Clear All SOAP Fields
Copy to Clipboard
Remove Unused Items
All Docutainers
Current Docutainer
SOAP to Summary
Summary to SOAP
Edit Menu Image
6. Tools Menu
02. View Previous Encounters
01. SMARText Quick Access
03. Contacts
About Contacts
Add/Update Contacts
Remove Contacts (Needs Updating)
Setup Contact-Insurance Mapping
View Inactive Contacts (Needs Updating)
04. Insurance Companies
05. Document Designer
04. Insert menu
Insert Break
Page Break
Page Number
Page Count
Footnote/Endnote
Endnote...
Footnote...
05. Data Items menu (empty)
03. SOAP Note
Signed Date/Time
Signing Provider
Document Designer 2
00 About Document Designer
01 Creating a Basic Document Design
01 Entering and Editing Text in Document Designer
02 Using Data Items and Macros in Document Designer
03 A Step by Step Example of Creating a Document in Document Designer
02 Advanced Document Design
01 Modifying an Existing Document Design in Document Designer
02 Headers and Footers in Document Designer
03 Emptying a Block in Document Designer
04 Creating Tables in Document Designer
05 Using Images in Document Designer
06 Document Design Properties in Document Designer
03 Saving and Printing a Document Design
01 Saving a Document in Document Designer
02 Deleting a Document Design from Document Designer
03 Printing a Document from Document Designer
04 Document Designer Commands
01 Insert
01 Empty Block Start
02 Empty Block End
03 Page Break
04 Current Page
05 Total Pages Count
02 Data Items
01 General Demographics
01 Address
02 Age
03 Birth Date
04 Chart Number
05 E-Mail Address
06 First Name
07 Home Phone
08 Last Name
09 Marital Status
10 Middle Initial
11 Name Suffix
12 Patient Name
13 Primary Physician
14 Sex
15 Social Security
16 Title
16 Work Phone
02 Misc Data Items
01 Clinic Address
02 Clinic Phone
03 Ask User
04 Dates
01 Current Date
02 Current Date with Full Month
03 Current w/Time
04 Current w/Time and Full Month
05 Time Only
05 Provider
01 Full Name
02 First Name
03 Last Name
04 DEA
05 State ID
03 SOAP Note
01 Encounter Date
02 Encounter Time
03 Subjective
04 Objective
05 Assessment
06 Plan
07 Medications
08 Follow Up
04 Summary
01 Active Problems
02 Alcohol
03 Allergies
04 Family History
05 Inactive Problems
06 Interventions
07 Medications
08 Past Dx
09 Past Rx
10 Physical
11 Review of Systems
12 Social History
13 Surgeries
14 Tobacco
05 Vital Signs
01 Blood Pressure
02 BMI
03 Head Circumference
04 Height
05 Pulse
06 Respiration
07 Temperature
08 Weight
03 Macros
01 Insert Chart Section
02 Insert CPT Codes
05 Document Design Properties
01 Document Design Properties
02 Document Design Properties - Printer
03 Document Design Properties - Macro
04 Document Design Properties - Additional Reports
05 Document Design Properties - Bold
06 Document Designer Properties - Rx Designs - Pending Content
07 Document Design Properties - Destination
08 Document Design Properties - Page Layout
Using Document Designer Codes in SOAPware
07. List Options
Add List
Address Types
Add/Update List Item
Advance Directive Types
Advance Directive Values
Contact Specialties
Document Status
Dx Lists (Needs updating)
E-mail Types
Financial Classes
HM Declined Why
HM Deferred By
HM N/A Why
HM Performed Where
HM Reminder How
Insurance Types
Lab Units
List Options (Tools Menu)
Patient Locations
Patient Status
Phone Number Types
Report Conditions
Schedule Appointment Status
Task Priority
US State List
09. Pharmacies
Directory
Quick Access
Rx Manager
10. E&M Coder
Exam - E&M Coder
History - E&M Coder
11. Reference Library
12. Clinical Alerts (Needs updating)
Clinical Alerts Manager (Needs updating)
Decision Support Reference Maintenance (Needs updating)
Decision Support Rules Maintenance (Needs updating)
