New Articles

  1. A/R Control Task Options

    Created On: 09/11/2025 in Using CollaborateMD Patient A/R Control
    CollaborateMD's Task Options feature allows users to create specific tasks associated with your patient's A/R within A/R Control. Tasks will help you keep track of items that needs to be completed for multiple patients at once. These tasks can h...

  2. Release 15.18.0 - September 15, 2025

    Created On: 09/11/2025 in Release Notes 2025 Release Notes
    New features | Enhancements Highlights New Features Enhancements New Task Management in A/R Control New Admitting Diagnosis Default Duplicate Remittance Codes Now Allowed if Group C...

  3. Release 15.17.0 - September 2, 2025

    Created On: 08/27/2025 in Release Notes 2025 Release Notes
    New features | Enhancements Highlights New Features Enhancements New Statement Option for Continuing Visits New "Card on File" Indicator when Posting Payments ANSI (837) Import via WebAP...

  4. Update Two-Factor Authentication

    Created On: 08/22/2025 in Using CollaborateMD User Bar User Profile
    If you know your password, but want to change it to something else: Click  the  icon with your name located in the top right corner of the screen. Select User Profile . Under Security , select Update Two-Factor Authentication . Ent...

  5. Payment Portal

    Created On: 08/22/2025 in Using CollaborateMD Reports Report Reference Guide Field Descriptions Patient Data
    The Payment Portal sub-category, found under Patient Data, corresponds to the Payment Portal user information set within the Patient section of the application.   Name  Description Email Address Associated with the "Email Address"...

  6. Communications

    Created On: 08/18/2025 in Using CollaborateMD Reports Report Reference Guide Field Descriptions Patient Data
    The Communications sub-category, found under Patient Data, corresponds to the information about communication opt-ins in reports, enabling customers to conduct targeted outreach to patients to encourage them to opt-in. These are set within the Pat...

  7. Revenue Codes Claim Defaults

    Created On: 08/15/2025 in Set up & Account Administration Customer Setup Codes... Revenue Codes
    Default Value Codes allow users to set a default Value Code for claims based on the revenue code. When configured, the selected Value Codes are automatically added to claims that use that revenue code.  Follow the steps below to set up Default Va...

  8. Release 15.16.0 - August 18, 2025

    Created On: 08/15/2025 in Release Notes 2025 Release Notes
    New features | Enhancements Highlights New Features Enhancements Post Payments and Copays from Practice Fusion New Timeline Option for Due and Overdue Tasks New Dynamic Support PIN ...

  9. Show Support PIN

    Created On: 08/06/2025 in Using CollaborateMD User Bar Help
    Show Support PIN provides a user-level dynamic PIN, which is auto-generated within the application. When contacting support via phone or live chat, you will be required to provide this PIN to validate your identity. This PIN will be different ...

  10. Electronic Statements

    Created On: 08/04/2025 in Using CollaborateMD Reports Report Reference Guide Field Descriptions Patient Data
    The Electronic Statements sub-category, found under Patient Data, corresponds to the info as to where the electronic statement will go.  Name  Description Email Address Associated with the Email Address where electronic statements...
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