Knowledge Base Logo

CollaborateMD

  • Contact Us
  • Login
  • Home
  • Glossary
  • New to CollaborateMD?
    • 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 Defaults
          • Claim Defaults
          • Patient Defaults
          • ERA (Payment) Defaults
        • Practice Notes
          • Add a Practice Note
          • Find or edit a Practice Note
          • Remove Practice Notes
        • Print Practice Labels
        • Practice Status
          • Inactivate a Practice
          • Reactivate a Practice
      • 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
      • 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
        • 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 Payer Agreement
        • Look Up Payer Agreements
        • Find and Complete (Incomplete or Missing) Agreements
          • Continue an Agreement
          • Start an Agreement Currently on File with Change Healthcare
        • Payer Agreement Status Descriptions
        • Denied Payer Agreements
        • Connect Center Agreements
          • New Agreement
          • Search Existing Agreement
          • New Payer Connection Request
        • New ePS Payer Agreement
        • Look Up ePS 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 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
        • 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
        • 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
        • 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
      • 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
        • 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 Statues
        • Custom Account Types
          • Add a Custom Patient Account Type
          • Find or edit a Custom Patient Account Type
          • Manage Custom Patient Account Types
    • 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
        • 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
      • 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
          • Charge Aging Gadget
          • Charges & Debits Gadget
          • Charges Not Billed Gadget
          • Claim Rejections Gadget
          • Claims Billed Gadget
          • Claims Entered Gadget
          • Collections Aging Gadget
          • Insurance Payments & Adjustments Gadget
          • Interface Errors 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
        • 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
      • 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
            • 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
            • 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
          • 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
            • 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
    • 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.
        • 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
      • 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
    • 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
        • 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
            • Change Payment Portal Statement Notifications
            • Change Payment Portal Patient email
        • 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®
        • 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
      • 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 Eligibliity
        • 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
            • Check Claim Status
            • View Charge History
        • 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
            • Check Claim Status
            • View Charge History
        • Claim Management
          • Find or edit a Claim
          • Managing Incomplete Claims
          • Delete a Claim
          • Print Options
          • Print Claim Transaction History
          • Review Claim
          • View Claim Activity
          • 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
          • Print Medicare Roster Billing Claim
        • Claim Attachments (Change Healthcare)
          • Add Claim Attachment Payers
          • Agreements for Claim Attachments
          • Register for ChangeAssurance Attachments Portal Access
          • Uploading & submitting electronic claims to attachment payers
          • Associating the file name and submitting the claim
          • Manage attachments via ChangeAssurance Portal
        • 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
      • Status Control
        • Update Claim Status
        • Status Control Filters
          • Save Status Control Filters
          • Load Status Control Filters
          • Update Status Control Filters
          • Remove Saved Status Control Filters
      • Follow Up Management
        • Find Claim Follow-Ups
        • Check Claim Status
        • Manage Follow Ups
          • Change Follow Up Date
          • Manage Follow Up Notes
          • Set Follow Up Date
          • Enter Patient Notes
          • Manage Tasks for Follow-up Claims
          • Open Related Records
          • Track Claim Submission History
        • 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
      • 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
        • 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
      • 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
    • Documents
      • Upload a Document
      • Manage Documents
        • Find or download Documents
        • File Documents
        • Rename a Document
        • Delete a Document
      • Document Associations
      • Document Folders
        • Create a Document Folder
        • Delete a Document Folder
      • Document Notes
        • Add a Document Note
        • Find or edit a Document Note
        • Remove a Document Note
    • Interface
      • Interface Tracker
        • Retrieve Interface Messages
