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81. Refund a Sunbit (Pay Over Time) Patient Payment

    Created On: 03/30/2025 in Using CollaborateMD Patient Manage Account Refunds
    You can refund a Sunbit payment within the manage account section in the event a patient needs to reverse a payment. This is commonly used when a mistake was made, such as the amount needing to go to secondary/appeals, or if a pending discount was...

82. Create a Sunbit Payment-Plan (Patient)

    Created On: 03/28/2025 in Tools & Resources Pay Over Time with Sunbit
    The following steps are for P atients to create their own Pay Over Time with Sunbit plan from the Patient Payment Portal . You must Configure the " Sunbit Payment Options from the Payment Portal "  to use this feature. If Sunbit i...

83. Manage Pay Over Time with Sunbit

    Created On: 03/28/2025 in Set up & Account Administration Account Administration Services Included & Add-on Services
    Sunbit helps practices and billing services eliminate the stress of managing in-house payment plans by offering a pay-over-time option for patient invoices. Providers can now offer their patients financing without assuming any financial risk, as...

84. Release 15.5.0 - March 17, 2025

    Created On: 03/13/2025 in Release Notes 2025 Release Notes
    New Features and Updates General Appointments New Enhanced Auditing (Show History) for Appointments :   CollaborateMD has been working on a new enhanced auditing project that will provide offices with an easy and transparent way of ...

85. Revenue Codes Contract

    Created On: 02/27/2025 in Set up & Account Administration Customer Setup Codes... Revenue Codes
    Contracts allow practices to keep track of their pre-negotiated reimbursement rates for each code and insurance company. You can edit the price on your contracts for your Revenue Codes from within the Revenue Codes section. Follow the steps below...

86. Revenue Codes Fee Schedules

    Created On: 02/27/2025 in Set up & Account Administration Customer Setup Codes... Revenue Codes
    Fee Schedules allow users to create and manage the prices of the procedure(s) or service(s) rendered based on a claim, location, payer, and more. From within the Revenue Codes section, you can update the price for any fee schedule.  Follow the st...

87. View All Appointments (From Patient Section)

    Created On: 02/27/2025 in Using CollaborateMD Patient Patient Patient Account Patient Appointments
    Use this action to see all future appointments for this patient.  Select Patient > Patient . Use the Search  field to search through your patients. Select the Patient . Locate and click on Appo...

88. View Future Appointments (From Patient Section)

    Created On: 02/27/2025 in Using CollaborateMD Patient Patient Patient Account Patient Appointments
    Use this action to see all future appointments for this patient.  Select Patient > Patient . Use the Search  field to search through your patients. Select the Patient . Locate and click on Appointments  from the right-hand side p...

89. View Past Appointments (From Patient Section)

    Created On: 02/27/2025 in Using CollaborateMD Patient Patient Patient Account Patient Appointments
    Use this action to see all past appointments for this patient.  Select Patient > Patient . Use the Search  field to search through your patients. Select the Patient . Locate and click on Appointments  from the right-hand side pan...

90. Patient Appointments

    Created On: 02/27/2025 in Using CollaborateMD Patient Patient Patient Account

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