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