13. Chart Section Editor
Creating a New Chart Section
Editing Chart Section Defaults
Removing a Chart Section
14. Lab Tests
Creating a new Lab Test
Editing an Existing Lab Test
Removing an Existing Lab Test
15. Flow Sheet items
Flow Sheets (Needs updating)
Adding a Flow Sheet Item (Needs updating)
Adding a Flow Sheet to a Patient Chart (Needs updating)
Adding a Lab Value to a Flow Sheet (Needs updating)
Adding a Reading Date (Needs updating)
Removing a Flow Sheet Reading Date or Text Column (Needs updating)
Signing Off On a Flow Sheet Reading Date (Needs updating)
Creating a New Flow Sheet Docuplate (Needs updating)
Creating a Numeric Flow Sheet Item (Needs updating)
Creating a Pick List Flow Sheet Item
Creating a Start/Stop Flow Sheet Item (Needs updating)
Creating a Text Field Flow Sheet Item (Needs updating)
Creating Additional Flow Sheet Items (Needs updating)
Fixed Column Flow Sheets & Adding a Flow Sheet Text Column (Needs updating)
Getting Started - Flow Sheets (Needs updating)
Graphing Data From a Flow Sheet (Needs updating)
Growth Charts -Version 5 (Needs updating)
Intro to Flow Sheets (Needs updating)
Other Functions in Flow Sheets (Needs updating)
Removing a Flow Sheet Item From the Flow Sheet (Needs updating)
16. Health Maintenance Rules and Sets Manager
17. Generate HM Report (Needs updating)
18. Custom Demographic Titles
19. Manage Facilities
Edit Facility
20. Security
Introduction to Security (Needs updating)
Security Users
User Management
Adding Users
Changing User IDs and Security Settings
Security User Editor (Needs updating)
Security Roles
Adding a new Security Role
Security Role Editor
Security Role Management (Needs updating)
Security Groups
Security Group Management
Adding a new Security Group
Security Group Editor
Introduction to Security (Needs updating)
Security Set Up
21. Change Password
Change Signature Password
Passwords - Setting for Required Password when Signing
22. Provider Manager
About Providers
Adding New Providers
Editing Providers
Customizing Provider Codes
Active Provider
How Do I Populate Provider Manger?
23. Customize
Commands
Rearrange Commands
Customize
Customizations
Creating a Docked Tab
Creating a Field Header for Summary or SOAP encounter note Section
Customizing Toolbars
How Do I Create a Code Expander/Macro?
List Options
Turn Off Auto Report Tasks
Options
Customize: Options Tab
Settings for the Visually Impaired
Toolbars
Customize
Customizing Toolbars
Keyboard Customization
Rearranging Commands in Menus and Toolbars
Show Animations
Show Status Bar
Toolbars
24. Options
Chart Layouts
Chart Rack
Document Designer
Docuplates
Drug Interactions
OCR
Options - SMARText
Options - Structured Dx
Options - Structured Rx
Pulled Charts
Scanning
SMARText Color Coding
Structured Billing
Structured Order Entry
Summary to SOAP
Toolbars
Vital Signs
Workflow
25. Check For Updates
SOAPware Update (Needs updating)
7. View Menu
01. Clinical Alerts
02. Chart Layouts
Chart Layouts
03. Lock Layout
04. Hide Chart
05. Bubble Bar
06. Status Bar
07. Animations
Patient Event Viewer (Needs updating)
Quick Notes(Needs updating)
8. Help Menu
SOAPware News
Introduction to SOAPware
Next Step Guides
Implementation Guides
SOAPware Help
Search Documentation
Suggest a Feature
Report an Issue
Email Support
Schedule a Support Call
Contact Training
SOAPedia Online Reference
Current Version
About SOAPware
Definitions/Terminology
Basic Layout
Docked Tabs/Viewers
Glossary of Definitions/Terms
SOAPware Specific Definition and Terms
Device Integrations
ECG
Importing or Capturing IQmark ECG Readings
Holter
Importing or Capturing IQmark Holter Data
Spirometry
FAQs
How do I select a specific race for the Spirometry test?
