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Services


Admin Section

The Administration section allows you to access administrative level tools that help manage your account. These tools include user and role administration, session management, lock management controls, configuration settings for automation, labels, superbills, appointment confirmation settings, monthly invoice,  and managing your interface applications. 

The following help pages are supported by the current version of CollaborateMD. Please follow the curriculum outline to receive the proper training associated with this section.

Services allow Authorized Representatives to easily request monthly, add-on, and setup services through the application. Requests are sent by email to the accounting department for internal processing except in cases where the software can immediately complete the request.

Price Plans

In the Price Plans tab, users have the ability to change their price plan, enable and configure eligibility checking and automated claim scrubbing, request to close their account, and in the case that they have access to multiple customers request to close customers. 

Find your Price Plan

Follow the instructions below to find your current price plan with CollaborateMD. 
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button. 
    • A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges.". Click on the OK button to continue.
  3. Click on the Price Plans tab. 
    • Billing Services are on monthly transaction-based pricing. Click View transaction-based pricing for more information.
                    
    • Medical Practices are on a predetermined monthly price plan. Click View available plans for more information.
                    
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Upgrade your Price Plan (Medical Practice's Only)

Important things to know before you upgrade:
  • Please be aware when choosing to upgrade, the pricing will reflect in the month the plan was upgraded. We do not prorate the monthly invoice. For example, if the upgrade was made on 5/15, the invoice for May activity will reflect the upgraded Price Plan.
Follow the instructions below to upgrade your monthly service with CollaborateMD. 
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button. 
    • A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges.". Click on the OK button to continue.
  3. Under the Price Plans tab, select the plan you wish to upgrade to. 
    1. Account Sign on Date before 06/13/2016: Visit the Legacy Pricing page on our website to view billing details and available features. Please note, Legacy Pricing is only available to customers who opened an account with CollaborateMD before 06/13/2016. 
    • Account Sign on Date after 06/13/2016: Visit the Medical Practice Pricing page on our website to view billing details and available features. 
  4. Select when you wish to apply the account upgrade. This can range from immediately to the first of the next 3 months. 
  5. When you're satisfied with your changes click on the Save button. 
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Downgrade your Price Plan (Medical Practice Only)

Important things to know before you downgrade: 
  1. Please be aware that downgrades take effect on the first of the following month of your request. An e-mail confirmation will be sent upon completion of your downgrade.
  2. If you no longer wish to receive ERA's, Please contact the insurance company to confirm how you will begin receiving ERA's after its been disabled.
  3. Please allow three (3) business days for full deactivation of ERA. Keep in mind that any ERA files already processed at the Payer and loaded into your CollaborateMD account prior to deactivation will still incur charges on your Monthly invoice
Follow the instructions below to downgrade your monthly service with CollaborateMD. 
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    • A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
  3. Under the Price Plans tab, select the plan you wish to downgrade to. 
    • Please see the Pricing page on our website for more information on each plan including pricing.
  4. If the plan you've selected includes Eligibility & Claim Scrubbing, please see Disable Automated Eligibility & Disable Claim Scrubbing for detailed instructions on how to disable these features.
  5. When you're satisfied with your changes click on the Save button. 
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Request to Close Account

Please note that selecting the option to close your account will not take effect immediately. Your request will be forwarded to the Accounting Department and will be processed within 24-48 hours. Please be advised that a final monthly invoice is still your responsibility and that account closure requests cannot be completed until the account balance is paid in full.

Follow the instructions below to request to close your account:
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
  3. Under the Price Plans tab, click on the Request to Close Account link. 
  4. When the Close Account Request window opens, please enter a description of why you are closing your account.
  5. When you're satisfied, click on the Submit button to complete your request.
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Request to Close Customer(s)

Please note that selecting the option to close a customer will not take effect immediately. Your request will be forwarded to the Accounting Department and will be processed within 24-48 hours. This feature is commonly used by Billing Service Accounts. Note: You cannot be logged into the customer you want to close to perform this action. The customer account that you are currently logged into will not show as an option for closure. Follow the steps to Switch Accounts before continuing. 
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges.". Click on the OK button to continue. 
  3. Under the Price Plans tab, click on the Request to Close Customer(s) link. 
  4. When the dialog window opens, select which customers you would like to close (if applicable). 
  5. When you're satisfied, click on the Submit button to complete your request.
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Included Services (Medical Practice)

In the Included Services tab the user has the ability to enable features that are included in the purchased Medical Practice Pricing Plan. In order to see all of the features and services included in your plan please visit our website

Claim Scrubbing 

Claim Scrubbing helps you manage the complex rules and terminology of coding. This feature is used to analyze the claims before submission to the clearinghouse as a solution for catching problem claims, maximizing the potential for your healthcare facility to be paid correctly on the first submission. 

Types of Claim Scrubbing Edits

  • NCCI Edits: Edits that prevent improper payments of procedures that should not be billed together.
  • CPT/HCPCS Edits: Code Validation, Age Validation, Gender Validation, Add-On Code Edit, Relative Value Units sequencing.
  • ICD Code Validation: Date of Service, Specificity, Valid Primary Diagnosis, Duplicate Diagnosis
  • Modifier Use: Date of Service, Global Fee Period, Invalid Modifier Use
  • Medical Necessity: Proprietary Medical Necessity, Non-Primary diagnosis should be primary.
You have the ability to manually, automatically, or batch run Claim Scrubbing for errors. If a claim is found to have errors, it will be indicated on the screen for review. If no errors are found and the claim appears to be correct, it will be marked as ready to bill and will be included in the next scheduled billing cycle.

