CollaborateMD
Table of Contents
Table of Contents
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Glossary
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Welcome
Welcome
Implementation Training Overview
Training Module 1 | Introduction
Train the Trainer (T3) Philosophy
Meet & Greet
Implementation Tools & Resources
How to contact your Implementation Specialists
Training Module 2 | CMD Application
Phase 1
Phase 1 Introduction
Phase 1 Entrance Criteria
Phase 1 Training Agenda
Phase 1 Exit Criteria
Phase 1 Training Actions/Homework
Phase 2
Phase 2 Introduction
Phase 2 Entrance Criteria
Phase 2 Exit Criteria
Phase 2 Training Actions/Homework
Phase 3
Phase 3 Introduction
Phase 3 Entrance Criteria
Phase 3 Exit Criteria
Phase 3 Training Actions/Homework
Phase 4
Phase 4 Introduction
Phase 4 Entrance Criteria
Phase 4 Exit Criteria
Phase 4 Training Actions/Homework
Phase 5
Phase 5 Introduction
Phase 5 Entrance Criteria
Phase 5 Exit Criteria
Phase 5 Recommended Reports
Phase 5 Training Actions/Homework
Training Module 3 | Pre-Support
Set up & Account Administration
Customer Setup
Practices
Add Practices
Add New Practice
Other Offices
Add Other Offices
Find or edit Other Office
Inactivate Other Office
Reactivate Inactive Other Office
Find or edit a Practice
Practice Notes
Add a Practice Note
Find or edit a Practice Note
Remove Practice Notes
Options
Claim Defaults
Patient Defaults
ERA (Payment) Defaults
Payment Defaults
Print Practice Labels
Practice Status
Inactivate a Practice
Reactivate a Practice
Task Automations
Providers
Add Providers
Add a New Provider
Provider Field Descriptions
Find or edit a Provider
Edit Provider Mode
Update or Change a Tax ID
Configure Eligibility for a Provider
Configure Provider eligibility
Inactivate Provider Eligibility
Provider Notes
Add a Provider Note
Find or edit a Provider Note
Remove a Provider Note
Provider Alerts
Add a Provider Alert
Find or edit a Provider Alert
Remove Provider Alerts
Provider Status
Inactivate a Provider
Reactivate a Provider
Facilities
Add Facilities
Add a Facility from the NPI Registry
Add a Facility Manually
Facility Field Descriptions
Find or edit a Facility
Facility Notes
Add a Facility Note
Find or edit a Facility Note
Remove a Facility Note
Facility Status
Inactivate a Facility
Reactivate a Facility
Referring Providers
Add Referring Providers
Add Referring Provider from the NPI Registry
Add Referring Provider Manually
Referring Provider Field Descriptions
Find or edit a Referring Provider
Referring Provider Notes
Add a Referring Provider Note
Find or edit a Referring Provider Note
Remove a Referring Provider Note
Referring Provider Status
Inactivate a Referring Provider
Reactivate Referring Provider
Referring Provider Alerts
Add a Referring Provider Alert
Find or edit a Referring Provider Alert
Remove Referring Provider Alerts
Payers
Add Payers
Add a New Electronic Payer
Add a New Paper Payer
Find or edit a Payer
Payer Billing Options
General Billing Options Tab
Provider Billing Options Tab
Patient Billing Options Tab
ERA Billing Options Tab
Editing a Payer after a Data Conversion
Payer Address Verification
Manage Payer Contracts
Payer Notes
Add a Payer Note
Find or edit a Payer Note
Remove a Payer Note
Payer Alerts
Add a Payer Alert
Find or edit a Payer Alert
Remove a Payer Alert
Payer Tasks
Add a Payer Task
Find or edit a Payer Task
Delete a Payer Task
Payer Status
Inactivate a Payer
Reactivate a Payer
Manage Clearinghouse Connections
Payer Agreements
Getting Started with Payer Agreements
New ePS Payer Agreement
Look Up ePS Payer Agreements
Find and Complete (Incomplete or Missing) Agreements
Continue an Agreement
Payer Agreement Status Descriptions
Denied Payer Agreements
Collection Agencies
Add a Collection Agency
Find or edit a Collection Agency
Collection Agency Status
Inactivate a Collection Agency
Reactivate a Collection Agency
Collection Agency Notes
Add a Collection Agency Note
Find or edit a Collection Agency Note
Remove a Collection Agency Note
Codes...