Spirometry Screens
Spirometry Settings Screens
Intro to the Chart Workspace (Needs updating)
SOAPware License Agreement
Transaction Logs
Workflow Videos
Clinical Workflow Videos - (for SOAPware 2008)
Adult Multiple Dx Workflow Videos
Adult Multiple Dx Video #1
Adult Multiple Dx Video #2
Adult Multiple Dx Video #3
Adult Multiple Dx Video #4
Adult Multiple Dx Video #5
Adult Multiple Dx Video #6
Adult Multiple Dx Video #7
Adult Multiple Dx Video #8
Adult Multiple Dx Video #9
Adult Multiple Dx Video #10
OB-Gyn Workflow Videos (Needs updating for SOAPware 2008)
OB-Gyn Video #1
OB-Gyn Video #2
OB-Gyn Video #3
OB-Gyn Video #4
OB-Gyn Video #5
OB-Gyn Video #6
OB-Gyn Video #7
OB-Gyn Video #8
Pediatric Workflow Videos (Needs Updating for SOAPware2008)
Pediatric Video #1
Pediatric Video #2
Pediatric Video #3
Pediatric Video #4
Pediatric Video #5
Pediatric Video #6
Pediatric Video #7
Pediatric Video #8
Integration
Chart Data Feed
Integrating with SOAPware
HL7 (Integrating)
Checklist for Results-Only Interface
HL7 Lab Interface Specifications for SOAPwareXchangeHL7
HL7 Pathology Interface Specification for SOAPwareXchangeHL7
HL7 Radiology Interface Specification for SOAPwareXchangeHL7
Interface Roadmap
Interface Tips & Tricks
Interfaced Products
Patient Demographics and Insurance Data Structure
SOAPwareXchange
Patient Loader
SOAPwareXchange Whitepaper
SOAPwareXchange - Common Troubleshooting
SOAPwareXchange Main Screen
SOAPwareXchange Queue Manager
SOAPwareXchange Settings Menu
SOAPwareXchange Tools Menu
SOAPwareXchange User Guide
SOAPwareXchange & SOAPwareXchangeHL7 Command Line
SOAPwareXchange & SOAPwareXchangeHL7 install Guide
SOAPwareXchangeHL7 (not finished)
HL7 Main Screen
HL7 Mappings Menu
HL7 Remote Management (not finished)
HL7 Settings Menu (not finished)
HL7 Tools Menu
SOAPwareXchangeHL7 User Guide
SOAPwareXchangeHL7 Lab interface list
DOCU-PORTAL
DOCU-PORTAL Setup and Configuration
Key-Commands
Network Administrator Related
A Holistic Approach to Network Security
Anti-Malware Guidelines
Anti-Spam Guidelines
Antivirus Guidelines
SMARText Introduction
SMARTlists and SMARText Data Entry
3 - Practice SMARText workflows
Pick List Demo #1
Adding to a Pick List using Quick Add
Pick List Demo #2
Pick List Demo #3
Pick List Demo #4
Pick List Demo #5
Pick List Demo #6
4 - Get Started with Your Own Documentation
5 - The Framework for SMARText Documentation
Find SMARText Items When Creating Documentation
How To's
Create SMARText Items
Creating SMARText Items From within a Document
Creating SMARText Items in the SMARText Items Manager
Migrating from v4 Codes
Using SMARText Builder
Creating a Structured SMARText Medication w/o Sub Items
Editing and Saving a Medication
Use SMARText via the keyboard
Pick list creation
Pick list editing
Putting the SMART in SMARText (Refers to pre-release software)
SWICPC Assessment Item Bundles
Ranking and Usage Counts in Pick Lists
SWICPC - Relating SMARText Items (Geeks only)
Discussions
In 2009, completely free text documentation is the 5x7 cards of 1984
SMARText Status
SMARText/Codes/Structured Dx, Rx's & CPT's (Pending Content)
What is structured text, discrete data or more granular text?
What's wrong with my converted codes from v4?
Would you refill my gobbilty goop?
SMARText Designer
General Area in SMARText Designer
Basic Tab - SMARText Type Selection
Item Properties Area in SMARText Designer
Coding-Notes Area in SMARText Designer
Structure Viewer Area in SMARText Designer
SMARText for v4 Users
How Do I Create a v4-like Code Expander? (Pending Content/Updating)
SMARText Item Cache
SMARText Item Types
Basic Items
Controls
Discrete Unstructured Text
Entry Fields
Exam Systems
Lists
Pick Lists
Sandwich Menu Bundles-Clusters
Objective Items
Plan Items
Structured Items
Plan Items (in Structured Items)
SMARText Medication Items
Strength sub-item issues
SMARText Assessment/Diagnosis Items
Subjective Items
Temporary Items
Types Not In Use
SMARText Items Manager
SMARText Updating
SMARText Structure Viewer
SMARText Wizard (Beta)
String Builder (Beta)
The Framework
Videos for version 5
SOAP 1500
Billing Training Sessions
Claim Scrubber
Documentation - SW Billing Standard
Getting Setup with Gateway EDI (What to Expect)
SW Practice Management - Frequently Asked Questions (FAQs)
Test Drive SOAPware Clinical Suite
Training - Help
Implementation CD (Pending Content)
Customizing
How can I change the shortcut code I use in order to enter one of the pre-built, structured medications?
Editing the sub-items in existing Structured SMARText items
Taking your paper documentation forms and using them in SOAPware.