Enable Claim Scrubbing

Follow the instructions below to enable claim scrubbing:

  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
  3. Once the Included Services tab is opened, go to the Claim Scrubbing sub-tab.
  4. Check the Enable claim scrubbing box.
  5. When the configuration options are displayed make your selections. See the legend below. 
  6. When you're satisfied with your changes click on the Save button.
  • Automatically scrub new claims as they are entered. Check this box to have the system AUTOMATICALLY scrub all new claims after they are entered.
  • Automatically scrub updated claims when coding changes are made. Check this box to have the system AUTOMATICALLY scrub claims after a coding change has been applied
  • Only scrub claims that contain more than one line. Check this box to have the system AUTOMATICALLY scrub claims only if they contain two lines or more.
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Disable Claim Scrubbing 

Follow the instructions below to disable claim scrubbing:

  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
  3. Once the Included Services tab is opened, go to the Claim Scrubbing sub-tab.
  4. Un-check the Enable box.
  5. When you're satisfied with your changes click on the Save button.
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Eligibility

Eliminate the time your staff spends on verifying patient eligibility with our Real-Time and Batch Patient Eligibility feature. With this feature, you will distinguish if a patient is eligible for insurance benefits in seconds, avoiding possible loss of payment. Eligibility is truly the first step to a clean claim.

Enable Eligibility

Follow the instructions below to enable eligibility:
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
  3. Once the Included Services tab is opened, go to the Eligibility sub-tab.
  4. Check the Enable eligibility box. 
  5. If you would like to also enable automated eligibility, when the configuration options are displayed make your selections. See the legend below. 
  6. When you're satisfied with your changes click on the Save button.

Automated Eligibility Options

  1. Insurance eligibility checking on: Select whether you would like to verify insurance eligibility within the Patient or Appointment (Scheduler) section of the application.
  2. Automatically check eligibility when an appt has been set to: Check this box to have the system automatically verify patients eligibility based on a specific appointment status.
  3. Alert user, they lack permission to run eligibility checks: Check this box to notify the user that they don't have sufficient privileges to verify patients that they don't have the necessary permissions to check patients eligibility.
  4. Limit eligibility checks to: Check this box and select the duration in which you would like automated eligibility to run.
Note: Once automated eligibility is enabled, eligibility will be checked for all (up to three) of the patients' default policies. 

https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Disable Eligibility

Follow the instructions below to disable eligibility:
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
  3. Once the Included Services tab is opened, go to the Eligibility sub-tab.
  4. Uncheck the Enable eligibility box.
  5. When you're satisfied with your changes click on the Save button.
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Add-On Services

In the Add-On Services tab the Authorized Representative has the ability to enable and configure their Document Imaging, Address Verification, Appt Confirmation, Eligibility, Claim Scrubbing, and request Financial Diagnostic Services.

Document Imaging

Enable Document Imaging

Streamline your office with greater efficiency and reclaim full control over organizing files, customizing folders, and attaching documents directly to Patients, Claims, and Payments by using our document imaging feature. Document imaging allows you to easily retrieve and view documents regardless of the location they were scanned in streamlining your office for great efficiency. Store your documents and files onto our secure servers rather than your local hard drive. 

Please see Remote Storage for more information.

Follow the instructions below enable Remote Document Imaging.
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
  3. Click on the Add-On Services tab and select Document Imaging
  4. Once the Document Imaging tab is opened, check the Enable box.
  5. When the configuration options are displayed enter your selections. See the legend below. 
  6. When you're satisfied with your changes click on the Save button.
  1. Storage Limit: Enter the storage limit you would like to purchase.  
  2. Max File Size: This field defaults to 50 MB.
  3. Current Usage: Shows the current usage for the selected customer. 
  4. Current Month Peek: Shows the current month peek for the selected customer.
  5. View All Customers (Billing Services Only): Selecting this option will open a new window where you will be able to see the details of your customers document imaging usage.
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Disable Document Imaging

Follow the instructions below to Disable Remote Document Imaging.
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
  3. Click on the Add-On Services tab and select Document Imaging
  4. Once the Document Imaging tab is opened, un-check the Enable box.
  5. When you're satisfied with your changes click on the Save button.
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

If you are using Remote Storage and want to switch to Local Storage (Legacy Plans only):

Disable Document Imaging

Follow the instructions below to Disable Remote Document Imaging.
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
  3. Click on the Add-On Services tab and select Document Imaging
  4. Once the Document Imaging tab is opened, uncheck the Enable box.
  5. When you're satisfied with your changes click on the Save button.

Configure Local Document Imaging

Follow the instructions below to configure your local storage settings:
  1. Go to the Documents section. 
  2. Select Change
  3. Choose the location where your files will be stored.
  4. Select OpenYour Storage Location is now configured. All of the files stored in this location will automatically be loaded into the documents tab. 

https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

Address Verification

Enable Address Verification

Spelling and formatting blunders can be corrected and geocoded instantly with our Address Verification Services. Upon patient data, address verification services will review the address while matching it to the United States Postal Services (USPS) directory. Re-sending documents are not only an inconvenience, but it is costly as well. With our Address Verification Services, you are able to reduce re-mailings and avoid these unnecessary costs. Since the address check is done in real-time, patient address issues are caught and can be corrected before the patient leaves the office. By catching these data errors, you are able to decrease losses due to fraud or simple spelling errors.

Follow the instructions below to enable address verification:
  1. Go to the Admin section and click on the Services tab.
  2. Click on the Retrieve button.
    1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
  3. Click on the Add-On Services tab and select Address Verification
  4. Once the Address Verification tab is opened and configuration options are displayed enter your selections. See the legend below. 
  5. When you're satisfied with your changes click on the Save button.

