Control Section

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The Control section of the application provides functionality to track claims that have been submitted, control and resubmit claims at a batch level, track patient statements, and control patient accounts receivable (AR). In addition, it provides the functionality for printing claims, statements, superbills and final demand notices (FDN) at a batch level. 

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.


Button Overview

Below you will find a description of the buttons located within the Control section:
  • Search: This button will search for alerts using the filter selections entered.
  • Save: This button will save any changes you have made to the alerts.
  • Print: This button will print your alerts list.
  • Close: This button closes the Alerts Control window without saving any changes.
  • Select Columns: This button will allow you to set your display columns.

Alert Control allows users to view, modify and delete alerts within CollaborateMD to help you efficiently manage your day to day functions.

Find Alerts

Follow the instructions below to find alerts:
  1. Go to the Control section.
  2. Click the Alert Control tab.
  3. Enter your search criteria. 
    • Saved Search Filter: Click on the magnifying glass to search for a saved filter or click on the save icon to save a search filter. 
    • Reset Filters: Selecting this button will remove all preset filters. 
    • Search Criteria: 
      • Alert type: Select the type of alerts you would like to display.
      • Patient #: Enter a patient ID manually or use the magnifying glass to search.
      • CPT: Enter the CPT code manually or use the magnifying glass to search.
      • Payer #: Enter the payer ID manually or use the magnifying glass to search.
      • Provider #: Enter the provider ID manually or use the magnifying glass to search.
      • ICD: Enter the ICD code manually or use the magnifying glass to search.
      • Message Contains: Use identifying keywords to narrow your search.
      • Alerts shown in: Select the section the alert is shown. 
      • Include deleted alerts: Select whether you want to include deleted alerts.
    • Alert Date Range:
      • Entered Date: This date is the date in which an alert was created.
      • Effective Start Date: This date corresponds to the effective start date on an alert. 
      • Effective End Date: This date corresponds to the effective end date on an alert. 
  4. When you're done, click on the Search button. 

Modify Alerts

Follow the instructions below to modify an alert:
  1. Go to the Control section.
  2. Click the Alert Control tab.
  3. Search for your alerts.
  4. Double click on the Alert you would like to modify.
  5. Make your changes. 
  6. Once you are satisfied with your changes to the alert, click Save.

Delete Alerts

Follow the instructions below to delete an alert: 
  1. Go to the Control section.
  2. Click the Alert Control tab.
  3. Search for your alerts.
  4. Select the Delete box next to the alert, or double-click on the alert and select Delete Alert
  5. Click Save.