Phase 3 Entrance Criteria

  • Understand Look-up Payer Agreements in CollaborateMD and Connect Center

  • Document Storage (If Applicable)

  • Create and Manage Patients

    • Able to add new patients

    • Understand Insurance Information, adding of copays to 

    • Understand How to check eligibility

    • Understand How to print patient Ledger & Statement

    • Understand Billing Info & Claim defaults

    • Understand Print & Patient Merge Options

    • Understand More Options

  • Perform batch level items

    • Interface Tracking for interface claims

    • Status Control for interface claims

    • Batch Print Claims

    • Batch Eligibility

  • Add and Manage Claims

    • Understand Claim Settings and enabling of RTCS

    • Understand Enabling of Unapplied Copays when claims entered

    • Understand invoicing by Rendering Provider Name

    • Understand COPAY field when associated with the Unapplied Copay and functions

    • Understand Charges and Other field for NDC and CLIA numbers

    • Understand benefits of fee schedule

    • Understand Claim Summary vs. Activity, benefits of Alerts

    • Understand Print Options, Show Preview

    • Understand More Options

    • Understand How Claims Scrubbing/Review works (if applicable)

    • Understand Batch Print Claims

    • Understand to submit Test Claims

  • Managing claims using Status Control

    • Understand how to locate/review and submit interface claims

    • Understand claims in a batch for test

    • Understand Waiting for Review/Incomplete claims and save filters

    • Understand Right click capabilities: Show Details or Open Claim/Patient

    • Understand Submitting claims (Default billing status for payer/code)

  • Create and manage appointments (if applicable)

    • Configuration requirements: Resources, Appt Types, and Custom Status & Settings

    • Create and modify appointments

    • Create and Manage Block Schedule

    • Understanding searching for appointments

    • Understand benefit of Appointment Reminders