  1. Auto-complete/verify city and state using zip code: By default, all customers have this feature enabled at no additional cost. This option will automatically enter the City and State using the zip code when entering addresses. Uncheck this box to disable this feature.
  2. Automatically verify address against USPS database when saving: Check this box to have the system AUTOMATICALLY verify any of the addresses selected below when the record(s) are saved. Note: Checking this box is optional. Every time one of the records are saved you could incur a fee depending on your Plan.  
    • Select the addresses you wish to verify against the USPS database.
  3. Automatically verify address when saving a record: Check this box to automatically verify the addresses when a patient or payer is saved. Note: You will have to re-open the patient's account after it's been saved to view the results.
  4. Addresses may be checked for the following entities:
  5. Copy this configuration to another customer: This option is only available for accounts that have multiple customers. Selecting this option will allow you to quickly copy the configuration changes to one or more  (or all) of your customers within this account.
https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

    Disable Address Verification

    Follow the instructions below to disable address verification:
      1. Go to the Admin section and click on the Services tab.
      2. Click on the Retrieve button.
        1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
      3. Click on the Add-On Services tab and select Address Verification
      4. Once the Address Verification tab is opened, uncheck all configuration options you wish to disable.
      5. When you're satisfied with your changes click on the Save button.
      https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

      Claim Attachments

      Enable Claim Attachment

      Processing and submitting Workers Compensation (Workers Comp) and Property & Casualty (P&C) claims has always presented unique challenges. Many require manual processing and the attachment of supporting documentation, which prevents electronic submission. These challenges result in higher costs to the provider, higher rejections, and slower reimbursement. 

      RelayAssurance Attachments is the solution for submitting Worker’s Comp and P&C claims and their associated attachments efficiently and effectively. By enabling electronic submission, you can use one solution for these specialty claims and bypass the effort and expense of paper processing. This Relay Health Assurance Claim Attachment User Guide should be referenced to enable, configure, process claims, follow up and disable the services included with the Claim Attachment feature. 

      Please see the Detailed Pricing page on our website for more information. 

      Follow the instructions below to enable the claim attachment feature with CollaborateMD.
      1. Go to the Admin section and click on the Services tab.
      2. Click on the Retrieve button.
        1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
      3. Click on the Add-On Services tab and select Claim Attachments.
      4. Once the Claim Attachments tab is opened, check the Enable box.
      5. When you're satisfied with your changes, click on the Save button.
      Review the Claims Attachment Help Page for more information on how to begin using the Claims Attachment feature.

      https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

      Appointment Reminders

      Appointment Reminders notify patients of upcoming appointments, reducing the number of no-shows and increasing the productivity and revenue of your office. With this feature, patients are able to simply verify or cancel an appointment by using the keypad on their phone. For maximum convenience, all patient confirmations and cancellations are automatically synced with your appointments, so front office staff can easily reschedule patients and get waitlisted patients are seen quickly, which ensures efficiency. 

      Note: CollaborateMD sends the appointment reminder file to our third-party vendor at 1 AM EDT daily. Any changes after this time will not reflect until the next day's file submission. 

      Tip: Please reference the Text Reminder Frequently Asked Questions to find answers to common questions.

      Enable Appointment Reminders

      Follow the instructions below to enable Phone Reminders:
        1. Go to the Admin section and click on the Services tab.
        2. Click on the Retrieve button.
          • A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
        3. Click on the Add-On Services tab and select Appointment Reminders sub-tab. 
        4. Check the Enable appointment confirmation check box.
        5. Check the box for the type of reminder you would like to enable: 
          • Enable Phone Reminder: Select this option if you want patients to receive phone call reminders.
          • Enable Text (SMS) Reminders: Select this option if you want patients to receive text message reminders.

        6. Begin configuring the phone reminder global options: Note: These are global options and affect the behavior of all appointment confirmation messages sent by the system. (See the legend below for additional information). 
        7. Begin configuring the Phone/Text (SMS) "Reminder Options". (See the legend below for additional information). 
        8. When you're satisfied with your changes click on the Save button.
        Appointment Reminder Global Options: 

        1. Remind/Time/Time Zone: Select how many days, time, and time zone you want patients to be notified of their upcoming appointment.
        2. Send reminder for appointments set to status: Select which appointment type(s) you would like phone calls or text messages to be placed for.
        3. Don't deliver reminders on: Uncheck these boxes if you don't want appointment reminders to be delivered on the select days of the week.
        4. Interactive Reminder: Check this box to allow patients to confirm or cancel their appointment.  
          • Confirm Status: Select which status you want the appointment to be changed to in the event the patient confirms their appointment.
          • Cancel Status: Select which status you want the appointment to be changed to in the event the patient cancels their appointment.
        Figure 1: Global Options

        Phone Reminder Options: 


        1. If busy or not answered, retry /wait: Select how many times you would like the system to call the patient back in the event there is no answer. Select how long you would like the system to wait before making another call.
        2. Contact Patient using: Select which phone number on file for the patient you wish to use. Home/Cell/Work
        3. Customize Practice Recording: This option will allow you to create voice recordings. Not setting up this option will result in a standard computer generated recording.  
        4. Specify the "appointment with" name to be used in the reminder message: Select the name to be used in the phone reminder message. NoteSelecting the Customize link will allow you to edit the Provider Name. You can record the providers name, play the recorded name, delete the recording, or re-record. 
        5. Request Sample Reminder: This option will allow you to receive a sample reminder call simply by entering your phone number. 
        Figure 2: Phone Reminder Options

        Text Reminder Options

        • Resend text reminder: Select how many days before the appointment you would like the system to text the patient until they respond (Confirm, Cancel, or Stop). 
        • Specify NameSelect the name to be used in the text reminder message. If one or more names exceed 35 characters the name will be cut off unless updated. Click on the Customize link to edit the PracticeProvider, or Resource name within the text message. Note: Names that exceed 35 characters will be outlined in red.  
        • View Sample Reminder: This option allows you to view how the text reminder will look when sent based on your current settings/configuration. 
          • Sample“Reply YES to receive appointment alerts for {Practice/Provider/Resource}. Msg Freq Varies. Reply HELP for Help, STOP to Cancel. Msg&Data Rates May Apply.”
        • Specify hours for sending an SMS Text Opt-In message: This option allows you to choose which hours of the day you would like patients to receive SMS text opt-in messages. 
        Figure 3: Text Reminder Options


