CollaborateMD allows you to associate your contracts directly to your payers. This allows you to run reports on your contracts based on payer and see your contracts from the payers screen. To learn how to view your payer contracts, please visit our Manage Payers Contracts Help Article.
Select Customer Setup > Codes... > Contracts.
Use the Show All button to view all contracts. Or use the Search field to further drill down your search.
Select the Contract.
Locate Payers form the right-hand side panel and click to expand.
Click the Add Payer Association button to associate a new payer with this contact.
Use the Payer search field to find the payer.
Select how the contract should Apply to the Payer:
Place a check in the Apply based on date the payment is posted box to apply this contact based on the date of payment.
Set the Effective Date and Termination Date.
Place a check in the Apply based on the location or provider box to apply this contact based on the location or provider used.
Select whether to use Practice, Provider, Office, Facility or Tax ID.
Place a check in the Apply based on place of Service box to apply this contract based on the place of service.
Select whether to use Any Non-Facility Place of Service, Any Facility Place of Service or POS Code.
Optional: You can remove an association by clicking on theicon to the right of the payer name.