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Overview of CollaborateMD Keyboard Shortcuts

posted Jul 7, 2017, 1:48 PM by Tasha lesher   [ updated Aug 3, 2017, 3:31 PM by Angelique Belot ]

Shortcut keys help provide an easier and usually quicker method of navigating and executing commands in computer software programs. Shortcut keys are commonly accessed by using the Alt key (on IBM compatible computers), Command key (on Apple computers), Ctrl key, or Shift key in conjunction with another key.

Shortcuts by Section

The following keyboard shortcut keys are available for each section of the application.


Section

Description

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Claim - F1

Create, submit & modify claims with automatic daily submission and real-time claim scrubbing to increase claim rate.

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Payment - F3

Manage financials and improve cash flow with multiple payment posting methods.

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Control - F5

Enhance claim follow-up time by viewing the life cycle of claims.

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Reports - F7

Over 90 standard and enhanced reports that drill down your financial review cycle.

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Scheduler - F9

Through appointment scheduling medical offices can increase efficiency and maximize office workflow while improving patient satisfaction using several functions from within the scheduling program.

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Patients - F2

Save time and enjoy flexibility with many patient-related features.

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Codes - F4

Increase coding and billing proficiency by customizing each practice specific CPT®, ICD, and HCPCS codes list.

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Payer - F6

Select from over 2000 payers to automate and manage claims.

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Facility - F8

Store facility information for reporting and to quickly add to a claim.

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Referring - F10

Store referring provider information for reporting and to quickly add to a claim.


Shortcuts by Tab & Button

Within each section, you can identify shortcut keys for tabs and buttons by looking for underlined letters in the tab or button name.


For example, the image below shows an underline on the "S" in Save and an underline on the “1” beside Patient, which means you can press the Alt key and then the "S" or “1” key to access the button or tab.


Below are some examples of shortcuts by tab and buttons throughout the Patient section. Please note various shortcuts exist throughout the application. This example provided below is just a reference.


Shortcut

Tab/Button

Description

ALT + 1

Patient

Used to view or modify info contained in a patient record.

ALT + 2

Additional Info

Used to view or modify additional information on the patient’s record.

ALT + 3

Insurance

Used to view or modify insurance info associated with a patient.

ALT + 4

Claim Defaults

Used to view or modify defaults for the patient’s claim.

ALT + 5

Patient Billing

Used to view or modify information related to the patient’s billing information.

ALT + 6

Activity

Used to view various types of activity associated with a patient.

ALT + 7

Eligibility

Used to view and check insurance eligibility for a patient.

ALT + 8

Appointments

Used to view appointment history for a patient.

ALT + 9

Documents

Used to add or delete electronic documents associated with a patient.

ALT + S

Save

Used to save the patient record with new or modified information.

ALT + C

Close

Used to close the patient record.

ALT + P

Print

Used to print various items related to the individual patient, such as statements or labels.

ALT + M

Merge

Used to merge a patient record with another patient record, typically a duplicate record.

ALT + e

Open in EMR

Used to open the patient in an applicable EMR system.

ALT + T

Track

Used to track claims for the patient or insured person.

ALT + R

Review

Used to review the patient’s account for duplicate records or address verification, if applicable.


General Shortcuts

Basic Keyboard Shortcut Keys (PC)

Click here for a list of keyboard shortcuts that you can use with Windows computers.


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Not all shortcuts listed are compatible with CollaborateMD

Basic Keyboard Shortcut Keys (MAC)

Click here for a list of keyboard shortcuts that you can use with Mac computers.


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Not all shortcuts listed are compatible with CollaborateMD

Sorting by Multiple Columns

Sorting records in a table allow you to better understand the data that you are working with. Sorting is also an efficient means of organizing your data in alphabetical or sequential order. Common areas to sort columns are in the Report and Control sections of the application.


To sort more than one column


  1. Select the first column you wish to sort by followed by the sorting order:

    • Ascending: Arranged from smallest to largest

    • Descending: Arranged from largest to smallest

  2. Next, hold down the Ctrl key on your keyboard and select the second column

  3. Continue selecting each column until you’re satisfied with your sorting options


Note: Sorted columns and orders are denoted with a blue triangle ( | ) beside the column name.