        Important:

        1. Patient must reply YES to Opt-in receiving text messages. Upon confirmation, a welcome text will be sent to the patient.
        2. Opt-in Message will be sent automatically when:
          1. A patient is created and a cell phone number is entered into the field before saving the patient file.
          2. A cell phone number is updated on an existing patient file and saved, as long as the patient hasn't already opted in. 
          3. The patient has not opted into the SMS agreement and has not received 2 or more opt-ins in the last 30 days from any source (appointments being scheduled or manually triggered opt-ins from right-clicking on the indicator in the patient/scheduler sections).
          4. If a patient has received 2 or more opt-ins in the last 30 days to the same cell phone number, automated opt-in messages generated when appointments are scheduled will not be sent.
        3. Users can resend the opt-in message manually from within the patient account (Patient section) or appointment record (Scheduler section).
        4. The system will automatically retry sending the opt-in message when an invalid response is received. 

        https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

          Disable Appointment Confirmation

          Follow the instructions below to disable appointment confirmation:
              1. Go to the Admin section and click on the Services tab.
              2. Click on the Retrieve button.
                1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
              3. Click on the Add-On Services tab and select Appointment Reminders
              4. Uncheck the Enable appointment confirmation check box.
              5. When you're satisfied with your changes click on the Save button.
              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

              Eligibility

              Eliminate the time your staff spends on verifying patient eligibility with our Real-Time and Batch Patient Eligibility feature. With this feature, you will distinguish if a patient is eligible for insurance benefits in seconds, avoiding possible loss of payment. Eligibility is truly the first step to a clean claim.

              Enable Automated Eligibility

              Follow the instructions below to enable eligibility:

              For Billing Services:

              1. Go to the Admin section and click on the Services tab.
              2. Click on the Retrieve button.
                1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
              3. Click on the Add-On Services tab and then click on the Eligibility tab. 
              4. Once the Eligibility tab is opened, check the Enable automated eligibility checking for <Customer Name>. 
              5. When the configuration options are displayed make your selections. See the legend below. 
              6. When you're satisfied with your changes click on the Save button.
                1. Insurance eligibility checking on: Select whether you would like to verify insurance eligibility within the Patient or Appointment (Scheduler) section of the application.
                2. Automatically check eligibility when an appt has been set to: Check this box to have the system automatically verify patients eligibility based on a specific appointment status.
                3. Alert user, they lack permission to run eligibility checks: Check this box to notify the user that they don't have sufficient privileges to verify patients that they don't have the necessary permissions to check patients eligibility.
                4. Limit eligibility checks to: Check this box and select the duration in which you would like automated eligibility to run.
                5. Copy this configuration to another customer: This option is only available for accounts that have multiple customers. Selecting this option will allow you to quickly copy the configuration changes to one or more  (or all) of your customers with this account.
                https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                  Disable Automated Eligibility

                  Follow the instructions below to enable automated eligibility:
                    For Billing Services:
                      1. Go to the Admin section and click on the Services tab.
                      2. Click on the Retrieve button.
                        1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                      3. Click on the Add-On Services tab and select Insurance Eligibility
                      4. Once the Insurance Eligibility tab is opened, un-check the Enable box.
                      5. When you're satisfied with your changes click on the Save button.
                      https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                      Claim Scrubbing 

                      Claim Scrubbing helps you manage the complex rules and terminology of coding. These edits validate procedure codes, diagnosis codes, CCI, NCD, LCD, HCPCS, Modifiers, and LMRPs.  Our Claim Scrubbing feature is a solution for catching problem claims before they are sent to a payer, maximizing the potential for your healthcare facility to be paid correctly on the first submission.

                      You have the ability to manually, automatically, or run Claim Scrubbing in a batch to ensure that there are no errors and that the claim is ready for submission. If a claim is found to have errors, it will be indicated on the screen for review. If no errors are found and the claim appears to be correct, it will be marked as ready to bill and will be included in the next scheduled billing cycle.

                      Enable Claim Scrubbing

                      Follow the instructions below to enable claim scrubbing:

                      For Billing Services:

                      1. Go to the Admin section and click on the Services tab.
                      2. Click on the Retrieve button.
                        1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                      3. Click on the Add-On Services tab and select Claim Scrubbing
                      4. Once the Claim Scrubbing tab is opened, check the Enable box.
                      5. When the configuration options are displayed enter your selections. See the legend below. 
                      6. When you're satisfied with your changes click on the Save button.
                      https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                      • Automatically scrub new claims as they are entered. Check this box to have the system AUTOMATICALLY scrub all new claims after they are entered.
                      • Automatically scrub updated claims when coding changes are made. Check this box to have the system AUTOMATICALLY scrub claims after a coding change has been applied
                      • Only scrub claims that contain more than one line. Check this box to have the system AUTOMATICALLY scrub claims only if they contain two lines or more.

                      Disable Claim Scrubbing 

                      Follow the instructions below to disable claim scrubbing:

                      For Billing Services:

                      1. Go to the Admin section and click on the Services tab.
                      2. Click on the Retrieve button.
                        1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                      3. Click on the Add-On Services tab and select Claim Scrubbing
                      4. Once the Claim Scrubbing tab is opened, uncheck the Enable box.
                      5. When you're satisfied with your changes click on the Save button.
                      https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                      Financial Diagnostic Services

                      Financial Diagnostic Service, also known as RelayAnalytics, is a flexible dashboard solution created to improve visibility into issues that impact cash flow and enable better decisions for operational improvements. In addition, you can compare your practice's results to others within your area of specialty, at both the state and national levels. This feature provides you with instant access to vital information that will assist you with getting your money in the door faster! Your request will be forwarded to the Accounting Department and will be processed within 24-48 hours.

