Add a Procedure Code Alert

CollaborateMD allows you to add specific alerts to your procedure codes. Alerts will appear as a pop-up whenever the procedure code is opened in a section of CollaborateMD. Using alerts helps ensure your team is made aware of any important information associated with your procedure codes. For example, "Tricare does not accept this code." or "This code is an exclusive code."

Follow the steps below to add alerts to procedure codes.

  1. Select Customer Setup > Codes... > Procedure Codes.

  2. Use the Search field to find the procedure code by the CPT/HCPCS code or description. Or use the Show All button to view all codes.

  3. Select the Procedure Code.

  4. Locate and click on the  Alerts tab from the right-hand side panel.

  5. Click the Add Alert button.

  6. Write the message you would like to have appear in the alert pop-up.

  7. Use the Display Options boxes to determine when you would like the alert to appear.

    For more information on the Display Options, please visit the Alert Display Options Help Article.  

  8. The Effective Date Range allows you to set how long the alert should remain active. 

  9. Click Done to add your alert.

  10.  Click Save.