Manage Tasks on Claims

CollaborateMD allows you to create specific tasks associated with your claims. Tasks will help you keep track of items that need to be completed. Tasks can have due dates, links, descriptions, statuses, and priorities. You can assign tasks to yourself or to specific users within your business.  

Follow the steps below to add tasks 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.

3. Open the claim.

4. Click the Tasks tab from the side panel.

5. Click Create Task.

6. Enter the task name in the Task Title field.

7. Add the task’s Due Date, Status, and Priority.

   • Low: blue down arrow.
   • Normal: Yellow side arrow.
   • High: Red upwards arrow.

8. Write in the Description of the task.

9. Optional: Click the Add Link to link the task to an action. Tasks can be linked to a patient, claim, practice, provider, facility, payer, report, message, or customer.

10. Enter the username you would like to assign this task to. Or click  and select the user from the list.

    Only users with the Administer All permission under administer tasks can edit tasks for other users.

8. Click Done.

9. Click Save.

   For more information on Tasks, please visit the Tasks Help Article.  

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

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.

3. Open the claim.

4. Click the Tasks tab from the side panel.

5. Click the Task you want to edit.

6. Make the desired changes.

7. Click Done. Otherwise, click Cancel to exit or click the icon to the right of the task to delete it.

8. Click Save.