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  • Can I Reset my Password? Passwords may need be to updated or reset for a variety of reasons as the account is working with CollaborateMD. The three options below provide details about the different ways ...
    Posted Jun 26, 2017, 11:55 AM by Tasha lesher
  • Why are my J-codes being replaced on my ERA/EOB? In some instances, payers will pay charges using a different code. For the example provided below, the payer is replacing the J-code with a National Drug Code. As of ...
    Posted Jun 13, 2017, 8:12 AM by Angelique Belot
  • How Do I Locate Reports to Show Proof of Timely Filing? Proof of timely filing is a considered best practice and can be easily accomplished using Clearinghouse Reports within the Reports section of CollaborateMD.  Filing claims late could cause denials and ...
    Posted May 12, 2017, 8:20 AM by Tasha lesher
  • Why is My Claim Dropping to Paper? Claims may be dropped to paper for several reasons. Review each option below to determine why claims are dropping to paper. Step 1 - Verify if a paper CPID was sent ...
    Posted May 25, 2017, 12:16 PM by Angelique Belot
  • How To Include Payment Reversals on the Daily Deposit Report? Follow the instructions below to recreate the Daily Deposit report so that you can toggle between whether or not you want to include reversals in your report. Modifying this report ...
    Posted Feb 13, 2017, 5:58 PM by Angelique Belot
Showing posts 1 - 5 of 10. View more »


Can I Reset my Password?

posted Jun 26, 2017, 11:55 AM by Tasha lesher

Passwords may need be to updated or reset for a variety of reasons as the account is working with CollaborateMD. The three options below provide details about the different ways CollaborateMD allows users, user Admins, and user Authorized Representatives to reset their own or others passwords.
  1. All users have the ability to change their own passwords using the Change Password option when logged into the application. Users must have access to their current password in order to process this request.
  2. If and when logged out of the application the Forgot Password option will allow users to receive a temporary password or answer security questions in order to reset their password. If you do not have an email or security questions on file please update your User Profile to use this option in the future.
  3. Lastly, if any user needs assistance logging into the application they should partner with their Admin or Authorized Representative as they have permissions to reset any users password.

Why are my J-codes being replaced on my ERA/EOB?

posted Jun 13, 2017, 7:34 AM by Angelique Belot   [ updated Jun 13, 2017, 8:12 AM ]

In some instances, payers will pay charges using a different code. For the example provided below, the payer is replacing the J-code with a National Drug Code. As of June 9th, 2017, the software has been updated to show the original value in parenthesis rather than showing just the code that the payer used to pay on the charge (similar to the RR Payer-Generated Report).

 


How Do I Locate Reports to Show Proof of Timely Filing?

posted May 12, 2017, 8:20 AM by Tasha lesher   [ updated May 12, 2017, 8:20 AM ]

Proof of timely filing is a considered best practice and can be easily accomplished using Clearinghouse Reports within the Reports section of CollaborateMD.  Filing claims late could cause denials and prevent you from getting paid.  

Use the instructions below to locate your timely filing reports:
  1. Go to the Reports Section.
  2. Go to Clearinghouse Reports tab.
  3. Select the Retrieve Listing of All Reports option.
  4. Enter the claim's TCN, patient name, or other identifying information in Containing Content field. 
  5. Enter the Date Range to match submission date.
  6. Click the Search button. 
  7. You can locate your Timely Filing reports under the Acknowledgement tab, as well as the Payer Generated tab, if provided by your payer. 
Clearinghouse Reports are printable or savable to your computer in order to submit proof to the payer. 

Why is My Claim Dropping to Paper?

posted Apr 13, 2017, 6:21 AM by Tasha lesher   [ updated May 25, 2017, 12:16 PM by Angelique Belot ]


Claims may be dropped to paper for several reasons. Review each option below to determine why claims are dropping to paper.

Step 1 - Verify if a paper CPID was sent in the claim file by following the steps below:


  1. Go to the Payer section.

  2. Open the applicable payer.

  3. Verify the CPID for the type of claim being submitted. All paper CPIDs have a second digit of a "3", for example, "4300".

                                            

Step 2 - Verify the submitter is authorized for the electronic CPID by following the steps below:


  1. Go to the Payer section.

  2. Open the applicable payer and view the Clearinghouse Information box.

  3. Under the claim type for the claim being submitted, is "Agreement Required" listed?

  1. If yes, verify the submitter is authorized by viewing the status of the Claim agreement via the Lookup tab. See step-by-step instructions here. Agreements must be in the status of Authorized for claims to send electronically.