Master Set Up
Provider Manager
Accessing Provider Manager
Adding a Provider
Provider Manager Tabs
How to Have a Signature Auto Populate on a Print Document
Editing in Provider Manager(Review)
3) Provider/Referral List
4) Chart Sections
7) Insurance Companies
8) Find common Diagnosis & CPT items (and codes)
9) Pharmacy Manager/Creating a list of Pharmacies
1) Security
1. Accessing
2. Adding Groups
3) Adding a Role (Review)
4) Adding Users (Review)
5) Passwords(Review)
6) Log In Window(Review)
7) Idle Logout(Review)
8) Locking Out(Review)
5) Custom Demographics
6) Drop Down Lists
10) Scheduler
Business Hours(Review)
Create New Facilities
Facility Closings
Locating the Scheduler
Creating a Resource (Review)
Provider Information
Setting up
10) Creating an list for EPocrates Formularies
4) Custom Demographics: How do I modify the Custom Demographic headers?
6) Adding Insurance Companies for the Drop List in the Insurance section
1) How do I create a New Patient Chart?
2) How do I insert information into the Demographic fields?
3) How do I put the Insurance information into a patient's chart?
5) Setting Up Scheduler
3. How do I set up the business hours for my Facility?
4. How do I schedule Facility Closings, such as holidays?
5. How do I set the clinic hours for a provider?
6. How do I create a Resource?
2. How do I set up Facilities in Scheduler?
1. Where is Scheduler located in SOAPware?
7) Contacts: How do I Create a list of area Providers?
8) Provider Manager
How do I access Provider Manager?
How do I add a new Provider in Provider Manager?
How do perform edits in Provider Manager?
What is the Codes tab for in Provider Manager?
9) Creating a list of Pharmacies
Manually Adding a Pharmacy
11) Adding and Deleting items to existing drop down lists in SOAPware
12) Adding a new Chart Section in SOAPware
13) Setting up Security
1) Accessing Security
2) Passwords in Security
3) Lock out Policy
4) Transaction Logging
5) Idle Logout
6) Log-in Window
7) Signature Password
8) Adding a New Group in Security
9) Adding a New Role in Security
10) Adding a New User in Security
14) Loading Your Commonly used SMARText ICD'S, CPT's & Medications (Review)
Workflow
Signing Documents (Pending Content)
Training Guide
Version 4 Migration Info
Workspaces
Bill - Workspace
Data Explorer - Workspace (Needs updating)
Analyze (Needs updating)
Explore
FAQs
Q: How can Data Explorer create a list of patients needing an annual physical?
Manage
Search
Create New Search for Demographic Items
Date Ranges
Health Maintenance (Needs updating)
New Search for SMARText Item
Searching for patients in a particular zipcode
List All Patients
Document Import - Workspace
Document Importer
Dragging & Dropping Documents into the patient chart
File Extensions Supported
Scanning
Document Importer
How to Scan
Moving a Scanned Document
Scanning a Multi-Page Document (Needs Updates for SW2008)
Document Review
Reference Library
Reference (Pending Context)
Schedule
FAQs
FAQ - What is the Place of Service?
Q: Does SOAPware have its own scheduling program?
Q: How do I change my facility in Scheduling?
Q: How do I change the Schedule to show a different time span in Scheduling?
Q: How do I change the view in Scheduling?
Q: How do I create a Appointment from Charts?
Q: How do I customize the status list in Scheduling?
Q: How do I integrate a call reminder system for Scheduling?
Q: How do I setup a recurring Lunch Break for my Provider?
Q: What is a recurrence in Schedule?
Q: What is a Scheduplate?
Q: What is the difference between a Provider and a Resource in Scheduling?
Q: What is the difference between Basic scheduling and Professional scheduling?
Q: Why is Custom scheduleplate coloring not visible to all Schedule users?
