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