Procedure Codes
Add Procedure Codes
Add CPT/HCPCS Codes
Add CPT Codes from the Master List
Add HCPCS Codes from the Master List
Procedure Code Field Descriptions
Find or edit a Procedure Code
Procedure Code Notes
Add a Procedure Code Note
Find or edit a Procedure Code Note
Remove a Procedure Code Note
Procedure Code Alerts
Add a Procedure Code Alert
Find or edit a Procedure Code Alert
Delete a Procedure Code Alert
Procedure Codes Fee Schedules
Procedure Codes Contract
Procedure Code Status
Inactivate a Procedure Code
Reactivate a Procedure Code
Adding a Global Period Alert
Adding Situational Modifiers
Diagnosis Codes
Add Diagnosis Codes
Add a Diagnosis Code
Add a Diagnosis Code from the Master List
Diagnosis Code Field Descriptions
Find or edit a Diagnosis Code
Diagnosis Code Alerts
Add a Diagnosis Codes Alert
Find or edit a Diagnosis Code Alert
Delete a Diagnosis Code Alert
Diagnosis Code Status
Inactivate a Diagnosis Code
Reactivate Diagnosis Codes
ICD Procedure Codes
Add ICD Procedure Codes
Add ICD Procedure Code
Add ICD Procedure Code from Master List
Find or edit an ICD Procedure Code
ICD Procedure Code Status
Inactivate an ICD Procedure Code
Reactivate an ICD Procedure Code
Revenue Codes
Add Revenue Codes
Add a Revenue Code
Add a Revenue Code from Master List
Find or edit a Revenue Code
Revenue Code Status
Inactivate a Revenue Code
Reactivate a Revenue Code
Revenue Codes Fee Schedules
Revenue Codes Contract
Remittance Codes
Add Remark or Adjustment Reason Codes
Add a Remark or Adjustment Reason Code
Add a Remark Code from Master List
Add an Adjustment Reason Code from Master List
Remittance Codes Actions
Find or edit a Remittance Code
Remittance Code Status
Inactivate a Remittance Code
Reactivate a Remittance Code
Adjustment Codes
Add New Adjustment Code
Find or edit an Adjustment Code
Adjustment Code Status
Inactivate an Adjustment Code
Reactivate an Adjustment Code
Add New Debit Code
Add New Discount Code
Prompt Payment Discount
Add a New "Prompt Payment" Discount Code
Inactivate a Prompt Payment Discount Code
Reactivate a Prompt Payment Discount Code
Inventory Codes
Add an Inventory Code
Find or edit an Inventory Code
Inventory Code Alerts
Add an Inventory Code Alert
Find or edit an Inventory Cide Alert
Delete an Inventory Code Alert
Inventory Code Status
Inactivate an Inventory Code
Reactivate an Inventory Code
Charge Panels
Add a Charge Panel
Find or edit a Charge Panel
Charge Panels Status
Inactivate a Charge Panel
Reactivate a Charge Panel
Fee Schedules
Getting started with fee schedules
Add an empty Fee Schedule
Add a Fee Schedule
Add a Fee Schedule from imported prices
Find or edit a Fee Schedule
Update Fee Schedule Prices
Export Fee Schedule
Fee Schedule Status
Inactivate a Fee Schedule
Reactivate a Fee Schedule
Contracts
Getting started with contracts
The basics
Add an empty contract
Add a contract
Add a contract from Imported Prices
Find or edit a contract
Managing Payer Association
Contract Status
Inactivate a contract
Reactivate a contract
Export Contract
Alert Control
Find or edit an alert
Delete an alert
Alert Display Options
Statements
Statement Automation
Statement Automation Settings
Statement Options
FDN Options
Payment Plan Options
View Automated Statement Templates
Edit Statement Automation Templates
Configure Statement Design
Configure Statement Settings
Configure Electronic Statement Settings
Disable Statement Automation
Enhanced & Plain-Text User Print
Edit User Print Statement Templates
Configure User Print Statement Design
Configure User Print Statement Settings
Configure Manual Electronic Statement Settings
View User Print Statement Templates
User Print Statement Samples
Enhanced Statement Sample
Enhanced Payment Plan Sample
Enhanced Final Demand Letter Sample
Email Statement Sample
Text Statement Sample
Estimate Statements
Edit Estimate Statement Templates
Configure Estimate Statement Design
Configure User Print Estimate Statement Settings
Configure Estimate Electronic Statement Settings
View Estimate Statement Templates
Superbills
Add a Superbill
Form-based Superbill
Text-based Superbill
CMD default Superbill
Find or edit a Superbill
Delete a Superbill
Labels
Add a new Label
Find or edit a Label
Preview a Label
Delete a Label
Customization
Custom Info Lines
Add Custom Info Lines
Find or edit Custom Info Lines
Manage Custom Info Lines
Custom Info Line Status
Inactivate a Custom Info Line
Reactivate a Custom Info Line
Custom Claim Statuses
Add a Custom Claim Status
Find or edit a Custom Claim Status
Manage Custom Claim Statuses
Custom Account Types
Add a Custom Patient Account Type
Find or edit a Custom Patient Account Type
Manage Custom Patient Account Types
Customer Setup Settings
Configure "Customer Setup" Settings for Users
Account Administration
Account Management
Edit Account Information
Request Account Name Change
Request Ownership Change
Request Account Tax ID Change
Edit Address
Billing Actions
Request a Credit
Request a Payment Extension
Request to Close Main Account
Request to Reactivate a Closed Main Account
Request Executed Copy of CSA/BAA
Customer Management
Add a Customer
Find a Customer
Log in to another Customer
Manage Access to this Customer
Close a Customer
Request to Reopen Customer
User Management
Understanding User Types
The basics
Users
Administrators
Authorized Representatives
Add a New User
Configure a User
Find or edit a User
Change a User Status
Change a User Type
Assign a User Role
Update a User Permission
Grant a User Access to Customer(s)
Specify User Access Hours
Specify User Department Level Access
Move a User to Another Customer
Manager User Access
Unlock a User
Reset a User Password
Resend a New User Invite
Security...
