New Articles

  1. Communications

    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...
  2. Revenue Codes Claim Defaults

    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...
  3. Release 15.16.0 - August 18, 2025

    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 ...
  4. Show Support PIN

    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 ...
  5. Electronic Statements

    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...
  6. Statement Tracker Task Options

    CollaborateMD's Task Options feature allows users to create specific tasks associated with your statements within statement tracker. Tasks will help you keep track of items that needs to be completed for multiple statements at once. These tasks ...
  7. Release 15.15.0 - August 4, 2025

    New features | Enhancements Highlights New Features Enhancements Task Management for Statements New Post Only Payment Permission New Payer-Level Authorization Billing Alert AR Agin...
  8. Claim Workflow Enhancements Demo

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  9. Feature Enhancement Demos

  10. Appeal Letter Sample