Payer Tasks

CollaborateMD allows you to create specific tasks associated with your payers. Tasks will help you keep track of items that need to be completed. Tasks can have due dates, links, descriptions, statuses, and priorities. You can assign tasks to yourself or to specific users within your business.  

1. Select Customer Setup > Payer.

2. Use the Show All button to view all payers. Or use the Search field to further drill down your search. 

3. Select the Payer.

4. Locate and click on Tasks from the right-hand side panel. 

5. Click Create Task.

6. Enter the task name in the Task Title field.

7. Add the task’s Due Date, Status, and Priority.

   • Low: blue down arrow.
   • Normal: Yellow side arrow.
   • High: Red upwards arrow.

8. Write in the Description of the task.

9. Optional: Click the Add Link to link the task to an action. Tasks can be linked to a patient, claim, practice, provider, facility, payer, report, message, or customer.

10. Enter the username you would like to assign this task to. Or click  and select the user from the list.

    Only users with the Administer All permission under administer tasks can edit tasks for other users.

8. Click Done.

9. Click Save.

   For more information on Tasks, please visit the Tasks Help Article.  

1. Select Customer Setup > Payers.

2. Use the Show All button to view all payers. Or use the Search field to further drill down your search. 

3. Select the Payer.

4. Locate and click on the Tasks tab from the right-side panel.

5. Click the Task you want to edit.

6. Make the desired changes.

7. Click Done. Otherwise, click Cancel to exit or click the icon to the right of the task to delete it.

8. Click Save.

1. Select Customer Setup > Payers.

2. Use the Show All button to view all payers. Or use the Search field to further drill down your search. 

3. Select the Payer.

4. Locate and click on the Tasks tab from the right-side panel.

5. Find the task you want to delete.

6. Click the  icon to the right of the task.

7. Click Save.