Permission Roles
Add a new Permission Role
Find or edit a Permission Role
Copy a Permission Role
Permission Role Status
Inactivate a Permission Role
Reactivate a Permission Role
Two-Factor Authentication
Enable Two-Factor Authentication
Edit Two-Factor Authentication Settings
Disable Two-Factor Authentication
Two-Factor Authentication (End User Setup)
Reset Two-Factor Authentication
Invoices
Access your Invoices
Print an Invoice
Make an Invoice Payment
Find Invoice Payments
Print account summary
Payment Profiles
Add a Payment Profile
Find or edit a Payment Profile
Payment Profile Status
Inactivate a Payment Profile
Reactivate a Payment Profile
Services
Included & Add-on Services
View or change your Price Plan
Manage Claim Scrubbing
Manage Real-Time Eligibility
Manage Patient Estimates
Manage Address Verification
Manage Cloud Document Imaging
Manage Appointment Reminders
Manage Recurring Data Snapshots
Manage In-Application Credit Card Processing
Manage your Patient Payment Portal
Manage Enhanced User Print Statements
Manage Automated Statements
Manage Application Co-Branding
Manage Claim Attachments
Manage Manual Electronic Statements
Manage your Intake Forms (Intelligent Intake)
Manage Data Sync
Manage Broadcast Communications
Manage Pay Over Time with Sunbit
Other Services
Request an Interface
Request One-on-one training
Request a Custom Report
Request a Data Copy
Request a Data Move
Request a Data Conversion (Import)
Request a One-Time Data Snapshot
Request Claim Scrubbing Custom Edits & Analytics
Locks
Lock Types
Patient Locks
Claim Locks
ERA Locks
Provider Locks
Practice Locks
Report Locks
Unlock Records
Sessions
Find a User Session
Terminate a User Session
Using CollaborateMD
User Bar
Switch between Customers
User Profile
Your Profile
Edit your Profile
Upload a profile picture
Change your Password
Reset Password
via Email
Answering Security Questions
Security Questions & Call-In Pin
Edit Communication Preferences
Unlock User Account
Submit feedback
Shortcuts
Customize Shortcuts from the User Bar
Using Your Shortcuts
Help
Knowledge Center
Show "Tips"
Contact Support
Report an Issue
Keyboard Shortcuts
Diagnostics
Reference Links
Legal
Download Snapshots
Turn on Dark Mode (Themes)
Home
Welcome
View Latest Announcement
New Customer Checklist
Customize Your Welcome Page
Timeline
Customize Your Timeline
Using your Timeline
Refresh Your Timeline
Welcome Dashboard
Customize Your Welcome Dashboard
Refresh the Welcome Dashboard
Welcome Dashboard Gadget Options
Shortcuts
Customize Shortcuts
Using Your Shortcuts
Copy Welcome Page Configuration to Another Customer
Dashboard
Build a dashboard
Create a new dashboard
Edit a dashboard
Work with dashboards
Share a dashboard
Refresh a dashboard
Gadget Options
Delete a dashboard
Dashboard Gadget User Guide
A/R Aging
Average Touches to Completion Gadget
Charges & Debits Gadget
Charges Not Billed Gadget
Claim Denials Gadget
Claim Rejections Gadget
Claims Billed Gadget
Claims Entered Gadget
Clean Claim Rate Gadget
Collections Aging Gadget
Days in A/R Gadget
First Pass Resolution Rate Gadget
Gross Collection Rate Gadget
Insurance Payments & Adjustments Gadget
Interface Errors Gadget
Lag Time Gadget
Net Collection Rate Gadget
Patient Payments & Adjustments Gadget
Patient Statements Gadget
Patients Added Gadget
Payer Mix Gadget
Payments Received Gadget
Payment Plan Balance Gadget
Procedure Frequency Gadget
Refunds & Reversals Gadget
Scheduled Appointments Gadget
To-Do List Gadget
Top Clients Gadget
Messages
Send Messages
Send a message
Reply to & forward messages
Save message as a draft
Find & Organize Messages
Find a Message
Delete a Message
Un-Delete a Message
Print a Message
Mark Message as Read or Unread
File Message to a Folder
Copy Message Content
Using Message Templates
Create a message template
Find or edit a message template
Delete a message template
Manage Folders
Create a folder
Rename a folder
Delete a folder
Organize Contact Groups
Create a contact group
Edit a contact group
Delete a contact group
Create a Shared Contact Group
Assign a Task to a Contact Group
Add Links and Documents to Messages
Associate Documents to a Message
Adding Links to Messages
Create a task from a message
Tasks
My Tasks
Create a Task
Manage Tasks
Find or edit a Task
Change Task status
Assign a Task to another user
View Task History
Delete a Task
Task Batch Assign
Batch Create and Assign Tasks
Batch Task Assign Filters
Save Batch Assign Task Filters
Load Batch Assign Task Filters
Update Batch Task Assign Filters
Remove Saved Batch Assign Task Filters
Task Batch Control
Batch Edit Tasks (Task Control)
Batch Task Control Filters
Save Batch Task Control Filters
Load Batch Task Control Filters
Update Batch Task Control Filters
Remove Saved Batch Task Control Filters
Company Announcements
Create an Announcement
Manage Announcements
Edit an announcement
Find an announcement
Delete an announcement
Reports
Viewer
Running reports
Print or export a report
Save a report
Refresh a report
Edit User Access to Reports
Report Snap and Share
Save and Share Report Snapshots
Edit a Snapshots Sharing Settings
View Saved Report Snapshots
Edit Report Snapshot Details
Delete Report Snapshots
More Report Actions
Right-click capabilities
Show all filters
Hide header
Show Description
Hide a column
Rearrange columns
Select columns
Edit Multiple Reports
Save and Create a Task for a Report
Builder
Build a new report
Report Columns
Categorize report data with columns
Format report data
Categorize report data with aggregations
Add Calculated Columns
Display Totals
Hidden Columns
Filter Report Data
Add Report Filters
Static vs. Dynamic Report Filters
Default Filter Value
Group Report Data
Grouping data in a report
Group levels
Manage Report Connections
Two Report Connections
Three or more Report Connections
Evaluate report data with charts
Embed report co-displays