                      Key Features include:
                      • Online 24/7 Access
                      • Access from anywhere there's an internet connectivity
                      • Dashboard Control Panel
                      • Key performance indicators with daily data updates and analysis
                      • Access to payer-specific data
                      • Summaries with drill-down capabilities
                      • Compare performance with other providers (local or national)
                      • Easily available with minimal investment
                      • Financial Freedom - Work Less, Paid Fast - Period!
                      Benefits include: 
                      • Provide increased financial and operational visibility
                      • Perform Root Cause Analysis for troubles claim areas
                      • Leverage the data analysis to make better-informed decisions 
                      • Helps increase the speed and amount of reimbursements
                      • Help reduce days in A/R
                      • View your remittance dollar trends and identify opportunities to connect with more payers (ERA opportunity)
                      • Accelerate your claim payment by uncovering top payer rejects
                      • Track exclusion rates and reasons so you can make corrections and get their claims in the hands of the payers quickly
                      https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                      Enable Financial Diagnostic Service

                      Follow the instructions below to enable appointment confirmation:
                        1. Go to the Admin section and click on the Services tab.
                        2. Click on the Retrieve button.
                          1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                        3. Click on the Add-On Services tab and select Financial Diagnostic Service
                        4. Once the Financial Diagnostic Service tab is opened, click on the Request New Entry button.
                        5. When the New Financial Diagnostic Request window opens, select a Customer and a Provider
                        6. When you're satisfied with your changes click on the Select then Save button.

                        https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                          Disable Financial Diagnostic Service

                          Follow the instructions below to disable financial diagnostic service:
                              1. Go to the Admin section and click on the Services tab.
                              2. Click on the Retrieve button.
                                1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                              3. Click on the Add-On Services tab and select Financial Diagnostic Service
                              4. Once the New Financial Diagnostic Service window opens, right click on each provider you wish to cancel this feature for and select Cancel Request. The status column should now say Inactive.
                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Integrated Payment Processing & Payment Portal

                              Credit Card Processing: 
                              CollaborateMD ensures hassle-free credit card processing that will easily reduce follow up on co-pays, deductibles, and co-insurance balances, which will translate into improved A/R. By entering your patient’s credit card payments within CollaborateMD, you will increase business efficiency and accuracy. 

                              Payment Portal:
                              The payment portal utilizes the highest form of security and protection to secure the patient's information. By giving patients a secure online payment portal, offices are reducing patient calls, increasing billing accuracy, and accelerating patient payments. The payment portal is a CollaborateMD product (not a third party product), which means payments post directly into the practice in real-time. Plus, patients can view their visit and payment history (regardless of where the payment was posted) in real-time.

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Enable Integrated Payment Processing

                              The following steps need to be completed ONCE as the initial setup.  These steps will include enabling this feature within your CollaborateMD customer account(s).  Once enabled, a CollaborateMD representative will complete your integration.  Follow the steps below:

                              1. Go to the Admin section and click the Services tab.
                              2. Click the Retrieve button.
                              3. Click the Add-On Services tab and click the Integrated Payment Processing tab.
                              4. Check the box to Enable Integrated Payment Processing for <CUSTOMER NAME>.
                              5. By default, both services are enabled. 
                                • Enable processing of patient credit payments within CollaborateMD (Credit card processing)
                                • Enable online patient Payment Portal. (Online patient Payment Portal)
                              6. Click the Request a New Merchant Account button.
                              7. Enter a Name for your merchant account that best represents the location at which the account will be used.
                              8. Click the Request button.
                              9. Once satisfied with changes, click the Save button.
                              Get ready!  A TSYS® Representative will call you within 1-2 business days to proceed with your new merchant account. Your TSYS® Rep will only attempt 3 calls to get you all the information you need, so be ready! If you have not heard from your TSYS® Rep after 1-2 business days, please feel free to contact them using the contact information on the Payment Portal Help Page.  

                              NoteFor practices with more than one location, a merchant account must be added for each location and / or each tax ID. Repeat steps 1-9 for each location / tax ID listed in your Merchant’s Accounts box. 

                              After a CollaborateMD representative completes your configuration, your Integrated Payment Processing feature is now configured and ready for use. Visit the Payment Portal Help Page for more information on how to begin using this feature.

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Disable Integrated Payment Processing

                              Proceeding with this change will disable the applicable Integrated Payment Processing service. The customer’s account will no longer be allowed access to process credit card service payments through the merchant account integration, within CollaborateMD. Follow the instructions below to disable credit card processing: 

                              1. Go to the Admin section and click the Services tab.
                              2. Click the Retrieve button.
                              3. Click the Add-On Services tab and click the Integrated Payment Processing tab.
                              4. Un-check any one of the following boxes: 
                                • Enable Integrated Payment Processing for <CUSTOMER NAME>.
                                • Enable processing of patient credit payments within CollaborateMD (Credit card processing)
                                • Enable online patient Payment Portal. (Online patient Payment Portal)
                              5. Once satisfied with changes, click the Save button.
                              Important: You must contact TSYS® to inactivate your account completely. Deactivating the CollaborateMD integration does NOT close your merchant account with TSYS®

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Patient Statements

                              Enhanced User Print Statements


                              The Enhanced User Print Statements feature allows you to customize statements you will be printing and mailing out to patients. This customizable template will allow you to add your company logo, choose your icon type, icon style, and customize the text on your statement. These statements should be tracked for success through the Control section within the Statement Tracking feature.

                              Follow the instructions below to enable Enhanced User Print Statements:

                              1. Go to the Admin section and click the Services tab.
                              2. Click the Retrieve button.
                              3. A pop will be displayed advising, “Please be aware that enabling or requesting features in this section may result in additional charges”, select OK.
                              4. Click the Add-On Services tab and click the Patient Statements tab.
                              5. Check the box to Enable Enhanced User Printed Statements.
                              6. Click the Save button.

                              Enhanced User Print Statements can be configured through the User Print sub-tab of the Statements tab in the Practice section of the application.

