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CollaborateMD

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  • Glossary
  • 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
          • Revenue Codes Claim Defaults
        • 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
          • Configure Statement Automation Templates
            • Automated Statement Samples
              • View Automated Statement Templates
              • Disable Statement Automation
              • Edit Statement Automation Templates
                • Configure Statement Design
                • Configure Statement Settings
                • Configure Electronic Statement Settings
            • 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
            • Payment Automations
              • Add a Payment Automation
              • Find/Edit a Payment Automation
              • Manage Payment Automation Status
          • 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
            • Show Support PIN (User Profile)
            • Update Two-Factor Authentication
            • Edit Communication Preferences
            • Unlock User Account
          • Submit feedback
          • Shortcuts
            • Customize Shortcuts from the User Bar
            • Using Your Shortcuts
          • Help
            • Knowledge Center
            • Show "Tips"
            • Show Support PIN
            • 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
                  • Communications
                  • 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
                  • Payment Portal
                  • Other Insured
                    • Other Insured
                    • Other Insured - Employer
                  • Primary Payer
                  • Secondary Payer
                  • Statements
                  • Tertiary Payer
                  • Electronic Statements
                • 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
                      • A/R Control Task Options
                    • 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
                      • Statement Tracker Task Options
                    • 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
                    • 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
                    • Import
                      • Enable Import
                      • Import HL7 Files (claims, patients, appointments)
                      • Import ANSI (837) Files
                • 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
                  • 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
                                                                            • 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
                                                                                • Release Notes
                                                                                  • 2025 Release Notes
                                                                                    • Release 15.20.0 - October 13, 2025New
                                                                                    • Release 15.19.0 - September 29, 2025
                                                                                    • Release 15.18.0 - September 15, 2025
                                                                                    • Release 15.17.0 - September 2, 2025
                                                                                    • Release 15.16.0 - August 18, 2025
                                                                                    • Release 15.15.0 - August 4, 2025
                                                                                    • Release 15.14.0 - July 21, 2025
                                                                                    • 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
                                                                                              • 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
                                                                                              • 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
                                                                                                  • 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
                                                                                              • Important News/Updates
                                                                                                • 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
                                                                                                    • Data SnapShot - Activity
                                                                                                    • Data SnapShot - Charge
                                                                                                    • Data SnapShot - Claim
                                                                                                    • Data SnapShot - Credit
                                                                                                    • Data SnapShot - Insured Party
                                                                                                    • Data SnapShot - Insured Policy
                                                                                                    • Data SnapShot - Patient
                                                                                                    • Data SnapShot - Patient Notes
                                                                                                    • Data SnapShot - Payor
                                                                                                    • Data SnapShot - Provider
                                                                                                    • Data SnapShot - Remittance
                                                                                                    • Data SnapShot - Charge Statuses
                                                                                                    • Data SnapShot - Default Charge Statuses (BILLTO's)
                                                                                                  • Data Move
                                                                                                    • Data Move Info
                                                                                                  • Data Copy
                                                                                                    • Data Copy Info
                                                                                                  • Data Conversion
                                                                                                    • Data Conversion (Import) Info
                                                                                                  • Data Sync
                                                                                                    • Data Sync Info
                                                                                                • Pay Over Time with Sunbit
                                                                                                  • Create a Sunbit Payment-Plan (Patient)
                                                                                                  • Sunbit Platform Integration Video
                                                                                              • 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
                                                                                                    • How to Create Patient Responsibility Estimates
                                                                                                    • How to Create and Use Patient Intake Forms
                                                                                                  • 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
                                                                                                  • 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 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
                                                                                                    • How To Add an Automated Prompt Payment Discount
                                                                                                  • 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
                                                                                                • Interactive Demos
                                                                                                  • Feature Enhancement Demos
                                                                                                    • Claim Workflow Enhancements Demo
                                                                                                    • Configuring Statement Automation Templates Demo
                                                                                                  • New Feature Demos
                                                                                                    • Payment Automations Demo
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