Find or edit a Custom Report
Share Reports
Settings
Configure Report Settings
Report Reference Guide
Field Descriptions
Adjustment Code Data
Appointment Data
CPT Code Data
CPT Situational Modifier Data
Charge Panel Data
Charge Panel Line Data
Charge / Debit Data
Charge / Debit Data
Charges
Balance Due Aging
Chiro
CPT Code
Current Payer
Drug Info
Payments
Primary Payer
RVUs
Secondary Payer
Service Information
Tertiary Payer
Charges
Debits
Claim Data
Claim Data
Institutional
Diagnosis Codes
Additional Info
Information Codes
Information Codes
Condition Codes
Primary Payer
Professional
Additional Info
Ambulance Info
Diagnosis Codes
Secondary Payer
Tertiary Payer
Follow up Activity
Claim Statement Data
Credit Data
Customer Data
Eligibility Data
Facility Data
Fee Schedule Data
Fee Schedule Price Data
Patient Data
Patient Data
Default Codes
Emergency Contact
Guarantor
Primary Insured
Primary Insured
Employer (Primary Payer)
Secondary Insured
Secondary Insured
Employer (Secondary Payer)
Tertiary Insured
Tertiary Insured
Employer (Tertiary Payer)
Miscellaneous Info
Other Insured
Other Insured
Other Insured - Employer
Primary Payer
Secondary Payer
Statements
Tertiary Payer
Patient Note Data
Payer Data
Payment Plan Data
Practice Data
Provider Data
Resource Data
Referring Data
Collection Agency Data
Revenue Code Data
Estimate Data
Report Descriptions
A/R Management Reports
A/R Aging Summary Report
A/R Aging Summary with Payment Info Report
Activity Summary Report
Activity Summary by Charge Status Report
Activity Summary by Month Report
Lag Time Report
Payer Mix by Charge Amount Report
Payer Mix by Paid Amount Report
A/R Reports
Adjustment Reasons Report
Charge Aging Report
Charges Appealed at Insurance Report
Charges Due Insurance - by Aging Range Report
Charges Due Insurance - by Date Range Report
Charges Due Patient - Family Account Report
Charges Due Patient - Single Accounts Report
Charges Due Patient - by Date Range Report
Charges Pending Insurance Report
Charges at Collection Report
Contract Analysis by Contract Report
Contract Analysis by Payer Report
Denials Report
Open Charges Set to Paid Report
Payments Received by Charge Date Report
RVU (Revenue Value Units) Report
Refund / Reversal Report
Transfers Report
Unpaid Reasons Report
Claim Reports
All Patients Seen - Charge Details Report
Charge Overview by Date Range Report
Claim Details Report
Claim Follow-Up Report
Claim Process Mode Conflict Report
Claims On Hold Report
Claims Pending Patient Report
Claims Pending Physician Report
Claims Printed by the User Report
Claims Rejected at Clearinghouse Report
Claims Waiting for Review Report
Claims Waiting to be Printed by User Report
Claims Waiting to be Sent to the Clearinghouse Report
Electronic Claim Activity Report
First Pass Resolved Claims Report
Incomplete Claims Report
Daily/Monthly Reports
Claims Billed Report
Claims Entered Report
Daily Deposit Report
Daily Patients Seen Charge Date Report
Daily Patients Seen Last Seen Date Report
Daily/Monthly Charges and Debits Report
Daily/Monthly Insurance Payments/Adjustments Report
Daily/Monthly Patient Payments/Adjustments Report
Daily/Monthly Payments/Adjustments from Collections
Daily/Monthly Transactions Report
Patient Visits without Charges Report
Provider Adjustment Reasons Report
Daily/Monthly Net Charges Report
Facility Reports
Facility Charges Detail Report
Facility Charges Summary Report
Facility Credits Detail Report
Facility Credits Summary Report
Facility Payments Detail Report
Facility Payments Summary Report
Facility Receivables Report
Management Reports
Appointment Reminders Report
Claim History Report
Facility Statistics Report
ICD Frequency Report
Insurance Check Listing Report
Merchant Payments Report
Patient SMS Appt Reminder Opt In Status Report
Patients with a Specific CPT Performed Report
Payment Portal Logins Report
Payment Portal Registration Report
Patients with a Specific Diagnosis Report
Payments Received by Charge Aging Report
Procedure Done in a Date Range Report
Referring Marketer Receivables Report
Referring Marketer Statistics Report
Referring Physician Statistics Report
Referring Source Report
See What Insurance Paid on Charges Report
User Audit Report
User Login Report
Claim Scrubbing Validations Report
Customer Access Listing Report
Misc. Reports
Charge Panel Listing Report
CPT Listing Report
Credit Adjustment Report
Electronic Payer List Report
ICD Listing Report
Inventory Report
Payer Listing Report
Payer Listing by Usage Report
Provider Listing Report
Remittance Code Listing Report
Task Search Report
ePS Electronic Payer List Report
Appointments Without an Estimate Report
Estimate Listing Report
Estimated VS Actual Amounts Due Report
Patient Reports
Eligibility Requests Report
Inactive Patients Report
Incomplete Patient Reports
Insurance Credits Report
Next Appointment Report
Patient Birthday Listing Report
Patient Deductible Report
Patient Duplicates Report
Patient Follow-up Report
Patient Listing Report
Patient Listing by Balance Report
Patient Listing by Payer Report
Patient Notes Report
Patient Recall Report
Patient Statement Comments Report
Patient Statements Turned Off Report
Patients Seen by Office Report
Patients at Collection Report
Patients with Account Credits Report
Patients with Statements Sent x Times Report
Payment Plan Balances Report
Referring Provider Patient Report
Statements Sent in a Date Range Report
Productivity Reports
Touches to Completion Report
User Productivity by Notes Report
User Productivity by Tasks Assigned Report
User Productivity by Tasks Completed Report
Appointments
Scheduler
Getting Started with the Scheduler
Actions in the Scheduler
Scheduler Right-click Actions
Manage Appointment Resources
Manage The Order of Appointment Types and Statuses
Viewing Eligibility from the Scheduler.
Viewing Intake Forms from the Scheduler.