Main Scheduler Views
Scheduler
Active Facility/Select Facility
Facility Editor: Setting Facility Closings
Find Open Appointment
How to Use Scheduler
Make Appointment Dialog Box
Manage Facilities
Patient Appointments
Recurrence Pattern
Scheduplate Editor
Scheduplate Manager
Select Referral
Scheduler Menu Options
Active Facility
Appointment Slips
Blocking Time Slots
Changing Appointment Status
Coloring Menu
Exports Schedule
Find Open Appointment
Manage Scheduplates
New Chart
Patient Appointments
Reassigning Appointments
Refresh
Reports Sub-Menu
Patient Report
Print Simple Schedule
Status Report
Rescheduling Appointments
Scheduling an Appointment from the Patient Chart
Time Sub-Menu
Tools Menu (needs content)
Manage Facilities
Viewing Appointments by Provider/Resource
Views
Security Manager - Workspace (Needs Updating)
Document Signature Required Password
FAQs
General Settings (Needs Updates)
Quick Ref. With Screen Shots
Security Administration
Security Manager (Needs Update)
Tools - Menu Item
Change Signature Password
Clear Locks
Transaction Logging (Needs Updates)
User Log-in/Log-out
User Rights
Charts
Displays
Available Document Designs Security
Chart Archiver
Chart Layout
Chart Merger
Chart Navigator
Chart Rack
Chart Sections Security
Contact Manager
Custom Demographic Titles
Custom Forms
Intro to Document Designer
Creating a Prescription that Prints one Prescription per page
Docuplates
Field History
FlowSheet Items
Handouts
In Use (Locked) Documents
Lab Tests
List Options
Providers
Pulled Charts
Search Document
SMARText Items
Unsigned Documents
Document Importer (Pending Update)
SMARText Builder - Workspace
SMARText Builder - List Creator & Structure Editor
A new way to create lists
Specialty Code List from AMA used to create referral items
Structure Editor
Knowledge Base
Community
Community Forum Tips
Drawing Board
Document Importer
RxHub
Demographics - New Chart Changes
Eligibility Presentation
Eligibility Retrieval
Scheduling
Scheduling: Additional Security Options
SOAPware 2010 Screenshots
Suggest a Feature
Industry News
A Remedy For Health-Care Costs
Electronic Health Records and Malpractice Claims in Office Practice
EMR-Medical Industry Related
Health Care as if Health Mattered
New Zealand and Denmark healthcare observations made from an American perspective
*Minnesota to madate e-prescribing
Why do we not participate in EMR rating systems?
NCQA Certification for Patient Centered Medical Homes
*The future belongs to those using "certified" systems!
There's a war out there, old friend
Patients must have control of their health information
Newsletters
RSS Feeds aka Blogs
SOAPware 2008 Demonstration Videos
Downloads
Installation Videos
Current Ver. (Downloads, Release Notes, etc.)
Beta Software
SOAPware 2010.0 Public Beta Release
SOAPware 2010 upgrade paths
SOAPware 2010.1 Public Beta
RxHub Formulary Changes
SOAPware 2010.1 Release Notes
SOAPware 2010.2 Public Beta
SOAPware 2010.2 Beta Release Notes
SOAPware 2010.2 Data Manager Setup
Previous Ver. (Downloads, Release Notes, etc.)
SOAPware 2008
2008.0.382
Downloads
Release Notes
2008.0.447 10-08-2008
Downloads
Release Notes
2008.0.451 10-15-2008
Downloads
Release Notes
2008.0.453 10-17-2008
Downloads
Release Notes
2008.0.452 10-16-2008
Downloads
Release Notes
2008.0.458 -10-24-2008
Downloads
Release Notes
2008.0.497 12-03-2008
Downloads
Release Notes
2008.0.520 12.30.2008
Downloads
Release Notes
2008.0.543 03.06.2009
Downloads
Release Notes
SOAPware 2008.0
Change Notices
Account Lockout
Clinical Alerts
Destinations
Document Design(Report) Types - concept added
Document Signing - Electronic Signatures
Co-Signing
Document Level Signatures
Document Tasks
Password to Sign
Provider - Needs Supervisor Signature
Supervising Provider
Unsigned Documents / Refile Chart
View Document Signatures
Drug Interaction Options
Financial Chart Section
Fonts
General Demographics
General Demographics - Exclude from Chart Searcher
General Demographics - Relationship Tracking
General Demographics Notes
Health Maintenance
Add Rule Sets to chart
Automatically add rule sets to chart
Immunizations - Release Notes
Rule Sets matching patient demographics
Specify Dates for a rule to be due
Ignore text for Interaction Checking
Invalid log-in notice
Key Commands
Lab Flowsheets--Test codes
Menu / Toolbar Customization Saving
Multi Select Lists
Order Entry - Workflow
Order Entry Smartext Item
01. Assigned To
02. Priority/Urgency
03. Action/Status
04. Destination/Facility
05. Location
06. Ordering MD
07. Instructions
08. Related Dxs
09. CPT® Code
10. Date
11. Performed Date
12. Cosign Date
13. Due
14. Reminder Date
15. Overdue Date
16. Responsible MD
17. Condition
18. Cosigner
19. Consultant
20. Contacts
21. Authorization
22. Payer
23. Rule
24. Cost
25. Charges
26. Comment
SOAPwareXchange Queue Manager: Edit/Delete Maps
PDF Docutainer Copies
Provider Log in - Can't change active Provider
Refill Response History
Remove Rx History Item
Document Design(Report) Types - concept added
Rx Eligibility (In Rx Manager)
