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 statements using the filter selections entered.
  • Save: This button allows you to save any changes made to the statements list.
  • Print: This button allows you to print the statement information.
  • Close: This information allows you to close the statement list.
  • Select Columns: This button will allow you to set your display columns.

Statement Tracking is used to track your CollaborateMD Automated or Enhanced User Print patient statements in an efficient way. You can track statements that have been printed (enhanced user print patient statements) forwarded, mailed, and errored. If you do not utilize our fully automated or enhanced user print patient statement feature but would like to, you may contact a Sales Representative for more information.

Search for Statements

Follow the instructions below to search for statements:
  1. Go to the Control section.
  2. Click the Statement Tracking tab.
  3. Enter your search criteria. 
  4. When you're done, click the Search button.
 
    1. 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. 
    2. Reset Filters: Selecting this button will remove all preset filters. 
    3. Tracking Status: 
      • All: This will display all statements.
      • Mailed: This option will display only the statements that have been successfully mailed. 
      • Forwarded: Selecting this option displays statements that have been forwarded by the post office using the forward mailing address they have on file for the patient.The original and forward address will be displayed. Optionally, you can right-click on a row associated with a patient to update the mail-to address(es). See the Right Click capabilities portion of this Help Page for a list of all right-click capabilities.
      • Corrected AddressWhen applicable, the post office will convert the submitted address into the proper USPS-preferred format.The original and corrected address will be displayed. Optionally, you can right-click on a row associated with a patient to update the mail to address(es). See the Right Click capabilities portion of this Help Page for a list of all right-click capabilities.
      • Errored: This option will display statements that could not be mailed. 
      • Fixed: This option will display only the statements that have been marked as fixed. 
    4. Statement Type: Select the type of statements you would like to track.
      • Automated Statements: Automated statements can include Standard statements sent to patients with due balances on charges or Payment Plan statements sent to patients with due balances on installments. To learn more about this statement type, click here.
      • Enhanced User Printed Statements: Enhanced statements can include Standard statements printed and mailed to patients with due balances on charges or Payment Plan statements printed and mailed to patients with due balances on installments. To learn more about this statement type, click here.
    5. Statement Date Range: This date applies to when the statement was sent.
    6. Account Types: Select the patient account types you would like to filter your search results.
    7. Search Criteria: Enter any additional search criteria. 
    8. Group by: This selection will determine how statements are organized in the results screen. You can use this in conjunction with the Search By field to quickly find the statement you are looking for.
    9. Then by: You can also select a second Group By option called Then By, with the choices being the same as those above. 
    10. Expand All: If you check this box, all of the information for a statement will be displayed.

Right Click Capabilities

These right click capabilities will give you easy access to the information you want when you want it. 

Follow the instructions below to view the right-click capabilities:
  1. Go to the Control section.
  2. Click the Statement Tracking tab.
  3. Enter your search criteria then select Search
  4. Once your search results are displayed, right click on a row. A window will open with the following options:
      • Fixed: This option can be used to mark a statement as fixed.
      • Open Patient: This option will open the patient in the Patient section.
      • View Statement: This option will allow you to view a copy of the patient statement.
      • Update Address: This option becomes enabled when right clicking on a result that corresponds to a statement that has a corrected or forwarded address. Selecting this option will allow you to update the patient's address in the Patient section. The following sub menu options are available to select from:
        • Update Statement Mail To: This option will only update the address based on the patient's Mail Statement to option. Please see the Patient Billing Help Page for more information about patient Statements Options.
        • Find and Replace All Addresses: This option will update all addresses associated to the patient. This includes the Insured, Patient, and Other Insured.