New Articles

  1. Update Claim Status From Follow Up Management

    Created On: 06/05/2026 in Using CollaborateMD Claim Follow Up Management
    The " Update Status " option allows users to update the status of multiple claims simultaneously directly from the follow-up screen.  Follow these steps to update claim statuses in bulk: Select Claim > Follow Up Management...

  2. Release 16.11.0 - June 8, 2026

    Created On: 06/05/2026 in Release Notes 2026 Release Notes
    New features | Enhancements | Resolutions Highlights New Features Enhancements Bulk Claim Status Updates Now Available in Follow Up Management Ability To Search Multiple Statuses...

  3. View/Add Alerts From Follow Up

    Created On: 05/22/2026 in Using CollaborateMD Claim Follow Up Management Manage Follow Ups
    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...

  4. Release 16.10.0 - May 26, 2026

    Created On: 05/22/2026 in Release Notes 2026 Release Notes
    New features | Enhancements | Resolutions Highlights New Features Enhancements Alternate Eligibility Payer ID Universal Import Updates Claim Status Service Information ...

  5. Release 16.9.0 - May 11, 2026

    Created On: 05/08/2026 in Release Notes 2026 Release Notes
    New features | Enhancements | Resolutions Highlights New Features Enhancements Even More Universal Import Updates New Referring Provider Column in Claim Control New feat...

  6. Release 16.8.0 - April 27, 2026

    Created On: 04/24/2026 in Release Notes 2026 Release Notes
    New features | Enhancements | Resolutions Highlights New Features Enhancements More Universal Import Updates New GPI Onboarding Tooltips Revenue Code-Specific Taxonomy Codes ...

  7. System Requirements for CollaborateMD's Cloud-Based Technology

    Created On: 04/13/2026 in New to CollaborateMD? System Requirements
    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...

  8. Release 16.7.0 - April 14, 2026

    Created On: 04/10/2026 in Release Notes 2026 Release Notes
    New features | Enhancements | Resolutions Highlights New Features Enhancements New Total and Selected Patient Counts in Claim Control Payment Automations UI Update Universal Import ...

  9. ERA Split FAQs

    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...

  10. Release 16.6.0 - March 30, 2026

    Created On: 03/26/2026 in Release Notes 2026 Release Notes
    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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