Security
Built-In User//Role changes
Password Complexity
Security domain menu changes
SMARText
Hide Unused
SMARText Usage Setting
SOAPware Explore
SOAPwareXchangeHL7 - Auto Create Charts
SOAPwareXchangeHL7 - Disable Report ID Logging
SOAPwareXchangeHL7 Patient Mapping Window
SWICPC - SMARText Relations
Tasks for Order Entry
Training Guide
Transaction Logs
Acknowledge Document
Audit Result shows in display
Auditing tracking has been revamped
Review SMARText Item
View Document History
View Docutainer History
View SMARText Item History
txt and rtf extension support
User Settings are not per computer now
Database Updates
Audit tables added
Chart Searcher Query Table Added
Chart Searcher Results table added
Clinical Alerts Support
Demographic History
Document Signatures table added
Grid List Layouts
Needs Supervisor Signature column added to Providers
Non-Patient Demographic Tracking
Notes column added to General Demographics
Quick Notes Table Added
Relationships
Release Notes
SOAPware 4
SOAPware 5
5.1.6
Change Notices
Insert Entry Area Before/After Menu
IQmark ActiveX Registration Error
Remove Unused Property
Restricted Rx Fields
SMARText Quick Access
SMARText Quick Access Toolbar
Release Notes
5.1.8
Change Notices
Converter - Lab checkbox removed
Drag/Drop Document Movement
Exclude From Reporting
Fax Support
Item Comment Editor
Option - Display In Quick Access Removed
Patient Report
PDF External Editing
Quick Add
Recurrence Maximums Set
SOAPwareXchange: XML Superbill option added
SOAPwareXchange Queue Manager: Remove All Button added
Turn Off Creating Report Tasks
View By Keyword Tab Added to SMARText Manager
Downloads
Release Notes
5.1.85.431
Downloads
Release Notes
5.1.85.436
Downloads
Installation Videos
Data Manager Installation Video
DataServer with PostgreSQL Installation Video
SOAPware 5/2008+ Installation Video
SOAPwareXchange Installation Video
SOAPwareXchangeHL7 Installation Video
Pending Ver. (Downloads, Release Notes, etc.)
SOAPware 2008.1
Change Notices
Document Designer Commands and Docuplates/SMARText Codes
Tasks Manager Refresh Button
SOAPware 2010
SOAPware 2010.0
Database Updates
Add - soapware customizations quickadd rx
New Row - soapware customizations menudefinitions
New Column for soapware_admin_providers
Update - Soapware customizations pharmacies
SOAPwareXchange File Locations
Legacy Downloads (4.x, etc.)
SOAPware 4.x Drug Interactions for the year 2010
SOAPware 4.X and Modules
Chart Portal
Chart Searcher
SOAPware
User's Guide
SOAPwareXchange
SOAPwareXchangHL7
SQL\MSDE Migration Kit
SQL Client Database Setup
SQL Data Manager
Transaction Log Browser
Utilities
SOAPware Alerts
Alert Test
SOAPware 2008.0.511
SOAPware 2008.0.520\536 Data Converter
SOAPware 2008.0.520 Data Converter
Support
Common Solutions
Knowledge Base
Configuration Changes for 2010.1 Datamanager
Database (PostgreSQL)
Common Connection Issues in SOAPware 5 & 2008
CONNECTION FAILURE
Moving PostgreSQL To Another Drive
No Space Left on Device
Unable to connect to SOAPware Server
Unable to write data to the transport connection
Domains used by SOAPware
Drug Database Updates
Error Messages
BrtHolter.Dll error
COMException in SOAPwareXchangeHL7
Out Of Memory
Vital Signs Error in V5
Frustrations
Midmark Integration Issues
My Toolbars Don't Save
Printing from Rx Manger results in no output
Quick Access always 'popups'
SOAPware is Running Slow
The Allergy Pick List is slow.
Where is the Message Section
Why are medications spaced apart?
General Usage
Exporting Patient Demographics from V5 and 2008 using PostgreSQL
How to add Diagrams to SOAP Notes
Laptop Walkabout
Improving SOAPware's Speed
Check Your Anti-Virus Software
Data Manager Maintenance
Hardware Requirements & Recommendations
Optimizing Performance of SOAPware
Other Steps
Printing - Document Designs
Printed documents are not display the grid lines even though I have the option selected.
Printing "Secure" Rx's
SMARText
Pick List items don't appear checked even though they have been inserted
Saving SMARText to external file for troubleshooting purposes
Troubleshooting - Known Issues
Known Display Issues
External/Mutiple Monitors
Visual Styles - Related Operation Error - (RED X's)
Known Install Issues
SOAPware 5 shortcuts still reside in Start menu after upgrading to 2008
Known Layout Issues
Known SMARText Issues
Known Spell Check Issues
Help Desk - for Bugs
Known Issues
2008.0.453 (SOAPware)
Backup and Restore with DataManager 2010.0.x
SOAPware help file may not display on secondary monitors
Legacy Downloads
SOAPware v5 Releases
Tools
SOAPware 4.X
Backup\Recovery of MSDE, SQL2000, SQL2005 databases using the "Data Server Manager" for 4.X
How to install SQL Server 2005 Express to use with SOAPware 4.X
Installing SOAPware 4.x on Windows Vista
Laptop Walkabout for SOAPware 4.X & MSDE, SQL2000, or SQL2005 Databases
Medicare Electronic Prescribing Bonus Codes for 4.X
Scanners that are compatible with SOAPware 4.X
Support Dept. FAQs
Q: How do I connect through LogMeIn to a SOAPware representative?