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Enable Statement Automation

                              The Authorized Representative will be able to allow the practices in this customer account to enable and configure Statement Automation in the Practice section under the Automation sub-tab. These statements should be tracked for success through the Control section within the Statement Tracking feature. 

                              Follow the instructions below to allow the enabling and configuration of Statement Automation:

                              1. Go to the Admin section and click the Services tab.
                              2. Click the Retrieve button.
                              3. A pop will be displayed advising, “Please be aware that enabling or requesting features in this section may result in additional charges”, select OK.
                              4. Click the Add-On Services tab and click the Patient Statements tab.
                              5. Check the box to Allow practices within this customer to send automated patient statements.
                              6. Click the Save button.

                              Automated Statement can be configured through the Automation sub-tab of the Statements tab of the Practice section of the application. 

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Setup Services

                              In order to use the Setup Services tab the account is required to have a Payment Profile (In the Invoices tab of the Admin section) before requesting services as many of the services require immediate payment before being processed. Authorized Representatives can purchase CPT Licenses, Appointment Scheduler licenses, interfaces, One-on-One Training, Custom Reports, Data Copies, Data Snapshots, Data Conversions, and Data Moves.

                              Important: Estimated time-frames for services provided are not legally binding obligations to make delivery of the service within that time-frame. CollaborateMD will exert all reasonable efforts to deliver requested services within the quoted time-frame related to each service. However, if we foresee delivery of the requested service will be delayed beyond the quoted time-frame, we will notify the requester of the delay and the reasons for the delay.



                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Tax ID

                              Note: This request is not completed through the Services Tab. Please follow the steps denoted under your appropriate type of Tax- ID Add-on to complete your request. 

                              A monthly provider fee will be charged to each Active Rendering Provider, and covers software usage, updates, maintenance and standard support. One Active Rendering Provider per Customer / Practice in your Account will be charged the Full monthly provider fee. Any additional Active Rendering Provider(s) in the same Customer / Practice will be charged per the claim transactions within the month.

                              For Billing Services that wish to add a Tax ID under a New Customer DatabaseClick Here

                              For Billing Services that wish to add a Tax ID under an Existing Customer DatabaseClick Here.

                              For Medical Practices that wish to add a Tax IDClick Here.

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              CPT License

                              The American Medical Association (AMA) releases a new Current Procedural Terminology (CPT®) code set each year. For the affected specialties, this new code set is required for claims filed as of January 1st of each year. With the processing of a one–time fee, CollaborateMD will incorporate each new code set to the account. All CPT Codes included in CollaborateMD's Master List are updated each year. For additional information on CPT Codes, please reference the AMA's site: http://www.ama-assn.org/ama/.

                              Important: There is a one-time set-up fee for each CPT License purchased. This value added service is per CMD Username but is applicable to each customer account the licensed user is associated to. CPT Licenses cannot be transferred to another user once purchased.

                              Please be aware that once a CPT License for an NEW year is purchased and installed within your Account, you will be pulling from that Master List. If a code from a past year's license has been removed / deleted by the AMA, it will not be found within the Master List; however, the codes saved within your Customer/Personal list will not be changed.

                              Follow the instructions below to purchase a CPT license:

                              Part 1: 

                              1. Go to the Admin section and click on the Services tab.
                              2. Click on the Retrieve button.
                                1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges.". Click on the OK button to continue.
                              3. Click on the Setup Services tab.
                              4. Check the box displayed beside CPT License
                              5. Select the user(s) you wish to apply this feature too. Note: Each user selected will incur a separate charge. Users who already have the license will be noted beside their username (ex. "Purchased on DD/MM/YYY"). 
                              6. Select the License Year you would like to purchase. Important: A separate request will have to be submitted for users that require a different License Year, (i.e. 2015 vs 2014).
                              7. Click on the Save button once you have selected the applicable users.
                              8. Click on the Save button to see a summary of the items you've selected and to confirm your request.
                              Next, you will be prompted to the Make a Payment within the Payments tab. 

                              Part 2:

                              1. Click on the Make payment using drop down box to select which Payment Profile you would like to process this purchase with. For instructions on how to create a new profile Click Here.
                              2. Once you're satisfied click on the Submit button.
                              3. When the confirmation dialog window opens, click on the Confirm Payment button if you're sure you want to continue with the payment.
                              Click Here for instructions on how to add CPT Codes from the Master List.

                               

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Interfaces

                              CollaborateMD has partnered with several electronic health records (EHR) vendors to assist in streamlining your front office and back office processes for better efficiency. The bridges built between these partners and vendors systems sync with your CollaborateMD account to provide an all in one solution. Our EMR / EHR partners were chosen based on their commitment to working closely with our team to ensure our customers are treated with respect and offered the best possible solutions in a transparent environment. 

                              Note: Prices vary depending on the interface you select to enable the price for each interface is noted beside the interface name within the application. To learn more about each EMR / EHR partner, please view our Electronic Health Record (EHR / EMR) Partners page.

                              Follow the instructions below to purchase an interface:

                              1. Go to the Admin section and click on the Services tab.
                              2. Click on the Retrieve button.
                                1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                              3. Click on the Setup Services tab and check the box displayed beside Interfaces.
                              4. When the New Interface Request window opens, select the Customer and the Interface you wish to enable. 
                              5. After finishing all of your requests hit the main Save button of the Services tab in order to see a summary of your requests.
                              6. When the Summary of Changes window opens, review your selections and click on the Save button. 
                              Within 24 - 48 business hours a representative from our Accounting Department will contact you in order to complete your request.

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              One-On-One Training

                              A CollaborateMD Training Representative can conduct one on one training in an online or onsite environment to enable your business to use and understand the full potential CollaborateMD can offer. You will receive extensive training from one of our trained representatives on basic and advanced features. At the end of your training, you will have a thorough knowledge of the CollaborateMD application.

                              For onsite training please contact our Training Department, a quote and schedule will be provided based on your needs.

