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Table of contents
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Table of contents
Welcome to SOAPedia
Intro to SOAPedia
Introduction Guides
SOAPware Installation Guides
Installing the SOAPware DataServer
Installing SOAPware
Installing the SOAPware DataManager
Creating and Restoring Backups
Installing SOAPwareXChange
Installing SOAPwareXChangeHL7
Introduction to SOAPware
Welcome to SOAPware
Exploring SOAPware
Intro to Chart
Chart Interface Basics
Visit Documentation
End of Visit
Summary Documentation
Intro to Chart Sharing
Chart Sharing Interface Basics
Selecting Charts to Share
Selecting Data to Share
Selecting the Export Location
Intro to Data Explorer
Intro to Document Import
Intro to Schedule
Intro to Security Manager
Next Steps - Under Construction
Documentation of Visit - Next Steps
Docuplates: Speeding up Your Documentation
EM Coder (Only Available in SOAPware Professional) (In Process)
Flow Sheets
Adding a Flow Sheet Item to a Flow Sheet
Adding a Reading Date to a Flow Sheet
Health Maintenance (Empty)
Labs HL7 (Empty)
Order Entry
Picklists (In Progress)
*SMARText (need screen shots)
SMARText Sharing/Discovery (In Progress)
Task Management
End of Visit - Next Steps
Creating Handouts
Custom Printing
Document History
Multiple Signatures
Pharmacy Setup
Rx Management
SOAPware Interface - Next Steps
Advanced Keyboard Access
Chart Navigator Views (in process)
Clinical Alerts
Custom Chart Sections
Custom Screen Views/Layouts
Customizing Toolbars
Document Management
Security Settings (Empty)
Sort/Managing Document Lists (Empty)
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. Live Web Demo
C. Computer Requirements Checklist
1. Hardware Requirements/Suggestions
2. Other Software Considerations
D. Dispelling the EHR Industry Myths
Myth #1: Amount of capital needed for EHR 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 EHR 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/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
