Claim Section

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The Claim section allows you to to create, edit and send the claims and charges for the patients.

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.

Claim

Charges

Additional Info

Insurance

Activity

Notes

Alerts

Documents

Review

Button Overview

Below you will find a description of the buttons located within the Claim section:
  • Advanced Search: This option opens a dialog that allows you to search by more specific criteria than what is accepted by the main search box, such as account type or reference number.
  • Save: Selecting this button will save your claim.
  • Close: Selecting this button will close your current claim without saving.
  • Save/Print: Selecting this button will print your claim upon saving.
  • Print: Selecting this button will print the claim.
  • Copy: Selecting this option will copy the claim.
  • Delete Claim: Selecting this option will delete the claim.
  • Track: Selecting this button will open up the claim within Claim Tracking in the Control section.
  • Convert Claim to: Selecting this button will convert the claim to the opposite claim form. i.e Professional to Institutional.
  • Dual Code w/ ICD-9 and ICD-10: CollaborateMD has added the ability for our users to dual code their claims with both ICD-9 and ICD-10 codes. 

Professional Additional Info

General

Follow the instructions below to add general additional info to your claim:
  1. Go to the Claim section.
  2. Add or open a claim.
  3. Click on the Additional Info tab.
  4. Click on the General sub-tab.
  5. Enter the information as it applies to your claim.
  6. When you're satisfied with your changes, click on the Save button.

Ambulance

Follow the instructions below to add ambulance information to your claim: 
  1. Go to the Claim section.
  2. Add or open a claim.
  3. Click on the Additional Info tab.
  4. Click on the Ambulance sub-tab.
  5. Check the box to Make this an Ambulance Claim. 
  6. Enter the information as it applies to your claim.
  7. When you're satisfied with your changes, click on the Save button.

Note: This information is transmitted electronically and not supported by paper claim claims.


Institutional Additional Info

Additional Info

Follow the instructions below to add additional info to an institutional claim: 
  1. Go to the Claim section.
  2. Add or open a claim.
  3. Click on the Additional Info tab.
  4. Enter the information as it applies to your claim under the Diagnosis, Condition, Occurrence, Occurrence Span, Value, Procedure, or Remarks sub-tabs.
  5. When you're satisfied with your changes, click on the Save button.