Appointments

The Scheduler section provides functionality to optimize your front-office and back-office workflow. Our scheduler allows designated users to access several functions from within the scheduling program. The appointment scheduler can be easily customized to fit your needs and maximize the physician’s time. 

Have a completely booked appointment schedule and a backlog of patient's requesting an appointment? Good for you! But instead of writing that appointment down on a sticky note and hoping you remember, you can add this appointment to your Wait List. 

That way, if a scheduled patient calls to cancel or reschedule, you will be notified of any appointments in your wait list that can fill the open slot. 

The Appointment Control screen allows you to easily search appointments that have been created within the scheduler. This screen provides an easy and efficient way to find and update the status for multiple appointments at once. For example, you can find all the appointments for the next day and set them all to a confirmed status.

The Superbill Batch Print screen allows your office to print all superbills for upcoming appointments based on date, department, resource, and more so that medical practitioners can quickly complete and submit the procedure(s) and diagnosis(s) for a patient visit for reimbursement. 

Batch Printing Superbills is only available to customers that use our appointment scheduler. If you’re not using our scheduler, you’ll have to manually print each superbill from within the patient section. Superbills can be created or edited in the Customer Setup > Superbills section.

The Inteligen Intake (Patient Intake Forms) feature removes users' manual input of completed fields into their software when handling the initial patient data entry via paper or manual electronic forms. Updox, a part of EverHealth, has built a Forms product that allows us to create forms. The CMD app will then send them to patients automatically (as part of their appointment reminders) or manually, and receive the form data back as discrete fields that we can enter into the Patient section. This workflow will reduce the chances of errors and increase automation in the patient check-in process.

This new feature enables patients to complete forms online using their phone, tablet, or computer and submit them. Within CollaborateMD, users will then receive the form data, associate it with patient records, and decide which data provided by the patient should replace or populate fields within the actual record making it a more efficient method of collecting information from the patient.