New Articles

  1. Delete an Appointment Task

    Created On: 06/18/2025 in Using CollaborateMD Appointments Scheduler Appointment Tasks
    Once a task is permanently deleted, it cannot be restored. Proceed with care.  Select Appointments > Scheduler . Find your appointment. Open the Appointment . Locate and click on Tasks  from the right-hand side panel. Find t...

  2. Assign an Appointment Task to another User

    Created On: 06/18/2025 in Using CollaborateMD Appointments Scheduler Appointment Tasks
    Select Appointments > Scheduler . Find your appointment. Open the Appointment . Locate and click on Tasks  from the right-hand side panel. Click the  Task . Enter the username you would like to assign this task to. Or Click  ...

  3. Change Appointment Task Status

    Created On: 06/18/2025 in Using CollaborateMD Appointments Scheduler Appointment Tasks
    Select Appointments > Scheduler . Find your appointment. Open the Appointment . Locate and click on Tasks  from the right-hand side panel.  Click the  Task . Use the Status  drop-down menu to assign this task a new status. ...

  4. Add Appointment Task

    Created On: 06/18/2025 in Using CollaborateMD Appointments Scheduler Appointment Tasks
    CollaborateMD allows you to create specific tasks associated with your appointments. Tasks will help you keep track of items that needs to be completed. Tasks can have due dates, links, descriptions, statuses, and priorities. You can assign tasks ...

  5. Release 15.12.0 - June 23, 2025

    Created On: 06/12/2025 in Release Notes 2025 Release Notes
    New features | Enhancements Highlights New Features Enhancements Tasks Available in Multiple New Sections New Enhanced Auditing (Show History) for Contracts Net Amount now Available...

  6. Release 15.11.0 - June 10, 2025

    Created On: 06/06/2025 in Release Notes 2025 Release Notes
    New features | Enhancements Highlights New Features Enhancements Claim Workflow Enhancements: New Combining Claims Feature Claim Workflow Enhancements: New Institutional Defaults New Tas...

  7. Request Claim Scrubbing Custom Edits & Analytics

    Created On: 06/06/2025 in Set up & Account Administration Account Administration Services Other Services
    CollaborateMD offers a custom claim scrubbing edits option that provides customers access to the ClaimStaker® application, allowing them to review existing claim scrubbing edits, create new ones, and review detailed analytics. If you're an Aut...

  8. Task Automations

    Created On: 06/06/2025 in Set up & Account Administration Customer Setup Practices
    Task Automations allow an office to set up an automated action based on the parameter selected. Our " Create a task when a patient's AutoPay payment fails " automation will automatically generate a new task for any payment failures during t...

  9. Combine Claims

    Created On: 06/06/2025 in Using CollaborateMD Claim Claim Control
    CollaborateMD's Combine Claims feature allows users to merge two or more separate claims into one, consolidating all charges and removing the duplicate claims automatically. This is useful for customers who need to combine encounters into a si...

  10. Track Claim Submission History

    Created On: 05/30/2025 in Using CollaborateMD Claim Add Claims Add Institutional Claims More actions for Institutional Claims
    Track Claim Submission History allows users to review the submission history of a particular claim and confirm which payers received it. It enables easy tracking of how many times a claim was submitted, helping resolve denials, accepted and resu...
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