New features | Enhancements | Resolutions
New features
New Pay Over Time with Sunbit feature integration
CollaborateMD now has an integrated partnership with Sunbit's buy now, pay later (BNPL) technology. Trusted healthcare practices and medical billing platforms can now choose Sunbit as a patient-friendly solution for post-care payment plans. Sunbit helps eliminate the stress of managing in-house payment plans by offering a pay-over-time option for patient invoices.
Providers can now offer their patients financing without assuming any financial risk themselves, as they receive the full amount within a few days. Sunbit manages all patient billing, enabling providers to reduce time in accounts receivable and minimize effort on collections. Patients can easily request financing directly from the payment portal, benefiting from a 90% approval rate and a 0% financing option for 3 months. Additionally, there are 6, 12, and 18-month plans with competitive interest rates.
Important Note: You must have the In-App Credit Card Processing and the Patient Payment Portal features enabled and configured so your patients can use Pay Over Time with Sunbit from the portal. 
Knowledge base articles (when there's a list)
- Pay Over Time with Sunbit
- Manage Pay Over Time with Sunbit
- Create a Payment Plan with Sunbit
- Refund a Sunbit (Pay Over Time) Patient Payment
- Merchant Payments Report
- Manage your Patient Payment Portal
New Clinical Laboratory Fee Schedule
We added the Centers for Medicare and Medicaid Services (CMS) "Clinical Laboratory Fee Schedule" for customers who are not physicians or who perform services not covered by the Medicare Physician Fee Schedule but can still be paid by Medicare. Lab customers or any customer who orders lab tests can now take advantage of fee schedules and contracts based on the Medicare Clinical Laboratory Fee Schedule (CLFS). When creating a fee schedule or contract using the Medicare Fee Schedule in CMD, it will include the Medicare Physician Fee Schedule and the Medicare Clinical Laboratory Fee Schedule. The Clinical Laboratory Fee Schedule will price procedure codes associated with a lab or test, while the Medicare Physician Fee Schedule will price other procedures.
The Medicare Clinical Laboratory Fee Schedule will be updated quarterly and consists of a single price, either local or national, in contrast to the Medicare Physician Fee Schedule, which is determined based on the specific ZIP code location. 
Knowledge base articles
New Payer Agreement Signature option
We added a new feature for completing payer agreements that require a physical signature but allow for electronic submission of the agreement with the wet signature. This option enables the provider to print, sign, and scan the form, then upload the scanned PDF within the application as part of the Submit Facility NPI Enrollment Form API, similar to the electronic signature process. 
Knowledge base articles
Enhancements
New 0ption to allow sending Clearinghouse Notifications via email
Previously, clearinghouse notifications could only be subscribed to using the CMD Messaging option. In this release, we added the ability to receive Clearinghouse notifications via email, in addition to CMD Messaging. The default will remain CMD Messaging, but users can now configure Clearinghouse notifications to be sent via email within their User Profile > Communication Preferences. 
Knowledge base articles
New 0ption to set non-all-inclusive charges as Paid after billing
We recently added a new feature to the Codes section that allows users to bill other charges when there is an "all-inclusive" charge on the claim, while still sending other charges as $0.00 or $0.01. These charges are then sent as information to the payer but will not be paid. Users would then need to manually adjust, delete, or mark these charges as paid, which created extra work. In this release, we introduced a new option on the Procedure Codes screen to automatically set non-all-inclusive charges as paid after billing. After selecting one of the options to send all other charges on the claim as $0.00 or $0.01, you can choose to automatically mark the other charges as paid after billing, which will set all other charges to PAID rather than AT INSURANCE when claims are submitted. 
Knowledge base articles
New "Current Status" column on EOB/ERA
When posting an insurance payment (manual or ERA) and viewing an individual EOB, the current claim status (not the status that will be set when the payment is posted) is available when hovering over the Status column. In this release, we added a new optional column, hidden by default, to the individual EOB screen. The new "Current Status" column will show the current claim status for better visibility in some workflows. 
New Search option when searching in specific dropdown select fields
We added the ability to search and filter dropdowns with a visual confirmation when typing or searching in the Charge Status, Account Type, and Eligibility Service Type dropdown fields so users can see when they search for dropdown items. 
Resolutions
The "Close and Open Claim" option is missing from Patient > View All Claims
Corrected an issue preventing users from opening a claim from Patient > More > View All Claims when a claim is already open. We previously added this prompt to other sections where claims could be opened, allowing the user to open the claim in a new tab or close the existing claim and open a new one from the prompt. In this release, we updated this screen to prompt the user to close the current claim before opening a new one, as it does on other screens. 