SOAPwareXchange Settings Menu

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This section will explain the settings menu.  

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  • Click Settings > Suspend Operation, will stop SOAPwareXchange from processing any additional files from your PMS/Billing System Integration.
  • Click Settings > Batch Export From SOAPware, will Export a comma delimited file of all SOAPware Patient Demographics that can be used by your PMS/Billing System Integration to Import all your existing SOAPware Patients if they do not already exist in that system.  
  • Click Settings > View/Edit Doctor ID Map, will allow you to enter, view & edit your Doctor ID Mappings to your PMS/Billing System Integration.  This information will be entered by a SOAPware Technician upon setting-up of SOAPwareXchange or may be given to you by the PMS/Billing System Technician so that you may enter it.  The Doctor ID will be found in the files that are exported by your PMS/Billing System Integration which will create a link between the providers in SOAPware & your PMS/Billing System.
  • Click Settings > Outbox Settings, will allow you to select what SOAPwareXchange exports to your PMS/Billing System.
    • xchange-outbox-settings.pngPost Superbill when enabled with a check will send compiled Superbill data from a completed SOAP encounter note in SOAPware to your PMS\Billing System for processing.  The Superbill is only compiled & sent for processing if the Post button is clicked in the Billing Statements section of SOAPware.
    • Send General Demographic Changes when enabled with a check will send patient demographic edits\updates to your PMS\Billing System Integration, if an existing link is present between the patient chart in SOAPware & your PMS\Billing System. 
    • Use this System ID for posting superbills is the ID inserted into files SOAPwareXchange exports to be processed by your PMS/Billilng System Integration.  This ID will identify the integration that will need to process the file.  The most commonly used integration is X-Link which integrates with Medisoft, Lytec, etc.
  • Click Settings > Date Format, will allow you to select the date format that your PMS/Billing System Integration requires so that birthdates, etc. can be processed correctly.  The most commonly used is YYYYMMDD (used by X-Link).  
  • Click Settings > Auto-Create Charts, when enabled will all SOAPwareXchange to automatically create a new patient chart in SOAPware if it doesn't already exist.  SOAPwareXchange verifies a charts existance by comparing first name, last name, birthdate, and social security number and if those 4 items do not match an existing patient a new chart will be created.  If disabled SOApwareXchange will add the patient to a queue, which can be accessed by the Queue Manager.  The Queue Manager will allow you to create a new chart, match the patient to an existing chart, or exclude the patient from being created in SOAPware.  
  • Click Settings > Empty Error Directory, will delete any existing error logs that are present in the Error folder (default =  C:\Program Files\SOAPware\SOAPwareXchange\Error).
  • Click Settings > Clear Patient ID Map, will delete all the existing patient chart links between SOAPware & your PMS/Billing System.  After doing this all chart links will have to be reestablished  with SOAPwareXchange automatic matching or manually with the Queue Manager, when they are sent through your PMS/Billing System Integration for processing once again by SOAPwareXchange. 
  • Click Settings > Auto-Format Names

 

Page last modified 23:05, 16 Dec 2009 by Sandra Miller
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