Codes

The Codes section allows you to add, edit and find CPT, HCPCS and Revenue codes. You can manually set a default price for each code or create a custom Fee Schedule. You can also create Diagnosis codes, credit and debit Adjustments, Remittance remark and adjustment reason codes, ICD Procedure codes and Inventory codes. Within the Codes section, you can also configure your insurance Contracts.

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.




Credit Adjustment

Add New Credit Code

Follow the instructions below to manually add a new Credit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select New Adjustment.
  4. Enter your code name in the Code field. 
  5. Next to Type, select Credit code.
  6. Enter the code Description.
  7. You have the ability to make this code a discount. For more information about how to add a discount, click Here.
  8. Once you are done, click the Save button.

Find Credit Code

Follow the instructions below to find a Credit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select Show All  or search for the specific code in the Search bar.

Edit Credit Code

Follow the instructions below to edit a Credit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select Show All  or search for the specific code in the Search bar.
  4. Open the code you would like to edit. 
  5. Once you are done with your changes, select the Save button.

Inactivate Credit Code

Follow the instructions below to inactivate a Credit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select Show All  or search for the specific code in the Search bar.
  4. Open the code you would like to inactivate. 
  5. Select the check box that says Inactive Code.
  6. Once you are done with your changes, select the Save button.

Reactivate Credit Code

Follow the instructions below to reactivate a Credit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select the check box that says Search inactive adjustment codes
  4. Select Show All  or search for the specific code in the Search bar.
  5. Open the code you would like to reactivate. 
  6. Deselect the check box that says Inactive Code.
  7. Once you are done with your changes, select the Save button.

Discount

Add Discount

Follow the instructions below to add a discount to a Credit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select New Adjustment.
  4. Under Type, select Credit Code.
  5. Select the box that says This credit is a discount that can be calculated as a percentage of the original charge amount.
    • Use a fixed discount percentage of ___%: All discounts with this code will be the same regardless of the poverty level. Any value up to 100 can be entered into this field.
    • Base the discount percentage on the patient's financial need as determined by the FederalPoverty level index: Different levels of discounts will apply to different poverty levels. To add a new poverty level, simply click the green plus sign.
      • Code: This is a free form field. You can enter any data in here that will help you recognize what level this is for.
      • From: Set the minimum poverty level in this field. If the poverty level is less than this field, this discount percentage will not apply. 
      • To: Set the maximum poverty level in this field. If the poverty level is above this field, this discount percentage will not apply. 
      • Discount %: This field sets the poverty level discount. This discount is only applied to this line. 
      • Minimum Charge: This field sets the minimum amount for the charge. If the discount will drop the charge amount below this, the minimum charge is used. 
    • This discount applies only to specific services: Please note selecting this option will apply the discount to specified CPT codes. To add the codes this discount applies to, select the green plus sign. You can add each code individually, or you can select multiple codes by holding down the Ctrl key and clicking on each code you would like to add. To add from a consecutive list of codes, press and hold the Shift key, select the first code and select the last code. Every code between the two will be highlighted. Once you have made your selections, click Add.
  6. Once you are done, click the Save button.

Find Discount

Follow the instructions below to find a Discount Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select Show All  or search for the specific code in the Search bar.

Edit Discount

Follow the instructions below to edit a Discount Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select Show All  or search for the specific code in the Search bar.
  4. Open the code you would like to edit. 
  5. Once you are done with your changes, select the Save button.

Inactivate Discount

Follow the instructions below to inactivate a Discount Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select Show All  or search for the specific code in the Search bar.
  4. Open the code you would like to inactivate. 
  5. Select the check box that says Inactive Code.
  6. Once you are done with your changes, select the Save button.

Reactivate Discount

Follow the instructions below to reactivate a Discount Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select the check box that says Search inactive adjustment codes
  4. Select Show All  or search for the specific code in the Search bar.
  5. Open the code you would like to reactivate. 
  6. Deselect the check box that says Inactive Code.
  7. Once you are done with your changes, select the Save button.

Debit Adjustment

Add New Debit Code

Follow the instructions below to manually add a new Debit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select New Adjustment.
  4. Enter your code name in the Code field. 
  5. Next to Type, select Debit code.
  6. Enter the code Description.
  7. Once you are done, click the Save button.

Find Debit Code

Follow the instructions below to find a Debit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select Show All  or search for the specific code in the Search bar.

Edit Debit Code

Follow the instructions below to edit a Debit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select Show All  or search for the specific code in the Search bar.
  4. Open the code you would like to edit. 
  5. Once you are done with your changes, select the Save button.

Inactivate Debit Code

Follow the instructions below to inactivate a Debit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select Show All  or search for the specific code in the Search bar.
  4. Open the code you would like to inactivate. 
  5. Select the check box that says Inactive Code.
  6. Once you are done with your changes, select the Save button.

Reactivate Debit Code

Follow the instructions below to reactivate a Debit Code:
  1. Go to the Codes section.
  2. Click on the Adjustment tab.
  3. Select the check box that says Search inactive adjustment codes
  4. Select Show All  or search for the specific code in the Search bar.
  5. Open the code you would like to reactivate. 
  6. Deselect the checkbox that says Inactive Code.
  7. Once you are done with your changes, select the Save button.