Create an Appointment
Manage Appointments
Find or edit an existing Appointment
Change an Appointment status
Move an appointment
Reschedule an appointment
Delete an appointment
View Appointment Audit
Appointment Blocks
Create an Appointment Block
Edit an Appointment Block
Inactivate an Appointment Block
Create an Appointment Block from a Template
Actions from the Scheduler
Create a claim from the Scheduler
Enter patient payments in the Scheduler
Print your Schedule
Print a Superbill for an Appointment
Print a Label for an Appointment
Patient Responsibility Estimates
New Patient Estimate
Send an Estimate Statement
Post an Estimate Payment
Create an Estimate Payment Plan
Delete an Estimate
Print an Estimate
Mark an Estimate Amount as Due / Not Due
Remove or Display the Estimate from the Patient Payment Portal
Appointment Tasks
Add Appointment Task
Change Appointment Task Status
Assign an Appointment Task to another User
Delete an Appointment Task
Manage Waiting List
Add a Patient to the Appointment Waiting List
Find or Edit an Appointment Request
Delete an Appointment Request
Create an Appointment from your Waiting List
Manage Waiting List Filters
Save Waiting List Filters
Load Waiting List Filters
Update Waiting List Filters
Remove Saved Waiting List Filters
Appointment Control
Find Appointments
Appointment Control Filters
Save Appointment Control Filters
Load Appointment Control Filters
Update Appointment Control Filters
Remove Saved Appointment Control Filters
Superbill Batch Print
Batch Print Superbills
Superbill Filters
Save Superbill Filters
Load Superbill filters
Update Superbill filters
Removed Saved Superbill filters
Configuration
Appointment Departments
Add a new Department
Find or edit a Department
Appointment Department Status
Inactivate a department
Reactivate a department
Appointment Resources
Add a new Appointment Resource
Specify your hours of operation
Find or edit an Appointment Resource
Appointment Resource Status
Inactivate an Appointment Resource
Reactivate Appointment Resource
Appointment Types
Add a new Appointment Type
Find or edit an Appointment Type
Appointment Type Status
Inactivate an Appointment Type
Reactivate an Appointment Type
Appointment Statuses
Add a new Appointment Status
Find or edit an Appointment Status
Appointment Status
Inactivate an Appointment Status
Reactivate an Appointment Satus
Appointment Settings
Configure Customer Appointment Settings
Configure User Appointment Settings
Block Templates
Add a new Block Template
Find or edit a Block Template
Block Template Status
Inactivate a Block Template
Reactivate Block Template
Intelligent Intake (Patient Intake Forms)
Setting Required Forms Based On The Appointment Type
Sending Forms
Sending Intake Forms Automatically on Appointment Reminders
Send Intake Forms Manually
Send Intake Form From an Appointment
Applying Forms
Apply Forms For Multiple Patients (In Appointment Control)
Apply a Form Directly to a Patient Account
Fixing Unmatched Forms
Print a Patient Intake Form
Custom Intake Forms
Add/Create Custom Forms
Remove Custom Forms in Updox
Edit Custom Forms
Setting Up Intake Forms on Your Tablet (Kiosk Mode)
Basic Form Samples
Patient Demographics Form Sample
Health Insurance Information Sample
Patient Medical History Sample
Electronic Messaging Consent Sample
Patient
Patient
Patient Account
Add a new Patient
Find or edit a Patient
Patient Address Verification
View a Patient's Account Summary
Patient Notes
Add a Patient Note
Find or edit a Patient Note
Remove a Patient Note
Patient Alerts
Add a Patient Alert
Find or edit a Patient Alert
Remove Patient Alert
Patient Tasks
Add Patient Task
Change Patient Task Status
Assign a Patient Task to another User
Delete a Patient Task
Patient Documents
Associate an Existing Document
Upload a New Document
View Document Associations
Remove Document Associations
Patient Status
Inactivate a Patient
Reactivate a Patient
Patient Appointments
View Past Appointments (From Patient Section)
View Future Appointments (From Patient Section)
View All Appointments (From Patient Section)
Insurance Info
Add Insured or Payer Policy
Edit an Insured or Payer Policy
Add or edit an Insurance Card
Authorizations
Add or edit an Authorization
Inactivate an Authorization
Family Accounts
Link Family Accounts
Unlink Family Accounts
View Family Account Dependents
Manage Insurance History
View a Patient's Insurance History
Activate Archived Insurance
Delete Insurance from History
Insured Party and Policy Status
Inactivate an Insured Party
Inactivate a Payer Policy
Reactivate a Policy and Insured Party
Billing Info
Statement Options
Collection Options
Guarantor
Add a Guarantor
Edit or Remove a Guarantor
Payment Portal Registration
Send Payment Portal Invite
Check Payment Portal Registration
Set Read-Only Access to Payment Portal
Remove a Patients Ability to create a Patient Directed Payment Plan from the Portal
Change Payment Portal Statement Notifications
Change Payment Portal Patient email
Change Your Receipts Opt-In Options
Saved Payment Information
Add/Save a Patient Credit Card
Edit or Remove a Saved Credit Card
Claim Defaults
Configure a Patient's Claim Defaults
Patient Activity
View Patient Activity
Print or Send Statements & Patient Info
Print Patient Info Sheet & Ledger
Print Patient Info Sheet & Ledger (Activity)
Patient Info Sheet & Ledger Filters
Save Patient Info Sheet & Ledger Filters
Load Patient Info Sheet & Ledger
Update Patient Info Sheet & Ledger Filters
Remove Saved Patient Info Sheet & Ledger Filters
Print Other Patient Info
Print Patient Statements
Print Payment Plan Statements
Print Final Demand Notice Statement
Print a Superbill
Print a Label
Send Electronic Patient Statements
Eligibility
New Eligibility Check
View a previous Eligibility Check
Troubleshooting Eligibility Checks
More Patient Actions
Merge a Patient Account
Undo Patient Merge
Check for Duplicate Patients
Update Claims with Current Insurance
Update Claims with an Archived Insurance
View All Appointments
View All Claims
Track Submission History
Create Professional Claim for Patient
Create Institutional Claim for Patient
Create an Appointment for a Patient
Post Payment for a Patient