                              Requests for training must be submitted at least four (4) business days in advance to arrange instructor availability. A Training Representative will contact you within 2 - 3 business days to discuss your training needs.

                              Please note that the dates selected are not guaranteed and dependent on Training Instructor availability. We will try our best to accommodate your first preference. If training is needed immediately, please be sure to denote your sense of urgency in the additional comments section. An additional fee will be applied for training sessions that need to be expedited.

                              Follow the instructions to purchase one-on-one training:

                              1. Go to the Admin section and click on the Services tab.
                              2. Click on the Retrieve button.
                                1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                              3. Click on the Setup Services tab and check the box displayed beside One-on-One Training.
                              4. When the request window opens, enter the requested information. 
                              5. After finishing all of your requests hit the main Save button of the Services tab in order to see a summary of your requests.
                              6. When the Summary of Changes window opens, review your selections and click on the Save button. 
                              A Training Representative will contact you within 24 - 48 business hours to confirm your training needs and schedule your training.

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Custom Report

                              CollaborateMD can build your office a custom report in the event you wish to not create one on your own. Custom reports by CollaborateMD is a cost based service, meaning, based on our evaluation you will be provided with a price quote for the requested service. Payment of this invoice is required before final delivery of the report.

                              Prior to submitting this request, please review the resources on our Training Website for more information on How to build a report on your own. If you need training on “How to build a report” please request “One-on-One Training”.  Otherwise, continue to fill out this request to have CollaborateMD build the report for you.

                              Follow the instructions below to purchase a custom report:

                              1. Go to the Admin section and click on the Services tab.
                              2. Click on the Retrieve button.
                                1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                              3. Click on the Setup Services tab and check the box displayed beside Custom Report.
                              4. When the request window opens, enter the requested information. 
                              5. After finishing all of your requests hit the main Save button of the Services tab in order to see a summary of your requests.
                              6. When the Summary of Changes window opens, review your selections and click on the Save button. 

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Data Copy

                              Data Copy services retrieve patient demographics, codes, appointments, payers, provider list and facility data and copy the data from one customer database to another customer database within the same account. Please note that data copies do not include rendering/attending providers, billing providers, claims, financial data, pending information (appts.,etc.), notes (e.g. patient notes, claim notes, etc) or patient balance. Date copies can take anywhere from 3 - 5 business days to be processed. 

                              Note: If attempting to copy data to/from a customer within a separate account, you will need to complete your request by contacting the CollaborateMD Sales Team

                              Follow the instructions below to purchase a data copy:

                              Part 1:

                              1. Go to the Admin section and click on the Services tab.
                              2. Click on the Retrieve button.
                                1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                              3. Click on the Setup Services tab and check the box displayed beside Data Copy.
                              4. When the New Data Copy Request window opens, select the package or option(s) you wish to copy.
                              5. Select which customer that data will be copied From
                              6. Select which customer the data will be copied To.
                              7. By default the option to “Copy data to a customer in the same account” will be selected, however, you can select the option to “Copy data to a customer in a different account” if the receiving customer is housed under a separate main account.
                                1. If you are choosing to copy data to a customer in a different main account, enter the receiving main account number in the Account # field.
                                2. Enter the receiving customer account number in the Customer # field.
                              8. Once you are satisfied with your selections, click the Save button.
                              9. After finishing all of your requests hit the main Save button of the Services tab in order to see a summary of your requests.
                              10. When the Summary of Changes window opens, review your selections and click on the Save button. 
                              Part 2:
                              1. You will automatically be taken to the Payments tab within the Invoices tab to process your payment.
                              2. When the Make a Payment window opens, click on the Make payment using drop down box to select which Payment Profile you would like to process this purchase with. 
                              3. Once you're satisfied click on the Submit button.
                              4. When the confirmation dialog window opens, click on the Confirm Payment button if you're sure you want to continue with the payment.

                              https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                              Data Snapshot (Export)

                              Data Snapshot is a service provided by CollaborateMD which takes your patient demographics, codes, appointments, payers, provider list, and facility data and captures (exports) a snapshot of all your data. The data can be exported into several hundred files in .DAT (.DAT) format that is a tab delimited or into an open-source relational database management system (RDBMS) known as MySQL. Either option can be selected when requesting a data snapshot. 

                              The exported Data includes Activity, Appt, ApptTypes, Charge, Claim, Claim Status, CPTCode, Credit Facility, ICDCode, Location, Patient, PatNotes, Payor, Practice, Provider, Referring, Resource, Remittance, CustomField, CustomValue, ICDPRoc, IClaim, InsCheck, Inventory, RevCode. 

                              The requester will be able to download their data via our secured CMD User Portal. 

                              Limitations:
                              • No specific past(s) / date(s) can be are captured within the export. 
                              • The data can only be used by another software vendor to import into another Practice Management solution. Data Snapshots can only be provided to an open and active CMD Account, and an active Username is required to access CMD to download the requested data. The data snapshot will run at 1:00am (EST) on the scheduled day. 
                              • Document Imaging is not included.
                              Follow the instructions below to purchase a data snapshot:
                              1. Go to the Admin section and click on the Services tab.
                              2. Click on the Retrieve button.
                                • A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                              3. Click on the Setup Services tab and check the box displayed beside Data Snap Shot (Export).
                              4. When the Data Snapshot (Export) window opens, the window will show you a list of your customers and any backup plans that they may have.
                                1. Click on the Edit button beside the customer you would like to request the Data Snap Shot for.
                                2. When the window opens, make your selections (FrequencyFormat (Default (DAT), MySQL), Next Backup). 
                                3. Click on the Add link to Purchase Snapshot Credits. When you're satisfied, click on the Save button. 
                              5. After finishing your requests click the Save button in order to see a summary of your requests.
                              6. When the Summary of Changes window opens, review your selections and click on the Save button.