Step 3 - Verify the Server Processing Mode for the payer is not set to The clearinghouse will print and mail the claims by following the steps below:


  1. Go to the Payer section.

  2. Open the applicable payer.

  3. If the Server Processing Mode is set to the above status, update as appropriate.

How To Include Payment Reversals on the Daily Deposit Report?

posted Feb 13, 2017, 2:46 PM by Angelique Belot   [ updated Feb 13, 2017, 5:58 PM ]

Follow the instructions below to recreate the Daily Deposit report so that you can toggle between whether or not you want to include reversals in your report. Modifying this report may help your office balance reversals with actual payments received vs. having to run two separate reports, such as the Daily Deposit report and Refund/Reversal report. See the Report Descriptions Reference Guide for more information about these reports. 

  1. Go to the Reports section > Central  Business Intelligence > Report Builder.

  1. Click Build > From Template > Daily/Monthly Reports > Daily Deposit Report.

  1. When the report displays, in the Filters pane, right-click on the Is Payment Reversal? field and select Filter Type > Dynamic.

Note: This will allow you to toggle between Yes and No prior to running the report.  

  1. OPTIONAL: It’s recommended to include this filter in your report header. To do this, right-click on the Is Payment Reversal? field and select Include in Header.

  1. Enter a Report Title, select a Report Category, and then click Save.

  1. You may now run the report.

  2. When the filter window opens, click on the General Filters pane. You’ll notice a drop-down menu for Is Payment Reversal? Make your selection and then click OK to run the report.


How To Post a Balance Forward Into CollaborateMD from Another System

posted Feb 10, 2017, 5:09 PM by Angelique Belot   [ updated Apr 11, 2017, 8:04 PM ]

You can easily add a past due balance from a previous practice management software into CollaborateMD by creating a Debit Adjustment code. Once the code is created, you can apply the debit towards the patient's account. This will allow you to keep track of all past due balances without having to manage two systems, this way it’s easier to track.

Step 1: Create a Debit Adjustment Code

  1. Go to the Codes section and click on the Adjustments tab.

  2. Click New Adjustment.

  1. In the Code field, enter a code that best describes the debit adjustment you’re created. For example, OAR for Old Account Receivable.

  2. Click on the Type drop-down menu and select Debit.

  3. In the Description field, enter a short description that describes the code.

  4. Click Save.

Step 2: Debit the Patient's Account

Now that the debit adjustment code is created, next you must debit the account. The easiest way to do this is within the Payment section > Manage Account tab.

  1. Go to the Payment section and click on the Manage Account tab.

  2. Click on the Find button.

  3. In the field provided, search for the patient and select their name.

 
  1. Click on the Debit Account button located towards the top of the screen.

  2. Click on the magnifying glass to select a Debit Code.

  3. Enter the debit Amount followed by the Received date.

  4. At this time you can make any final changes you see fit.

  5. Click Save.

Note: The Debit will be added to the Account Debits portion of the Manage Accounts tab.

  1. Click Save.

Best Practice Tips:

  • Once you’ve debited the patient's account, it’s important to review their activity to confirm that you're satisfied with your changes.

  • Run the Daily/Monthly Charges and Debits report to keep track of this debit adjustment. Click here for more information on how to run reports.

Note: Use the Charge CPT Code filter to search for the specific debit code.

How To Create a 100% Payer Adjustment Report

posted Jan 4, 2017, 12:45 PM by Angelique Belot   [ updated Feb 13, 2017, 4:32 PM ]

A report like this can easily be created using an existing report such as the Daily/Monthly Insurance Payments/Adjustments report by adding a Static filter for the Insurance Payment Amount & Insurance Adjustment Amount

Note: Results may vary depending on the report you choose to build a template off of. If you require more customization on your report feel free to submit a Custom Report request. 

Follow the steps below to create this report using the Daily/Monthly Insurance Payments/Adjustments report template:


Create the Report From an Existing Template

  1. Go to the Report section and click on the Central Business Intelligence tab.

  2. Click on the Report Builder tab > Build > From Template.


Add the Static Filters

  1. When the report contents are displayed, using the Field Search, search for the following fields:

    • Insurance Paid Amount

    • and Insurance Adjustment Amount

  1. Once you’ve located the fields, drag and drop both fields into the Filters pane.

  1. Hover your mouse over the Insurance Adjustment Amount field and complete the following actions:

    • Right click on the field name and select Filter Type > Static.

