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Follow the steps below to view/add an alert from a follow up.
Select Claim > Follow Up Management .
Enter your Search Criteria or Load a Search Filter .
Click on a line item to open up a specific clai...
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New features | Enhancements | Resolutions
Highlights
New Features
Enhancements
Alternate Eligibility Payer ID
Universal Import Updates
Claim Status Service Information ...
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New features | Enhancements | Resolutions
Highlights
New Features
Enhancements
Even More Universal Import Updates
New Referring Provider Column in Claim Control
New feat...
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New features | Enhancements | Resolutions
Highlights
New Features
Enhancements
More Universal Import Updates
New GPI Onboarding Tooltips Revenue Code-Specific Taxonomy Codes
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Innovative Technology CollaborateMD is a browser-based application, which allows access from anywhere, at any time! No downloads or software installation is required. CollaborateMD utilizes smart data caching to minimize the data transfer betwe...
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New features | Enhancements | Resolutions
Highlights
New Features
Enhancements
New Total and Selected Patient Counts in Claim Control
Payment Automations UI Update Universal Import ...
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Created On: 03/27/2026
in FAQs & Troubleshooting FAQs
What is an ERA Split? Customers can request an ERA Split when multiple submitter accounts share an NPI or Tax ID. An ERA Split ensures that the correct ERA files are routed to the appropriate submitter number. How Does an ERA Split work? Wh...
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New features | Enhancements | Resolutions
Highlights
New Features
Enhancements
Universal Import
New Rich Text Editor New Automation for Value Code 80
New features
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Your saved Universal Import Templates can viewed and managed from your interface settings. Follow these steps to view, delete, or copy a template to another customer. Viewing Universal Import Templates
Select Interface > Settings . ...
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Created On: 03/24/2026
in FAQs & Troubleshooting FAQs
What file formats does Universal Import support? Universal Import supports HL7, ANSI837, CSV (comma-separated values), Excel, tab-separated, and pipe-delimited flat files. Can I import files from any EHR? Yes, as long as your EHR can pro...