New Articles

  1. Data SnapShot - Default Charge Statuses (BILLTO's)

    Default BILLTO Denoted below are are the default charge statuses, used in the BILLTO column in Charge and Claim . BILLTO Display Due To 0 ON HOLD O 1 SEND TO INSURANCE VIA C...
  2. Data SnapShot - Charge Statuses

    Charge Statuses Denoted below are specific  Charge Status data items and their associated data types to assist with processing a data snapshot. Status Field Description Values Status Unique ID for t...
  3. Data SnapShot - Insured Policy

    Credit Denoted below are specific  Insurance Policy data items and their associated data types to assist with processing a data snapshot. Field Description Values SEQNO Unique identifier for the insurance ...
  4. Data SnapShot - Insured Party

    Credit Denoted below are specific Insured Party data items and their associated data types to assist with processing a data snapshot. Field Description Values SEQNO Unique identifier for the insure...
  5. View EOB Info From Follow Up

    Follow the steps below to view the EOB info 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 claim. Click the  EOB Info  t...
  6. View EOB information on Claim

    When working claim appeals and denials, users can view the claim EOB details, including remittance code information, directly within the Claim without leaving the current screen.  Follow the steps below to view the EOB info and details on a c...
  7. Release 15.13.0 - July 7, 2025

    New features | Enhancements   Highlights New Features Enhancements EOB Info Available in Claim & Follow Up Sections WebAPI Enhancements New features EOB Information Now Avai...
  8. Save and Create a Task for a Report

    The "Create a Task" option within a report allows users to save the report and create a task. This task can be assigned to users or groups, and will include a linked snapshot of the report that will be available for 90 days. When running a repor...
  9. Claim Tracker Task Options

    CollaborateMD's Task Options feature allows users to create specific tasks associated with your claims within claim tracker. Tasks will help you keep track of items that needs to be completed for multiple claims at once. These tasks can have due...
  10. Claim Control Task Options

    CollaborateMD's Task Options feature allows users to create specific tasks associated with your claims in claim control. Tasks will help you keep track of items that needs to be completed for multiple claims at once. These tasks can have due d...