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New Features and Updates General Payment New Deposit Date Field on Payments: We added a new "Deposit Date" field when entering or editing payments (ERA, EOB, or Patient Payment) to represent the date the check was deposited into the ...
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New Features and Updates General Customer Setup New Enhanced Auditing (Show History: CollaborateMD has been working on a new enhanced auditing project that will provide offices with an easy and transparent way of auditing changes made ...
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Follow the steps below to change the claims charge status.
Select Claim > Follow Up Management .
Enter your Search Criteria or Load a Search Filter .
Click on a line item to open up a specific claim.
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The User Audit Report now allows you to track modifications, changes, and updates made by users within CMD for multiple records simultaneously. It includes a new Audit ID column with hyperlinks that, when clicked, will open the audit history fo...
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This action allows you to review the audit history of a single record to determine which user made changes to the record, when the changes were made, and what the changes were.
Navigate to your desired section in the application (prac...
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Created On: 08/14/2024
in Tools & Resources
CollaborateMD's new Enhanced User Auditing allows you to see a detailed list of changes made to specific records throughout the application. This new auditing tool enables users to track modifications, changes, and updates within CMD for...
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New Features and Updates General User Bar New Option to Save the 'Open claim after searching'/'Open patient after searching' Options to User Preferences When Using Switch Customer: Updated the SysMgr/Switch Customer option to ...
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New Features and Updates General Home New Timeline Item for Claims At Status : Added a new timeline item, "Claims At Status," which, when selected, provides a multi-select dropdown menu. This allows users to select one or more cla...
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New Features and Updates General Claim New Option to Print EOB information When Batch Printing Claims : Added support for printing EOBs directly from Claim Batch Print. If any claims set to send to the secondary or tertiary insuranc...