Help Pages‎ > ‎Admin‎ > ‎Interfaces‎ > ‎Practice Fusion‎ > ‎

Managing Claims & Charges

This information explains how to edit a claim that has already been sent over from the interface, whether that means you want to add or remove CPT Codes, ICD Codes, Modifiers etc.


Here are some important things to be aware of: 
          Users are unable to add codes into Practice Fusion. 
          Although not required, it's highly recommended that users configure their Codes within CollaborateMD. Please see the Codes Help Page for additional assistance
          CPT and ICD codes that aren't in your personal code list will automatically be added from the CollaborateMD mast code list once retrieved from Practice Fusion.  
          Claims will be marked as incomplete in the event a code is missing from your personal list. If the code is missing: 
              You will either have to manually open the claim and save it so the system can save the claim as complete. 
              Or, manually add the code to your personal list. 

Please see Managing Incomplete Claims (coming soon) Help Page for additional assistance. 

In the event you need to add additional procedure codes to a Claim/Superbill once it’s been sent over to CollaborateMD please see the Find/Edit Claim Help Page for additional assistance. Optionally you can right click on the Claim via Claim Control and choose the option to open the Claim. Please see Claim Control Right Click Capabilities for additional assistance. 


This information explains how claim and insurance information for patients is managed between CollaborateMD and Practice Fusion once you've linked your CollaborateMD account.

Here are some important things to be aware of: 

          Practice Fusions insurance companies will be matched to CollaborateMD insurance companies by comparing the Payer Address or Name in both systems. 

          If the Payer in Practice Fusion does not match a Payer in CollaborateMD, the Superbill will be rejected.

          The address and name will have to match exactly. Please review the Synchronizing Payers Help Page for more information. 

          In the event a Superbill is rejected for this reason please make sure that the payer record has a match in both systems (name, address) and resubmit the superbill.

                    Note: This will create a new claim. Please delete the initial claim prior to resubmitting the second one. Please see the Delete Claim Help Page for additional assistance. 

***In the event you do not want submit another Superbill you can manually update the claim, or patients record within CollaborateMD and/or Practice Fusion***