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. 

Who can use this feature?

Users with the Scheduler permission can view and create appointments.

Manage Waiting List

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. 

Who can use this feature? 

Users with the Scheduler permissions can view and create appointment requests on the waiting list. 

Appointment Control

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.

Who can use this feature?

Users with the Scheduler permission. 

Superbill Batch Print

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.

Who can use this feature?

Users with the Batch Printing permission.

Intelligent Intake (Patient Intake Forms)

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.

Who can use this feature?

Users with the Forms permission set to View Forms are able to view the answers submitted on any form. When set to View & Apply Forms, they are also able to view and apply forms to the patient record.

Users with the Send Forms permission set to Allow are able to send intake forms to patients.

Important Note: You must use the CMD Scheduler to use Patient Intake Forms.  For more information on setting up your scheduler, please visit our Appointment Configuration Help Article.  For information on enabling the Intake Forms feature please visit our Manage Intake Forms Help Article. 

It is highly recommended that you have the Appointment Reminder feature enabled and configured to use Patient Intake Forms. For more information on setting up your appointment reminders, please visit our Manage Appointment Reminders Help Article.