                                https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                                Data Conversion (Import)

                                Securing and storing patient data is a vital component to your day-to-day practice operations, however, manually converting data from a current system can be time-consuming and tedious. Streamline your transmission of data by working with our Sales Team on a custom data conversion of your data files. If you don’t have the option to supply the data yourself, CollaborateMD has taken a proactive approach to partner with a reputable data conversion company that will securely perform data conversions on over 100 practice management and EHR / EMR systems, including old UNIX- or DOS-Based systems. Our data conversion experts will accurately convert patient demographics, codes, appointments, payers, and referring providers. 

                                Note: Data Conversions are a cost based service. After submitting your request you will be contacted by a CollaborateMD team member to securely obtain the required data files. Based on this evaluation you will be provided with a price quote for the requested service. Payment of this invoice is required before execution of data conversion. Data Conversions can take anywhere from 7 - 10 business days to be processed. 

                                Follow the instructions below to purchase a data conversion:

                                1. Go to the Admin section and click on the Services tab.
                                2. Click on the Retrieve button.
                                  1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                                3. Click on the Setup Services tab and check the box displayed beside Data Conversion (Import).
                                4. Select the Customer you wish to complete the Data Conversion for. 
                                5. Select what type of data you're interested in converting
                                6. Select whether or not you will be able to provide the data in a comma-separated value (CSV) - A comma-separated values (CSV) file consists of records, separated by line breaks. Each record consists of fields, separated by commas or tabs.-  file format.  
                                7. Click on the Save button once you're satisfied with your changes.
                                8. After finishing all of your requests hit the main Save button of the Services tab in order to see a summary of your requests.

                                https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                                Data Move

                                Service provided by CollaborateMD which takes all data, including patient demographics and financials, and moves the data directly from one customer database/account to another customer database/account within a separate account. This service is only provided upon the consent and approval of all related account Admins / Authorized Reps. Data Moves can take anywhere from 7-10 business days to be processed after payment has been received. 

                                Note: If moving data to a new account, the account must be created first

                                Follow the instructions below to purchase a data move:

                                1. Go to the Admin section and click on the Services tab.
                                2. Click on the Retrieve button.
                                  1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                                3. Click on the Setup Services tab and check the box displayed beside Date Move.
                                4. When the New Data Move Request window opens, select the Customer. 
                                5. Specify the Account to Move to:
                                  1. Enter the Account#
                                  2. Enter the Account Name.
                                6. Click on the Save button once you're satisfied with your changes.
                                7. After finishing all of your requests click the main Save button of the Services tab in order to see a summary of your requests.

                                https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services

                                835/837 File Delivery

                                An individual 835 remittance file or individual 837 claim file can be requested per submitter number. 

                                If your request does not include shipping or 837 files prior to December 2010, you will be charged upon submitting your request. Otherwise, after submitting your request, you will be contacted within 1-2 business days with the total cost to perform the service. 

                                Please allow 7-15 business days from receipt of payment to process your online request. 

                                Limitations:
                                • 835 Files: None. 
                                • 837 Files: CollaborateMD can only provide claim files from December 2010 to PRESENT. If a claim file(s) is required PRIOR to December 2010, CollaborateMD will be required to submit a request to the Clearinghouse on your behalf to obtain a free quote for retrieving the claim file(s) from their archives. All costs associated with the Clearinghouse retrieving the requested file(s) from their archives are the sole responsibility of the company / individual submitting the request(s). 

                                Frequency Options:

                                • One Time: Only a specific date range is retrieved (cannot be a future date). Note: If the request is for 837 files to be retrieved from before December 2010, there will be an additional charge to retrieve files from the archive. 
                                • Reoccurring File Retrieval: Ongoing daily retrieval (cannot be a past date). 

                                How Is The Data Transferred?

                                There are three (3) options by which the data associated with a claim file request can be securely transferred: 
                                • Upload: CollaborateMD will write the data to a Secure File Transfer Protocol (SFTP) site with a Public Key Authentication (PKA) from CollaborateMD to the specified recipient. 
                                • Download: An authorized user associated with the Main Account can manually download the data via Hypertext Transfer Protocol Secure (HTTPS) from CollaborateMD. The files can be downloaded as needed for up to thirty (30) days. 
                                • Shipping: This option is available as a one-time media request. Additional requests will incur additional media (see below) and be shipping charges. The media will be written to an encrypted media device. The encrypted media device will be sent via standard United States Postal Service (USPS) mail and include applicable tracking. A postal service fee is required to ship the encrypted media device. In addition to shipping, there will be a nominal fee associated with the cost of the encrypted media device. The amount of data to be transferred determines the minimal size of the encrypted media device to be chosen by CollaborateMD. Prices are subject to change based on market fluctuations. Upon receiving your request, you will be contacted by within 1-2 business days with a total cost to perform your request.

                                Follow the instructions below to purchase the 835/837 File Delivery:

                                1. Go to the Admin section and click on the Services tab.
                                2. Click on the Retrieve button.
                                  1. A dialog window will open with the following message, "Please be aware that enabling or requesting features in this section may result in additional charges."  Click on the OK button to continue. 
                                3. Click on the Setup Services tab and check the box displayed beside 835/837 File Delivery.
                                4. When the New 835/837 File Request window opens, select the Customer(s) you wish to retrieve the files from. 
                                5. Select the File Type.
                                6. Select the occurrence of the file request. 
                                  • One time request: If selected, enter the Files from date and Files to date.
                                  • Daily reoccurring: If selected, the file request will occur daily.
                                7. Click on the Deliver method drop down menu to confirm your method of delivery. Note: If the Delivery method is "Upload", you will be required to enter contact details about setting up the file upload. 
                                8. Click on the Save button once you're satisfied with your changes.
                                9. After finishing all of your requests hit the main Save button of the Services tab in order to see a summary of your requests.
                                https://sites.google.com/a/collaboratemd.com/training/helppages/admin/services