*****Reference - Older Pre-Purchase Documents
Cost Estimator
Financing Plan
F. Purchasing Options
G. Features and Functionality Differences of the Editions
2. Post-Purchase/Pre-Install Considerations
Implementation Planning for SOAPware 2008
1. Welcome to SOAPware
*Getting Started Guide
2. Preparing for Implementation
A. PEOPLEware
1. Change Readiness
a. Leadership
b. Change Management
*****Reference - Change Management Specifics
*****Reference - Change Readiness
II. Goals, Expectations
*****Reference - Goals
Alternatives - Bleeding-Edge, Low-Performance Practices
III. Success Culture
*****Reference - PEOPLEware (10%, RBO)
B. Planning
I. Workflow Changes
*****Reference - Workflow Re-Engineering Examples (RBO)
II. Data Entry
a. Paper to Paperless
Scanning Strategy
b. Customization
*****Prescription Format - Customization (20%, Trainers)
*****Reference - Initial Customizations (10%, Trainers, LM, RBO)
c. Note Design
III. Transitioning to Live
a. Training
b. Practice the New Workflows
c. Evolution, not Revolution
IV. Support
*****Reference - Support
T - Error Messages
C. Hardware, Software, System, Support
I. Goals - Availability, Speed, Capacity
Capacity Planning
II. Interfaces
III. Support/Maintenance
Backups
Updates
IV. Disaster Recovery Plan
*****Reference - Old Back-Up and Disaster Recovery doc
Site Map-Drawing
V. *Testing (Empty, LM, DC, Trainers)
D. Clinic Goal Setting and Assessment Questionnaire
3. Implementation Worksheets, Assigning Duties, etc.
*****Reference - Implementation Worksheets
3. Installation and Set-Up
Step 1: Installation of SOAPware 2008
*Default users, ID's, Passwords for installer
*Reference - Installation
T - Other Software - Installation
Step 2: Master Setup
1. Security
*Reference - Security
11) Downloading your Medications
2. Provider Manager
3. Provider/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
Step 3: Training Videos/How Tos (Empty - CS, KY, LM)
A. New User (Empty - Cindy) *Could be done during Steps 1,2
B. Intermediate User (Empty - Cindy & Kaye)
C. Advanced User (Empty - Cindy & Kaye)
Step 4: Hands On Training Options (Available after the Minimum New User Training Completed)
Remote Training (Empty - Trainers, Resellers)
Onsite Training (Empty - Trainers, Resellers)
Training Workshops (Empty - Trainers)
4. Customization
Optimization (Trainers)
Reference - Long Term, Ongoing Issues
C - Decision Support Implementation
Updating
PQRI - Physicians Quality Reporting Initiative
4. Customization/Optimization (Empty)
Reference - Long Term, Ongoing Issues (Empty)
Decision Support Implementation-Updating (In Progress)
Template-Docuplate Customization Policies (10%, Trainers, LM)
HIPAA Manual (20%, LM, DC, BH, Trainers, AM, DH, RP)
Data Purging Policies (10%, DH, AM, DC, RP)
Upgrades/Updates (10% DH, AM, DC)
Upgrading from version 4 to SOAPware 2008
1 - Differences between SOAPware 4 and SOAPware 2008
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 Migration Guide
Updating version 5 to SOAPware 2008
Technical Guide - V5 to 2008
Documentation
Chart - Workspace
SOAPware Menu
Login/Database Connection
Login Expired/Change Password
Tasks
About Tasks
Create/Edit Task
Customize View
Multi - Item edit Tasks
Reminder
2. Chart - Menu item
Next
Previous
Archiver
Chart Archiver - Security
Archive a Chart
Unarchive a Chart
Chart Navigator
Descriptions of Sections
Placing Tabs From Chart Navigator Into Patient's Chart (Training)
Timeline View
Chart Rack
Chart Rack - Create Chart
Chart Rack - Print Selection
Close a Chart
Export
Export CCR (Needs updating for SOAPware 2008)
Export Patients
Merger
Merge From
Merge To
Import
New Patient
Demographics
General Demographics
Demographics
Custom Demographics (Needs updating for SOAPware 2008)
Insurance Demographics (Needs updating for SOAPware 2008)
Pulled Charts
Pulled Charts - Reassign
Re-File
Save
Sections
Advanced Directives Section (Needs updating for SOAPware 2008)
Billing Statements Section (Needs updating for SOAPware 2008)
Billing Statements
Post Superbill to Billing
SuperBill/Billing Statement
Demographics Section
Customizing Demographics
Demographics
Custom Demographics
General Demographics
Fee Schedule
Guarantor Information
Print Demographics (Needs updating for SOAPware 2008)
Insurance Demographics (Needs updating for SOAPware 2008)
Documents Section
CCR
Correspondence In (Needs updating for SOAPware 2008)
Correspondence Out (Needs updating for SOAPware 2008)
History & Physicals (Needs updating for SOAPware 2008)
Labs
About Labs
Creating a New Lab Report
Creating a New Lab Template in the Docuplate Manager
Creating a New Lab Test
Editing an Existing Lab Test
Removing an Existing Lab Test
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 Template
Using Lab Reports
Comparing Lab Reports
Entering Lab Comments
Entering Lab Reports
Selecting Labs for Comparison
Miscellaneous Reports (Needs updating for SOAPware 2008)
Pathology (Needs updating for SOAPware 2008)
Printed Encounters (Needs updating for SOAPware 2008)
Radiology (Needs updating for SOAPware 2008)
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 (Needs updating for SOAPware 2008)
Flow Sheets Section
Growth Charts Section (Needs updates for SW2008)
Growth Chart Sample
Health Maintenance Section
Health Maintenance
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 (Needs updating for SOAPware 2008)
Unfiled Section (Needs updating for SOAPware 2008)
Vital Signs Section
Customizing Vital Signs View
Edit Vital Reading Date
Inserting Vital Signs
Transferring Vital Signs