Create a Payment Plan
Open Manage Account
Create a Task for a patient
Manage Account
Find Payment Transactions
Debit or Credit an Account
Credit an account
Debit an Account
Refunds
Refund Credits
Refund a Patient or Insurance Payment
Refund a Patient or Insurance Payment Processed Through GPI®
Refund a Sunbit (Pay Over Time) Patient Payment
Manage Procedures
Edit Procedure Status
Apply a Discount to a Charge
Apply a Credit Adjustment to a Procedure Transaction
Apply a Debit Adjustment to a Procedure Transaction
Apply an Account Credit to a Procedure Transaction
Add an Info Line to a Procedure Transaction
Delete a Procedure Transaction
Recover a Deleted Procedure Transaction
Manage Statements Sent per Claim
Manage Patient Payments
Move a Patient Payment
Edit a Payment
Delete a payment
Undelete a Payment
Manage Insurance and Patient Credits
Refund an Insurance Credit
Transfer an Insurance or Patient Credit to another Patient
Apply an Insurance or Patient Credit
Edit Received Date, Credit Memo or Due To
Delete an Insurance or Patient Credit
Apply an Unapplied Copay Credit
Manage Account Options Filters
Save Manage Account Options Filters
Load Manage Account Options Filters
Update Manage Account Options Filters
Remove Saved Manage Account Options Filters
Payment Plans
Getting Started with Payment Plans
Payment Plan Best Practices
Implementing Payment Plans
Create a Payment Plan
Find or edit a Payment Plan
Print Installment Details for Payment Plan
Delete a Payment Plan
Enable Auto Pay for a Payment Plan
Edit or Disable Auto Pay for Payment Plans
Patient Directed Payment Plans
Enable Patient Directed Payment Plan Feature
Create a Patient Directed Payment-Plan (Patient)
See Installment Details for Patient Directed Payment Plan (Patient)
Remove a Patient's Ability to Create a Patient Directed Payment Plan
A/R Control
Search for Patient Balances
Batch Actions
Assign for Statement Processing
Assign for FDN
Assign to Collections
Assign to Pending Patient
Write-off Remaining Balance
Debit Account
Apply Discount
Send Payment Portal Invite
A/R Control Filters
Save A/R Control Filters
Load A/R Control Filters
Update A/R Control Filters
Remove Saved A/R Control Filters
Batch Eligibility
Check Batch Eligibility
View Eligibility Results
Batch Eligibility Filters
Save Batch Eligibility Filters
Load Batch Eligibility Filters
Update Batch Eligibility Filters
Remove Saved Batch Eligibility Filters
Statement Batch Print
Batch Print Statements for outstanding charges
Batch Print Payment Plan Statements
Batch Print Final Demand Notice
Statement Filters
Save Statement Filters
Load Statement Filters
Update Statement Filters
Remove Saved Statement Filters
Batch Send Electronic Statements
Statement Tracker
Search for Statements
Update Statement Address
Statement Tracker Filters
Save Statement Tracker Filters
Load Statement Tracker Filters
Update Statement Tracker Filters
Remove Saved Statement Tracker Filters
Label Batch Print
Batch Print Labels
Label Batch Print Filters
Save Label Filters
Load Label Filters
Update Label Filters
Remove Saved Label Filters
Configure Your Zebra Printer
Patient Settings
Configure Patient Settings For Customer
Configure Patient Settings for User
Claim
Add Claims
Add Professional Claims
Add Professional Claim
Add Charges to a Professional Claim
Add Diagnosis and CPT codes to a Professional Claim
Add Charge Options to Professional Claims
Reorder Charge Columns on a Claim
Charge Status Descriptions
Add Additional Info to Professional Claims
Add Ambulance Info to Professional Claims
More actions for Professional Claims
Convert Claim to Institutional
Copy Claim
Split Claim
Check Claim Status
Track Claim Submission History
View Charge History
Preview Electronic Claim
Additional Charge Actions
Other (Procedure Code Charge) Link
Form (Durable Medical Equipment) Link
Chiro (Chiropractor Fields) Link
Inventory (Inventory Fields) Link
Add Institutional Claims
Add Institutional Claim
Add Charges to an Institutional Claim
Add HCPC Codes to Institutional Claims
Add Charge Options to Institutional Claims
Reorder Charge Columns on a Claim
Charge Status Descriptions
Add Additional Info to Institutional Claims
Add Information Codes to Institutional Claims
More actions for Institutional Claims
Convert Claim to Professional
Copy Claim
Split Claim
Check Claim Status
View Charge History
Preview Electronic Claim
Track Claim Submission History
Claim Management
Find or edit a Claim
Managing Incomplete Claims
Delete a Claim
Print Options
Print Claim Transaction History
Print Open Negotiations Form
Print Proof of Timely Filing Letter (From Claim)
Print Appeal Letter (From Claim)
Review Claim
View Claim Activity
Claim Status
View Claim Summary
Create/Manage Patient Estimates
Manage Patient Claim Notes
Manage Follow Up Activity
Manage Patient Alerts on Claims
Manage Tasks on Claims
Manage Documents for a Claim
Apply Account Credit to a Claim
Apply an Unapplied Copay to a Claim
Post New Payment to a Claim
Send Claims to Secondary or Tertiary Insurance
Re-submit a Claim
Re-Order Charges On Claim
Print Medicare Roster Billing Claim
View EOB information on Claim
Workers Comp Claim
Activate the Workers Compensation Payer
ePS Claim Attachments
Getting Started with Claim Attachments
Add ePS Claim Attachment Payers
Uploading & Submitting ePS Claims with Electronic Attachments
Anesthesia Claims
Create an Anesthesia Claim
Set up Fee Schedule Anesthesia Settings
Updating a Procedure Codes Anesthesia Base Units
Updating the Payer Option to Send Minutes Instead of Units on Anesthesia Claims
Claim Tracker
Track a Claim
Claim Tracker Field Descriptions & Icons
Marking Claims as Error Fixed
Clearinghouse Reports
View Individual Clearinghouse Reports
View Multiple Clearinghouse Reports
Clearinghouse Report Types
Claim Tracker Filters
Save Claim Tracker Filters
Load Claim Tracker Filters
Update Claim Tracker Filters
Remove Saved Claim Tracker Filters
Claim 837 File Downloads
Download an 837 File
Claim Tracker Task Options
Claim Control
Update Claim Status
Update Multiple Claims (Mass Claim Updates)
Claim Control Filters
Save Claim Control Filters
Load Claim Control Filters
Update Claim Control Filters
