New Articles

  1. 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 Task Automations will automatically generate a new tasks (based on the automation selected) that will be linked to the patient and assigned ...

  2. 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...

  3. 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...

  4. 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...

  5. 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...

  6. 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...

  7. 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...

  8. 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...

  9. 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 ...

  10. 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...
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