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:
  • 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.

The Documents tab allows you to associate documents for record keeping purposes. Important: Documents that are uploaded in this section are not transmitted electronically. 

Local Storage Mode (Legacy Plans Only)

Add Files

Follow the instructions below to add files from your local drive to a claim:
  1. Go to the Claim section.
  2. Add or open a claim.
  3. Click on the Documents tab.
  4. Select Add Files.
  5. Select the file from your local drive. 
  6. Click Add. 

Remove Files

Follow the instructions below to remove a file from a claim:
  1. Go to the Claim section.
  2. You can search for claims in one of four ways:
    1. Use the Search field provided to search by patient name, phone#, and more. Click on the (?) for all search capabilities.
    2. Click on Find for <Patient Name> button to find claims for the active patient.
    3. In the Recently Opened pane, select the claim you wish to open. 
    4. Click on the Advanced Search button. 
  3. Once opened, click on the Documents tab.
  4. Highlight the document you would like to remove. 
  5. Click Remove.

Remote Storage Mode

Add Remote Storage

Follow the instructions below to add a remote file to your claim:
  1. Go to the Claim section.
  2. Add or open a claim.
  3. Click on the Documents tab.
  4. Select Add Remote Files.
  5. Select the file from your documents stored on CollaborateMD's servers. Tip:  You can select multiple files from multiple folders by holding down the Ctrl key while selecting the files.
  6. Click Add. 

Remove Files

Follow the instructions below to remove a file from your claim: 
  1. Go to the Claim section.
  2. You can search for claims in one of four ways:
    1. Use the Search field provided to search by patient name, phone#, and more. Click on the (?) for all search capabilities.
    2. Click on Find for <Patient Name> button to find claims for the active patient.
    3. In the Recently Opened pane, select the claim you wish to open. 
    4. Click on the Advanced Search button. 
  3. Once opened, click the Documents tab.
  4. Highlight the document you would like to remove. Tip:  You can select multiple files from multiple folders by holding down the Ctrl key while selecting the files.
  5. Click Remove.