Remove Saved Claim Control Filters
Combine Claims
Claim Control Task Options
Follow Up Management
Find Claim Follow-Ups
Check Claim Status
Manage Follow Ups
Change Follow Up Date
Change Charge Status
Manage Follow Up Notes
Set Follow Up Date
Enter Patient Notes
Manage Tasks for Follow-up Claims
Open Related Records
Track Claim Submission History
Manage Open Negotiations and Federal IDR Initiation Dates
View EOB Info From Follow Up
Print Proof of Timely Filing Letter (From Follow Up)
Print Appeal Letter (From Follow Up)
Export Claim Follow Up
Follow Up Management Filters
Save Follow Up Management Filters
Load Follow Up Management Filters
Update Follow Up Management Filters
Remove Saved Follow Up Management Filters
Claim Batch Print
Search Claims to Print
Claim Batch Print Filters
Save Claim Batch Print Filters
Load Claim Batch Print Filters
Update Claim Batch Print Filters
Remove Saved Claim Batch Print Filters
Print EOBs and Claims
Claim Settings
Configure Claim Settings for Customer
Configure Claim Settings for Users
State Reporting
Generating State Reporting
State Reporting Filters
Save State Reporting Filters
Load State Reporting Filters
Update State Reporting Filters
Remove Saved State Reporting Filters
Payment
Post Payment
Post Patient Payments
Post Patient Payment
Credit Account (Apply Later)
Apply Automatically
Apply Manually - To Charges
Apply Manually - To Payment Plans
Post an Interest Payment
Post a Collection Agency Payment
Post a Capitation Payment
Post Insurance Payments
Apply Payment as EOB
Process a Refund or Reversal with a New Check Number
Apply Insurance Payment Only
Manually Apply an Insurance Payment
Automatically Apply an Insurance Payment
Apply an Insurance Payment as a Credit
Add a Provider Level Adjustment Manually on an EOB
Patient Activity
Apply Credit
Apply an Account Credit to a Charge Balance
Apply an Account Credit to a Payment Plan
Apply a Payment Plan Credit to a Payment Plan
View Payment
View Payments
View a Patient Payment
View an Insurance Payment
Process a Refund or Reversal with an Existing Check Number
Manage Checks
Commit a Check
Unlock a Checks
Delete a Check
Track a Check
More Actions in View Payment
Add Documents to an Insurance Payment
Additional Payments Actions
Claim Payment Options
Create Tasks for Patient Payments
View Activity
ERA
Getting Started with ERAs
Apply a remittance check
Automatically Apply a Remittance Check
Mark a remittance check as "applied"
Override the Received Check Date
View an EOB
ERA Errors, Warnings, Informational Messages & Alerts
Missing or late ERA?
Manually Upload an ERA
How to Download an 835 ERA File
Provider Level Adjustments
Viewing a Provider Level Adjustment on an ERA
Associating Claims to Provider Level Adjustments
Change/Update The Payer on an ERA
Additional Payment Actions
Apply a Discount while Posting a Payment
Apply a Credit Adjustment while Posting a Payment
Apply a Debit Adjustment while Posting a Payment
Apply an Account Credit while Posting a Payment
Use Unapplied Copay while posting a payment
Add an Info Line while Posting a Payment
Payment Tracker
Search for Payments
Print Receipts
Payment Tracker Filters
Save Payment Tracker Filters
Load Payment Tracker Filters
Update Payment Tracker Filters
Remove Saved Payment Tracker Filters
Payment Settings
Configure Accounting Settings for Customer
Configure Payment Settings for Customer
Configure Payment Settings for User
Unapplied Copay Credits
Creating Unapplied Copays
Creating Unapplied Copays from the Scheduler
Creating Unapplied Copays from the Payment section
Applying Unapplied Copays
Apply Unapplied Copays while creating the Claim
Apply Unapplied Copays while Posting EOB payments
Apply Unapplied Copays while Posting ERA payments
Apply Unapplied Copays from Manage Account
Managing Leftover Unused Copays
Troubleshooting Unapplied Copays
Troubleshooting Unapplied Copays
Verifying the Unapplied Copay DOS.
Verifying the claim Copay balance.
Updating the Copay Due Balance
Receipts
Email Receipts
Email/Text Receipt While Collecting a Payment
Email/Text Receipt From the Payment Tracker
Email/Text Receipt From the Patient Activity Record
Email/Text Receipts From the Payment Portal (Patients)
Print Receipts
Print Receipt While Collecting a Payment
Print Receipt From the Payment Tracker
Print Receipt From the Patient Activity Record
Print Receipts From the Payment Portal (Patients)
Print HSA/FSA Receipt
Documents
Upload a Document
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Find or download Documents
File Documents
Rename a Document
Delete a Document
Document Associations
Document Folders
Create a Document Folder
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Document Notes
Add a Document Note
Find or edit a Document Note
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Interface
Interface Tracker
Retrieve Interface Messages
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Mark Interface Messages as Fixed
Reprocess Interface Messages
Interface Tracker Filters
Save Interface Filters
Load Interface Filters
Update Interface Filters
Remove Saved Interface Filters
Interface Settings
Configure Interface Settings
Import
Enable Import
Import HL7 Files (claims, patients, appointments)
Import ANSI (837) Files
FAQs & Troubleshooting
FAQs
Accounting FAQs
Appointments FAQs
Appointment Reminders FAQs
Claim FAQs
ePS Claim Attachments FAQs
eProvider Solution Clearinghouse Migration FAQ
Anesthesia Claims FAQs
Hard Month Close FAQ
Interface FAQs
Integrated Payment Processing FAQs
Manually Uploading ERA's FAQ
Manually Uploading ERA's FAQ
New Account FAQs
Payer & Payer Agreement FAQs
Patient FAQs
Payment FAQs
Payment Portal - Practice FAQs
Payment Plan FAQs
Statement FAQs
Payment Portal - Patients FAQ
TeleHealth FAQ
Electronic Statements FAQs
Patient Responsibility Estimates FAQs
Prompt Payment Discount FAQs
Provider Level Adjustments FAQs
Manual Import FAQs
Patient Intake Forms FAQs
Sunbit Pay Over Time FAQs
Troubleshooting
ERA Errors
Error:The above charge was not found [DOS, CPT, Amount, Modifider(s)]
Error: Unable to lock patient. Patient already in use
Error: This adjustment reversal was not applied because no prior adjustment was found.