  • When the dialog window opens, click on the Insurance Adjustment Amount drop-down menu and select Greater Than.

  • Next, in the field provided enter $0.00 and click OK.

  1. Hover your mouse over the Insurance Paid Amount field and complete the following actions:

    • Right click on the field name and select Filter Type > Static.

  • When the dialog window opens, click on the Insurance Adjustment Paid drop-down menu and select Equals.

  • Next, in the field provided enter $0.00 and click OK.

Save the Report

  1. Enter a Report Title, select a Report Category, and enter a Report Description (if applicable).

  1. When you’re satisfied with your changes click Save.

Run the Report

  1. Next, click on the Report Viewer tab to locate the report you just created.

  2. Double click on the report, enter your search parameters and then click OK to run the report. Your report should like something like this:

How To Uninstall CollaborateMD

posted Aug 25, 2014, 6:38 AM by Angelique Belot   [ updated Feb 13, 2017, 4:33 PM ]

Reference the instructions below to uninstall CollaborateMD based on your operating system.

Note: Prior to uninstalling the program be sure to check with your IT department to ensure you are currently logged in as the Administrator on the physical computer.

PC

Part 1:
  1. Click on the Start button on your computer, and then select or locate the Control Panel.
  2. Double-click the Add or Remove Programs icon. Note: This may also be listed as "Uninstall a Program". 
  3. Locate CollaborateMD on the list of currently installed programs.
  4. Select the option to Remove or Uninstall. Note: If you're prompted for an administrator password or confirmation, type the password or provide confirmation.
  5. Proceed with the uninstall instructions.
  6. Close the window.
Part 2:
  1. Click on the Start menu, and then select My Computer.
  2. Double-click on Local Disk (C:).
  3. Click on the Program Files folder. Note: Some computers may have two (2) Program File Folders - be sure to check BOTH. 
  4. Right-click on the CollaborateMD folder and select Delete

PC Windows 10

  1. Right-click on the Start menu and select Control Panel.
  2. Locate Programs. (Note: This may also be called Programs and Features. If this is true, double-click to open and proceed to step 4).
  3. Select Uninstall a Program.
  4. Locate CollaborateMD and select to highlight.
  5. Select Uninstall.
Note: If you have multiple instances of CollaborateMD, we recommend uninstalling all of them. 

MAC

  1. Go to Finder.
  2. Select Applications.
  3. Locate CollaborateMD.
  4. Right-click and select Move to Trash.

For instructions on how to install CollaborateMD visit http://www.collaboratemd.com/download.

Rejection: Clearinghouse Claim Rejection for PN4-0113: ORD PROV INFO NOT ALLOWED (Resolved)

posted Feb 28, 2012, 9:25 AM by Unknown user   [ updated Feb 13, 2017, 4:34 PM by Angelique Belot ]

CollaborateMD would like to inform you of the following clearinghouse claim exclusion: "PN4-0113: ORD PROV INFO NOT ALLOWED"

CollaborateMD is working with our clearinghouse partner and the payers to correct this issue and we expect it will be fixed by Feb 24, 2012.

We will send a follow up to this communication to confirm when this issue have been resolved.  

Until this issue has been resolved, please hold any claims that is not a Medicare DME CPID and contains an Ordering Provider on the claim.  The Medicare DME CPID's are 7475, 7476, 7477, and 7478.

Upon resolution of this exclusion,  CollaborateMD will resubmit any claims that excluded for PN4-0113: ORD PROV INFO NOT ALLOWED.

UPDATE:

CollaborateMD would like to inform you that the following clearinghouse claim exclusion: "PN4-0113: ORD PROV INFO NOT ALLOWED" has been resolved.

Any claims that had been held awaiting our resolution communication, may now be submitted.

CollaborateMD resubmitted any claims that had been previously excluded for PN4-0113: ORD PROV INFO NOT ALLOWED.  These claims were sent in our claim run February 23, 2012.

If you have any questions or concerns, please feel free to contact Client Services at (888) 348-8457 option 2. 


How To Avoid Common 5010 Payer Rejections

posted Sep 14, 2011, 8:35 AM by Unknown user   [ updated Feb 13, 2017, 4:33 PM by Angelique Belot ]

With the new 5010 changes taking place soon, are you aware of how to avoid common 5010 payer rejections? Click Here for more information.

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