Table of Contents

Welcome to WinCity SOAP Notes

Getting Started

• Essentials

• What is a SOAP Book?
• Where should I create my SOAP Book?
• How to create a new SOAP Book

• Are they Patients or Clients?
• How to Switch from Client to Patient, or from Patient to Client
• How to add a new Client or Patient

• What is a Case
• What Case name should I use?
• How to add a new Case

• How to add a new Session

Accounts

• See Cases

Body Pictures

• How to add a new body picture
• How to delete a body picture
• How to add a How to add a "version 1" style (flat) body picture
• Body pictures and severity

Cases

• What is a Case?
• How to add a new Case
• How to view an existing Case
• What Case name should I use?
• How to add diagnostic codes provided by a referring Health Care Provider
• How to change a Case name

Clients

• Are they Patients or Clients?
• How to switch from Client to Patient, or from Patient to Client
• How to add a new Client or Patient
• How to view an existing Client or Patient
• How to hide all inactive Clients or Patients
• How to unhide all inactive Clients or Patients
• How to set a Client or Patient status to Active
• How to set a Client or Patient status to Inactive
• How to change the name of an existing Client or Patient

Customization

• Customize WinCity SOAP Notes to Make It Uniquely Yours
• Customize Your Drop-Down Lists
• Customizing Screens for All New Clients, Cases or Sessions
• Customizing The Current Screen for the Current Client, Case or Session

• How to Save Ink and Paper

Database

• See SOAP Books

Employees

• How to add a new Employee
• How to view an existing Employee
• How to Change the Name of an Employee

Health Care Providers

• See Employees and Referring Health Care Providers

ICD Codes

• How to add diagnostic codes provided by a referring Health Care Provider

New Computer

• I got a new computer. What should I do?

Modalities

• Modalities
• Default Modalities
• How to Add a New Default Modality
• How to Modify a Default Modality
• How to Delete a Default Modality
• How to Reset the List of Default Modalities
• How to Add a New Modality to an Existing Session

Passwords

• What you should know about WinCity SOAP Notes' passwords
• I forgot my password
• Why can't you reset my password?

Patients

•  See Clients

PDF

• See How to create a PDF file that contains your session's SOAP Notes

Referring Health Care Providers

• How to add a new Referring Health Care Provider
• How to view an existing Referring Health Care Provider
• How to change the name of a Referring Health Care Provider

Sessions

• How to add a new Session
• How to view an existing Session
• How to change the date of a Session
• Which Chart Type Should I Use?

Severity

• Body pictures and severity
• Severity scales
• How to change your severity scale preferences

SOAP Books

• What is a SOAP Book?
• Regular vs. Practice SOAP Book
• Where should I create my SOAP Book?
• How to create a new SOAP Book
• How to open a SOAP Book
• How to open a recent SOAP Book
• How to automatically open the most recent SOAP Book
• Where is my SOAP Book

Subscription

• Subscription Overview
• Who Can Start and Modify a Subscription?
• How to Start Subscribing
• Subscription Payment Methods
• How to Change the Payment Information Associate to my Subscription
• How to Cancel a Subscription