Error: Patient/Claim Not Found
Warning: The charge was already paid (balance of $0.00)
Warning: Payment already entered by this payer. No changes made.
Warning: Adjustments from the secondary payer were not applied
Warning: The payer for this check could not be found in your payer list. The source of this payment has been set to the primary payer on the claim
Warning:The allowed amount does not match the corrected amount.
Claim Rejections
Clearing your DNS Cache
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How to Clear DNS Cache in Windows
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Amazing Charts
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EPOWERdoc
EyeMD
Agent Install
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Solstas Lab Partners Group
Agent Install
TSystems
WebPT
WebPT Ongoing Maintenance
ZipCharts
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WebAPI
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Using Reports Via the WebAPI
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Release Notes
2025 Release Notes
Release 15.14.0 - July 21, 2025
New
Release 15.13.0 - July 7, 2025
Release 15.12.0 - June 23, 2025
Release 15.11.0 - June 10, 2025
Release 15.10.0 - May 27, 2025
Release 15.9.0 - May 12, 2025
Release 15.8.0 - April 28, 2025
Release 15.7.0 - April 14, 2025
Release 15.6.0 - March 31, 2025
Release 15.5.0 - March 17, 2025
Release 15.4.0 - March 3, 2025
Release 15.3.0 - February 18, 2025
Release 15.2.0 - February 4, 2025
Release 15.1.0 - January 21, 2025
Release 15.0.0 - January 6, 2025
2024 Release Notes
Release 14.23.0 - December 9, 2024
Release 14.22.0 - November 18, 2024
Release 14.21.0 - November 4, 2024
Release 14.20.0 - October 21, 2024
Release 14.18.0 - September 23, 2024
Release 14.17.0 - September 9, 2024
Release 14.16.0 - August 26, 2024
Release 14.14.0 - July 29, 2024
Release 14.13.0 - July 15, 2024
Release 14.12.0 - July 1, 2024
Release 14.11.0 - June 17, 2024
Release 14.10.0 - June 3, 2024
Release 14.9.0 - May 20, 2024
Release 14.8.0 - May 6, 2024
Release 14.7.0 - April 22, 2024
Release 14.6.0 - April 8, 2024
Release 14.3.0 - February 26, 2024
Release 14.2.0 - February 12, 2024
Release 14.1.0 - January 29, 2024
Release 14.0.0 - January 16, 2024
2023 Release Notes
Release 13.22.0 - December 18, 2023
Release 13.21.0 - December 4, 2023
Release 13.20.0 - November 13, 2023
Release 13.19.0 - October 30, 2023
Release 13.18.0 - October 17, 2023
Release 13.17.0 - October 02, 2023
Release 13.16.0 - September 18, 2023
Release 13.15.0 - September 06, 2023
Release 13.13.0 - August 08, 2023
Release 13.12.0 - July 24, 2023
Release 13.11.0 - July 10, 2023
Release 13.10.0 - June 26, 2023
Release 13.9.0 - June 12, 2023
Release 13.7.0 - May 15, 2023
Release 13.6.0 - May 01, 2023
Release 13.4.0 - April 07, 2023
Release 13.3.0 - March 21, 2023
Release 13.2.1 - March 06, 2023
Release 13.1.1 - February 20, 2023
Release 13.0.0 - January 25, 2023
Release 12.23 - January 18, 2023
2022 Release Notes
Release 12.15.0 - August 29, 2022
Release 12.14.0 - August 15, 2022
Release 12.13.0 - August 01, 2022
Release 12.12.0 - July 11, 2022
Release 12.11.0 - June 13, 2022
2024 CMD Enhancements
2023 CMD Enhancements
2022 CMD Enhancements
2021 CMD Enhancements
2020 CMD Enhancements
Tools & Resources
IdeaExchange
How to register
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Self-Service Portal
Upload attachment to a case
View your cases
Getting Started with CMD and Global Payments Intergrated
Contacting Global Payments Integrated (GPI) Support
Installation Instructions For The GPI Payment Device
Setting Up Your Ingenico Lane 3000 Payment Device Using he InstallShield for RCM Suite
Configure the Ingenico Lane 3000
Repairing The Installation
Uninstalling The RCM
Forms & Templates
Misc. Templates
Statement Templates
Editable Statement Templates
Statement - Payment Plans
Statement A - Activity Listing
Statement A - Activity Listing (no IPP)
Statement B - Summary & Activity
Statement B - Summary & Activity (no IPP)
Statement C - Charge Details
Statement C - Charge Detail (no IPP)
Statement D - Final Demand Notice
Statement D - Final Demand Notice (no IPP)
Non-editable Statement Templates
Statement - Payment Plans
Statement A - Activity Listing
Statement B - Summary & Activity
Statement C - Charge Detail
Statement D - Final Demand Notice
All things Superbills
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CMS-1500 Claim Form
CMS-1500
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UB-04
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Important Information on Claims Affected by the Change Healthcare Cyber Issue
List of Current Change Healthcare Affected Payers With Updated ePS Payer Routes (Updated 8/13/24)
GoodTherapy + CollaborateMD Partnership FAQs
Enhanced Auditing (Show History)
View Enhanced Auditing History (Single Record)
View Enhanced Auditing History for Multiple Records (User Audit Report)
Data Services
Data SnapShot
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Data SnapShot - Payor
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Data SnapShot - Default Charge Statuses (BILLTO's)
Data Move
Data Move Info
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Data Sync Info
Pay Over Time with Sunbit
Create a Sunbit Payment-Plan (Patient)
Sunbit Platform Integration Video
Videos & Webinars
Introduction to v10
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Claim Videos
How to To Create Professional Claims
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How To Troubleshoot Rejected Claims
How To Resubmit Rejected Claims
Payment Videos
How To Post and View Patient Payments
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Claim Workflow Enhancements Demo
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Last Modified on 07/21/2025 4:09 pm EDT
Claim Workflow Enhancements Demo
Claim Workflow Enhancements Demo