Referring Provider Alerts

CollaborateMD now allows you to add specific alerts to your referring providers. Alerts will appear as a pop-up whenever the referring provider is opened in any crucial section of the CollaborateMD application. Using alerts helps ensure your team is aware of any important information associated with your referring providers. 

1. Select Customer Setup > Referring Providers.

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

3. Select the Referring Provider.

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

5. Click Add Alert.

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.

   1. Show Alert in Patient Section: (based on the patient’s default referring provider).

   2. Show Alert in Claim Section: (based on the claim’s current referring provider, ordering provider, or sales rep).

   3. Show Alert in Appointment Section: (based on the patient’s default referring provider).

   4. Show Alert in Payment Section:

      • For patient payments: It will be based on the patient’s default referring provider.

      • For insurance payments EOB/ERA: It will be based on the claim’s current referring provider, ordering provider, or sales rep.

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.

1. Select Customer Setup > Referring Providers.

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

3. Select the Provider. 

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

5. Select the Alert.

6. Optional: Modify the alert.

7. Click Save.

1. Select Customer Setup > Referring Providers.

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

3. Select the Provider. 

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

5. Click the  icon next to the alert.

6. Click Save.