New Articles

  1. Track Claim Submission History

    Created On: 05/30/2025 in Using CollaborateMD Claim Add Claims Add Professional Claims More actions for Professional 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 resubm...

  2. Assign a Task to a Contact Group

    Created On: 05/26/2025 in Using CollaborateMD Home Messages Organize Contact Groups
    CollaborateMD allows you to create specific tasks associated with your patients, claims, payments, etc. Tasks help you keep track of items that need to be completed. Tasks can have due dates, links, descriptions, statuses, and priorities. You can...

  3. Release 15.10.0 - May 27, 2025

    Created On: 05/26/2025 in Release Notes 2025 Release Notes
    New features | Enhancements |  Resolutions Highlights New Features Enhancements New Task Assignment to Contact Groups New Prior Auth Requirement & Billing Alerts Update New A...

  4. Adding Situational Modifiers

    Created On: 05/16/2025 in Set up & Account Administration Customer Setup Codes... Procedure Codes
    Situational Modifiers enable users to establish rules that automatically apply modifiers in specific situations, whether entering claims manually or receiving them through the interface. This automation streamlines common tasks and reduces denials...

  5. Split Claim

    Created On: 05/12/2025 in Using CollaborateMD Claim Add Claims Add Institutional Claims More actions for Institutional Claims
    Split Claims allows users to take a single claim and split it into multiple claims. This process will move any selected charges (including any existing payments) to a new claim, while keeping all others in the existing claim.    Follow the...

  6. Release 15.9.0 - May 12, 2025

    Created On: 05/08/2025 in Release Notes 2025 Release Notes
    New features | Enhancements |  Resolutions Highlights New Features Enhancements New Split Claim Feature Enhanced Auditing for Fee Schedules & Customer-level Settings A/R Control Payer Filter ...

  7. Split Claim

    Created On: 05/08/2025 in Using CollaborateMD Claim Add Claims Add Professional Claims More actions for Professional Claims
    Split Claims allows users to take a single claim and split it into multiple claims. This process will move any selected charges (including any existing payments) to a new claim, while keeping all others in the existing claim.    Follow the...

  8. Create a Shared Contact Group

    Created On: 04/25/2025 in Using CollaborateMD Home Messages Organize Contact Groups
    Creating a Shared Contact Group allows you not only to send messages to groups but also to share those groups across your organization. This enables employees working on specific tasks (e.g., denials or collections) to ensure timely notifications...

  9. Re-Order Charges On Claim

    Created On: 04/25/2025 in Using CollaborateMD Claim Add Claims Claim Management
    Customers can quickly change the order of charges on a claim for payers with specific requirements, even between primary and secondary payers.  Follow the steps below to re-order charges on a claim. Select Claim  > Claim . Use the Search...

  10. Release 15.8.0 - April 28, 2025

    Created On: 04/25/2025 in Release Notes 2025 Release Notes
    New features | Enhancements |  Resolutions Highlights New Features Enhancements New Re-Order charges on claims option Enhanced Auditing for Payment Profiles & Interface Settings New Sh...
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