Procedure Code Alerts

Add a Procedure Code Alert

CollaborateMD allows you to add specific alerts to your procedure codes. Alerts will appear as a pop-up whenever the procedure code is opened in a section of CollaborateMD. Using alerts helps ensure your team is made aware of any important information associated with your procedure codes. For example, "Tricare does not accept this code." or "This code is an exclusive code."

Follow the steps below to add alerts to procedure codes.

  1. Select Customer Setup > Codes... > Procedure Codes.

  2. Use the Search field to find the procedure code by the CPT/HCPCS code or description. Or use the Show All button to view all codes.

  3. Select the Procedure Code.

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

  5. Click the Add Alert button.

  6. Write the message you would like to have appear in the alert pop-up.

  7. Use the Display Options boxes to determine when you would like the alert to appear.

    For more information on the Display Options, please visit the Alert Display Options Help Article.  

  8. The Effective Date Range allows you to set how long the alert should remain active. 

  9. Click Done to add your alert.

  10.  Click Save.

Find or edit a Procedure Code Alert

Follow the steps below to find or edit an existing Procedure Code alert.

  1. Select Customer Setup > Codes... > Procedure Codes.

  2. Use the Search field to find the procedure code by the CPT/HCPCS code or description. Or use the Show All button to view all codes.

    Place a check in the "Include inactive codes" box to include inactive codes in your search results.

  3. Select the Procedure Code.

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

  5. Find the alert and click on it to open, then modify. 

  6. Click Done.  Otherwise, click Cancel if no changes were made.

  7. Click Save.

Delete a Procedure Code Alert

Follow the steps below to delete an alert associated to a Procedure Code.

  1. Select Customer Setup > Codes... > Procedure Codes.

  2. Use the Search field to find the procedure code by the CPT/HCPCS code or description. Or use the Show All button to view all codes.

    Place a check in the "Include inactive codes" box to include inactive codes in your search results. 

  3. Select the Procedure Code.

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

  5. Find the alert and click the icon. Or open the alert to review, then click the Delete button.

  6. Click Save.