Manage Patient Alerts on Claims

CollaborateMD allows you to add specific alerts to a patient record. These alerts will appear as a pop-up whenever the patient is opened in any sections of the CollaborateMD applications. 

Follow the steps below to add alerts to a claim. 

  1. Select Claim > Claim.

  2. Use the Search field to search for your claim.

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  1. Open the claim.

  2. Click the Alerts tab from the side panel.

  3. Click the Add Alert Button.

  4. Write the message you would like appear in the alert.

  5. Use the Display Options boxes to determine when you would like the alert to appear.

    For more information on  the Display Options, please visit the Alert Control Help Article.

  1. The Effective date Range allows you to set how long the alert should remain active.

  2. Once satisfied with the alert, click Done

  3. Click Save. 



By default you are only allowed to edit or delete alerts you created. Users with the “Create and Edit All” Alert permission is able to edit and delete any report. Please reference our User Management Help Article for more information. 

Follow the steps below to find, edit or delete an existing claim alert. 

  1. Select Claim > Claim.

  2. Use the Search field to search for your claim. 

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  1. Open the claim.

  2. Click the Alerts tab from the side panel.

  3. Click the alert you want to edit.

  4. Make the desired changes.

  5. Click Done. Otherwise, click Close to exit or Delete to remove the alert. 

  6. Click Save.