Q: How do I report a bug?
Q: How do I schedule a support call from within SOAPware?
Q: How do I suggest a feature?
Q: What is the difference between Priority Support and Standard Support?
SOAPwareXchangeHL7
SOAPwareXchangeHL7 Source folder issue.
Services
SHS
The Mission of SOAPware Hosting Service (SHS)
FAQs
Q: How do I controll the size of my screen?
Q: How do I correctly logout/disconnect from my SOAPware ASP Server
Q: How do I Import images into a Chart via Remote Desktop
Q: How do I make a basic connection to the SHS SOAPware Server?
Q: How do I print from Remote Desktop Connections (RDC)
Q: How does a Remote Desktop Connection "Session" work?
Q: What controls the speed of my ASP server?
Q: Why won't printers load into a Remote Desktop Session?
FAQs - Frequently Asked Questions
About SOAPware
Q: Is SOAPware CCHIT Certified?
Q: What is the difference between SOAPware v5 and SOAPware 2008?
Q: What is the difference between SOAPwareRX, SOAPware 2008 Standard, and SOAPware 2008 Professional?
Chart Explorer
Chart Explorer Enhancements
Data Conversion
Document Design Codes That DO NOT Convert from Version 4.x to version 2010
Data Explorer
Database
Creating a Backup with SOAPware Data Manager
Q: How do I backup my databases?
Q: What is PostgreSQL database's top capacity?
Document Designs
How do I designate a Document Design as an Order?
Q: How do I create a New Document Design in Document Designer?
Q: Where are the "save to" or "insert" macro commands?
Document Review Workspace
Q: Why can't I access the Document Review workspace?
Documentation/Encounters
Q: Can I remove or hide certain section of Summary and SOAP encounter notes?
How do I find followup notes?
Q: How do I clear the field under headings in the chart?
How To Include or Exclude Provider Name In Follow Up
How to print notes for a Medicare Audit
Q: What are Document Demographics?
Removing Documents
Docuplates
Q: How do I create a docuplate
Q: How do I Create a Normal Exam Docuplate
Q: How do I create a Summary Pick list Default Docuplate
Docutainers
Docutainer Lists
Downloads and Updates
Q: How do I find out what is the latest version of SOAPware?
Drug Interactions/eRx/Rx's
How do I remove a refill request
How to Build a Multi Page Prescription
How to change the report printed in Rx Manager
How to not show Minor Drug Interactions
How to Use a Multi Page Rx
Printing CMS compliant 'Secure' Rx's
Q: How do I respond to Controlled substance refill requests?
Q: Why am I receiving an interaction notice?
Troubleshooting ERX Issues
E&M Coder
Q: How do I enter a Chief Complaint for E&M Coder?
Q: What does the methodology tab show us in E&M Coder?
Q: Why is the Level of Risk the color red in E&M Coder?
Faxing
How Can I Fax Directly From SOAPware?
Growth Charts
How to use Growth Charts
Handouts
How do I add handouts to a SOAP encounter note?
How do I remove or deselect handouts in a SOAP encounter note?
Hardware and Requirements
Can I use an iPhone to access SOAPware?
Mal-ware Prevention
Q: Can I use SOAPware on a Mac or Linux?
Q: Can SOAPware Run on a Mac?
Q: How Can I Access SOAPware Outside of the Office?
Q: What kind of Internet connection do I need for remote access?
Health Maintenance
Health Maintenance - Transfer to Plan
HIPAA
Q: What is a HIPAA Business Associate Agreement?
Installation
June 2009 Workshop Q & A
Keyboard Commands
Keyboard commands won't save
Troubleshooting Custom Keyboard Bindings
Labs
How do I: Insert a copy of a lab into my SOAP encounter note ?
May 2010 Workshop Questions
Miscellaneous
How can I communicate with other SOAPware users?
Physician Signature Requirements for Diagnostic Tests
What Macro Program works with SOAPware
October 2009 Workshop Q & A
Order Entry
How do I create and customize a document design so that I can print or fax it from the Order Manager
How do I insert an order into my SOAP encounter note
How do I remove or add Order Entry sub-items that display in the Plan field
How do I remove the sub-items shown in the Order Manager
Are there examples of orders available in the library
Prescribing
Message: At least one prescription does not have a dose or form specified
Sub-items not showing for medications?
