Phase 1 provides an overview of the CMD application followed by training in the Customer Setup and Account Administration sections. If an interface integration is associated with your account, the integration will be performed in this phase.
The Training for this phase is divided into two (2) parts, if needed separate training sessions can be conducted as denoted below.
Part 1 is an extended overview of the CMD application, how to properly navigate the application, use of the home items, user bar and then using the Customer Setup section to properly set up their account. There is also a Customer Checklist found on the home screen with all new customer accounts that will keep you on track as well. It is recommended prior to the Phase 1 training call the Customer Setup is completed by the trainee; Phase 1 homework focus items to be completed are Practice, Provider, *Payers, *Payer agreements, *Procedure codes, *Diagnosis codes. If an *interface is associated with the account, training will be provided on how to integrate, configure and maintain the interface.
Part 2 is going over Account Management, managing the Customer Management, adding of users and their permissions in User Management, accessing your invoices and payments in the Invoices section and using the Locks/Sessions.
Introductory call completed with Trainer.
Trainee has watched the CMD application overview.
Trainee has watched how to properly navigate the application.
Trainee has properly reviewed these help pages.
Trainee reviewed Module 2 | CMD Application.
Trainee reviewed Module 2 | Phase 1.
Trainee has performed the Account Setup.
- Trainee understands their Implementation Tools & Resources.
Phase 2 Summary
Set up features according to Price Plan
Go over patients & claims (Non-Interface)
Go over tracking interface messages (Interface Tracker), review and submit interface claims (Claim Control)
Batch Options, Claims Scrubbing, Claims Submission, Eligibility (If Applicable)
Status of agreements in CollaborateMD & Introduce Clearinghouse Website
Dashboard(s) have been explained, added and configured.
The Trainee’s user profile has been properly configured
Security Questions & Call-In Pin
Trainee understands Customer Relationship eXperience Management (CRXM) and how to submit feedback.
Owner of the account is listed as the Auth Rep in CollaborateMD as a user.
Customer Setup completed.
Practice(s) have been added with any Defaults configured.
Provider(s) have been added with appropriate bill mode configured.
Referring(s) have been added.
Facility(s) have been added.
Payer(s) have been added and configured as electronic (where applicable).
Completed payer agreement(s) for applicable payers (may be continued in additional phases).
Code(s) and fee schedules have been created as necessary.
ICD Procedure Codes
Alerts have been explained and how they can be leveraged within the business workflow.
Discussion held on how to add / edit Superbills (If Applicable)
The limitation of this feature only works with files that are saved as a Word 2003 XML Document and Excel files or PDF uploads are not supported.
Discussion held on label management. (If Applicable)
Interface activation process has begun (If Applicable).
Customer(s) have been added
Default payment profile has been configured
Phase 2 call planned and scheduled
Action 1 Enable and configure your included services in preparation of Patient & Claim setup. These settings will be applied when creating or managing patients, claims and appointments. Be sure to log into Services in Account Administration to locate the features included in your plan or consider add-ons
Managing Included Services
Other Service Options
Action 2 Begin adding your Patients in preparation of creating claims and appointments. Want to skip data entry? Talk to your Implementation Specialist regarding importing Patient using an Interface or Data Conversion
Patient Billing Info & Claim Defaults
Understand how to check Eligibility
Action 3 Begin adding your claims for patients to begin billing claims and understand CMD Best Practices. During Phase 3 we will discuss batch options and how to track claims
Action 4 Maximize the use of your CMD using our scheduler for appointments. If using an EMR/EHR Interface, CMD may be able to automatically create your appointments to remain in sync with your EMR/EHR
Action 5 Monitor the success of your CMD Interface Integration by reviewing Interface Messages in the form of patient, appointments and claims.
In order to successfully complete Phase 1 of your training and move into Phase 2, you must complete all of your assignments indicated above. During Phase 2 you will learn how to manage your interface (if applicable) Create patients and send TEST claims.