Interface Settings only allows Auth Reps to manage the interfaces set up for the customer account you are logged into. In this screen, you can inactivate or activate interfaces and manage configuration options.
In order to activate or configure your interface settings, you must first request an interface from the services section. Please refer to our Other Services Help Article for steps on how to request an interface.
Who Can Use This Feature?
Auth Reps and Admins can edit and configure Interface Settings.
Select Interface > Settings.
Click the Edit button next to the interface you wish to activate/inactivate.
Use the drop-down menu to activate/inactivate an interface.
Inactivating an interface? We recommend contacting your interface vendor and requesting for them to deactivate the interface on their end as well. Depending on the interface you will have access to some or all of the options below.
Allow interface to update existing patient information (address, insurance info, etc)? New patients will still be created as needed regardless of this setting.
Select Yes if you want to allow the existing patient information to be updated automatically within CollaborateMD when updates are detected from interface messages.
Allow interface to archive patient insurance information? Insurance information will still be updated as needed regardless of this setting.
Select Yes if you want to allow previously updated insurance information to be archived automatically within CollaborateMD when updates are detected from interface messages.
Set charge pricing based on unit price received in interface message? By default, the pricing information within the message is ignored and the charge amount is determined based on the pricing information in CollaborateMD (code default price or fee schedule price).
Select Yes if you want the unit price associated with your procedure codes to pull the price from the Interface.
Set modifiers based on the modifiers received from the Interface? Even if this is set to Yes, default and situational modifiers will be used if they are not received from the Interface. This setting only applies to the WebAPI.
Select Yes (default) if you want to set the modifiers based on the modifiers received from the interface.
Select No if you want to ignore the modifiers sent from the interface.
Click Save.
Inactivating an interface? We recommend contacting your interface vendor and requesting for them to deactivate the interface on their end as well.