Q: When SOAPware's eRx Fax Server sends a fax to a pharmacy, what is the format?
Printing
Choose your printer for a specific report
Custom Fields in SOAP or Summary not Printing
How do I print selected handouts?
Printing Docutainer Lists
Pulled Charts
How do I customize the Location options in Pulled Charts
Remote Desktop
How can I optimize SOAPware over an RDP connection
Sales and Licensing
Q: Can I return SOAPware if I am not satisfied?
Q: Does SOAPware integrate with my Practice Management or Billing Software program and do I need any additional software to complete the integration?
Q: How can I tell what version of SOAPware I am using?
Q: How do I see my SOAPware License?
Q: How many computers can I install SOAPware on?
Q: How many office staff can use each SOAPware license?
Q: How to Download Current Providers and Licenses in SOAPware
Q: What is the annual renewal fee for SOAPware 2008?
Trouble after renewing or adding enhancements
Schedule
SHS
Security
Q: Why can I no longer access my charts?
Q: Why can I no longer sign off Documents?
Q- How can I determine how the summary appeared at any past date in time
Why do I keep getting Log In failures?
September 2009 Workshop FAQ
SMARText
Q: Is there a good way to download a large block of common meds (structured format)?
Q: Is there an easier method to transfer data item such as between the Summary and SOAP?
Q: The list I get with Shift +F11 is often too
Forms
Hardware Issues
How do I add a comment or free text to a structured item ?
How do I add comments to a structured item ?
Q: How do I insert an image of a signature with SMARText?
How to Set up a SMARText CPT Item
Item Separators are not working with pick lists
Q: How can I change the wording and appearance of SMARText in my documentation?
Q: Bulk SMARText Item Type Editing
Q: How do I prep my top 10-20 SMARtext items for use?
Q: How do I update SMARText items?
Q: How Do I Use Document Designer Commands in SMARText/Docuplates?
Q: How do I use existing SMARText items as the basis for new ones?
Q: How do we retrieve the latest version of items we have downloaded?
Q: What do the icon colors mean in SMARText Manager?
Q: What is that +++++ that is in some SMARText items?
Q: What is the Related Dx field?
Q: Why do my items not update after I run the SMARText Updater?
Unable to Uncheck an Item in a Pick List
Q: Why do I get a "Connection Failed" error when attempting to update SMARText?
SOAPwareXchange
Duplicate Charts are being created with SOAPwareXChange
Insurance Company Information Doesn't Transfer from my Practice Management Software
SOAPwareXchange Integrations list
SOAPwareXchange HL7
Spirometry
Support Dept.
Task Manager
How do i reorganize my Tasks and Document lists ?
Updates
FAQ- Do We Have to Update Soapware On All Computers?
User Interface
Q: How can I utilize multiple monitors when using Remote Desktop?
How do I save Toolbars in SOAPware 2008
How to Create Desktop Shortcuts for SOAPware
Q: Do I have to memorize a bunch of shortcut codes to use SOAPware?
Q: How can a patient’s past visits be most efficiently reviewed?
Q: How do I keep docked tabs from "flying" out when I move my mouse over them?
Q: How do I Reactivate/Add Pop-up Tabs?
Q: How does one change the default SOAP encounter note?
Q: I closed a docked tab, how do I get it back?
Q: Why do/don't windows "fly out" when I move my mouse around the screen?
Q: Why doesn't my newly created chart section show up?
Vital Signs
How to change what units Vital Signs show
4.X Upgrade to 2010 Changes
Areas that do NOT convert from SOAPware 4.x to SOAPware 2008/2010
Change Management - Easing the Transition
Expander Codes
Flow Sheets (What to expect)
Handouts
Health Maintenance
Pulled Charts (What to expect)
Report Writer / Printing
Signing Off Documents (New Workflow)
Superbill/Billing Statements (What to expect)
Templates
To Do List
http:/soapedia.mysoapware.com
030. Documentation
Integration
SOAPwareXchange & SOAPwareXchangeHL7 installation Guide
SOAPwareXchangeHL7
SOAPwareXchangeHL7 configuration
SOAPwareXchangeHL7 Users Guide
If Page Not Found - August 2009
Path to Getting Started
ZTo Edit and Sort
SOAPWare 2010.0 Overview
Data Explorer Starters
Demographics
Medications
Implementation Issues
SOAPware 2010.1 Overview
Discontinue Medication
Top 10 Questions From Sales
Copyright © 2008 SOAPware, Inc. All rights reserved.
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