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New Features and Updates General Patient New Patient Notes Option to Allow filtering by date of service when Claim Notes is selected: Added a new filter button to Patient Notes > Claim Notes to allow filtering notes by Date Of Service...
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CollaborateMD allows the EOB to be printed from Claim Batch Print while printing secondary or tertiary claims, and will only appear on this screen if they are in the status “User Print and Mail to [Payer]” . For more information on how to set cla...
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Description : The First Pass Resolved Claims Report displays a list of claims that are resolved on the initial submission's first pass. This report shows patient info, claim ID, charge dates, TCN#, claim activity total amount, primary allowed amo...
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You can print a receipt that includes all the additional data required by the HSA/FSA guidelines from any screen with the print receipt capability.
Print HSA/FSA Receipt from the Post Screen
Select Payment > Post .
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The Patient Payment Portal allows patients to email or text their receipts associated with previously posted payments directly from the portal's Payment History.
Patients can visit https://www.paystatementonline.com
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The Patient Activity screen also lets you email or text receipts associated with previously posted patient payments directly from the activity's Payment History.
Important : Please note that to use the text receipt optio...
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Follow the steps to update a patient’s options to receive receipts. Select Patient > Patient . Use the Search field to search through your patients. Place a check in the “ Include inactive patients ” box to include inactive patien...
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The Payment Tracker screen allows you to pull up previously posted patient payments and email or text the receipts associated with those payments.
Important : Please note that to use the text receipt option, an Auth Rep mu...
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The CollaborateMD Payment > Post section allows users to email or text a receipt while collecting/posting a patient payment.
You can also email or text receipts when posting a payment from the Scheduler or Claim sections.
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Payment Defaults contain options that will automatically be set when sanding patient payment receipts. They can be changed at any time to determine if you want to allow email, text, or printed receipts, as well as what to include on them. Foll...