        • Troubleshoot Interface Messages
          • 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
  • FAQs & Troubleshooting
    • FAQs
      • Accounting FAQs
      • Appointments FAQs
      • Appointment Reminders FAQs
      • Claim FAQs
      • Claim Attachment (Change Healthcare) 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
      • Sales Tax FAQ
      • Electronic Statements FAQs
      • Patient Responsibility Estimates 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.
      • Clearing your DNS Cache
        • What is DNS Cache?
        • How to Clear DNS Cache in Windows
        • How to Clear DNS Cache on MacOS
        • How to Clear DNS Cache In Chrome
        • How to Clear DNS Cache In Firefox
        • How to Clear DNS Cache In Safari
        • How to Clear DNS Cache In Edge
  • Interfaces & Customizations
    • Amazing Charts
      • Agent Install
    • EPOWERdoc
    • EyeMD
      • Agent Install
    • HIT Services Group / Acument
      • Agent Install
    • Orchard LIS
      • Agent Install
    • Practice Fusion
      • Getting Started with PF & CMD
      • PF & CMD Ongoing Maintenance
      • Practice Fusion (New) Bi-Directional Interface Ongoing Maintenance
    • Praxis
      • Agent Install
    • QuickEMR
      • Agent Install
    • Script RX
      • Agent Install
    • Solstas Lab Partners Group
      • Agent Install
    • TSystems
    • WebPT
      • WebPT Ongoing Maintenance
    • ZipCharts
      • Agent Install
    • WebAPI
      • Web Reporting
        • Using Reports Via the WebAPI
        • Review or Remove Web Filters
  • Tools & Resources
    • IdeaExchange
      • How to register
      • Viewing and voting for ideas
    • 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
    • Forms & 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
        • Superbill Templates
          • Save our Superbill Templates
        • Superbill Variables
          • Appointment Information
          • Facility Information
          • Default Primary Policy
          • Default Secondary Policy
          • Default Tertiary Policy
          • Default Primary Insured
          • Default Secondary Insured
          • Default Tertiary Insured
          • Patient Information
          • Payer Information
          • Payment Plan Information
          • Practice Information
          • Provider Information
          • Referring Information
          • Other Information
    • References
      • Keyboard Shortcuts
        • Go To Mode Keyboard Shortcuts
        • Global Keyboard Shortcuts
      • Guides
        • Features Sheet
        • Expanded Naviagation
      • CMS-1500 Claim Form
        • CMS-1500
      • UB-04 Claim Form
        • UB-04
  • Release Notes
    • 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
    • 2021 CMD Enhancements
    • 2020 CMD Enhancements
    • 2022 CMD Enhancements
  • Videos & Webinars
    • Introduction to v10
      •  Introducing CollaborateMD v10
      • Extended Introduction to CollaborateMD v10
      •  Introduction to v10 Navigation
      • v10 Statement Customization
      • v10 Payer Agreements
      • v10 Reports
      • Time Saving in v10
    • Knowledge Center
      •  CMD Knowledge Center
    • How To Videos
      • Report Videos
        •  How To Use Report Builder
        •  How To Use Report Charts
        •  How To Use Report Co-Displays
        •  How To Use Report Viewer
      • Appointment Videos
        • How to Create Appointment Types
        • How to Create Appointment Statuses
        • How to Create Appointment Resources
        • How to Create Appointment Departments
      • Patient Videos
        • How To Use Manage Account
        • How To Batch Print Statements
      • Claim Videos
        •  How to To Create Professional Claims
        •  How To Create Institutional Claims
        •  How To Use Claim Tracker
        •  How To Use Status Control
        •  How To Use Follow-Up Management
        •  How To Use Claim Batch Print
        • How To Troubleshoot Rejected Claims
        • How To Resubmit Rejected Claims
      • Payment Videos
        •  How To Post and View Patient Payments
        •  How To Post and View Insurance Payments
        • How To Post ERA Payments
        •  How To Apply Account Credits
        •  How To Use Payment Tracker
      • IPP Videos
        •  Set up In-app Payment Processing
        •  Using In-app Payment Processing
      • Customer Setup Videos
        • How To Add a Provider
        • How To Configure and Run Eligibility
        •  How To Add a Practice
        •  How To Add a Payer
        •  How To Send Payer Agreements
        •  How To Add a Referring Provider
        •  How To Add a Facility
        •  How To Configure Automated Statements
        •  How To Configure User Print and Mail Statements
        •  How To Manage Alerts
        • How To Create a Label
        •  How To Create Superbills
      • Code Videos
        • How To Add Procedure Codes
        • How To Add Diagnosis Codes
        • How To Add ICD Procedure Codes
        • How To Add Revenue Codes
        •  How To Add Remittance Codes
        • How To Add Adjustment Codes
        • How To Add Inventory Codes
        • How To Add Charge Panels
        • How To Add Fee Schedules
        • How To Add Contracts
      • Account Administration
        • How to Add Application Co-Branding
        • How To Use Account Management
  • Contact Us
  • Home
  • Tools & Resources
  • References
  • Guides

Features Sheet

Last Modified on 06/18/2019 11:11 am EDT

Link to download

Related Articles

  • Load Patient Info Sheet & Ledger
  • Save Patient Info Sheet & Ledger Filters
  • Update Patient Info Sheet & Ledger Filters
  • Print Patient Info Sheet & Ledger (Activity)
  • Remove Saved Patient Info Sheet & Ledger Filters
Was this article helpful?
Thank you for your feedback!
© CollaborateMD.com, Inc. All rights reserved.