Patient Section

The Patient section allows you to add and edit your patient demographics, insurance, claim information, and documents, as well as check eligibility and view patient appointments.

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.

Patient

Additional Info

Insurance

Claim Defaults

Patient Billing

Activity

Eligibility

Appointment History

Documents


Button Overview

Below you will find a description of the buttons located within the Patient section:
  • Save: Selecting this button will save your patient information.
  • Close: Selecting this button will close the patient without saving the information.
  • Print: Selecting this button will display your print options. 
  • Merge: Selecting this button will open the Merge Accounts window.
  • Open in EMR: Selecting this option will open the Patient in the EMR if you have one.
  • Track: Selecting this button will allow you to track the patient in the Control section of the application.
  • Review: Selecting this button will review the patient.






Claim Defaults

All fields within the Claim Defaults tab will automatically carry over onto new claims created for the selected patient within the Claim section.

Provider

Follow the instructions below to default a provider for future claims:
  1. Go to the Patient Section.
  2. Open the patient or search for the patient you wish to edit using the Search field or Advanced Search button. 
  3. Click on the Claim Defaults tab.
  4. Under the Provider section, select the provider by clicking on the magnifying glass. NoteClick on the Provider icon to open the Provider record.
  5. Select the office for claims by clicking on the Office drop-down. NoteSelect the default Office for the provider on the claim by clicking on the drop down (if applicable).
  6. When you're done click on the Save button.

Codes

Follow the instructions below to default codes for future claims:
  1. Go to the Patient Section.
  2. Open the patient or search for the patient you wish to edit using the Search field or Advanced Search button. 
  3. Click on the Claim Defaults tab.
  4. Select your default ICD codes by clicking on the magnifying glass and searching for the code.
  5. Select the default CPT codes by clicking on the magnifying  glass and searching for the code.
  6. When you're done click on the Save button.

Illness & Accident Information

Follow the instructions below to default illness & accident information for future claims:
  1. Go to the Patient Section.
  2. Open the patient or search for the patient you wish to edit using the Search field or Advanced Search button. 
  3. Click on the Claim Defaults tab.
    1. Select whether you want to include the accident and ill information on claims. 
    2. Select the ill/accident date either manually or by using the interactive calendar. 
    3. Select the Accident Type from the drop down. 
    4. Enter the Accident State. 
  4. When you're done click on the Save button.

Other Claim Defaults

Follow the instructions below to set other claim defaults for future claims:
  1. Go to the Patient Section.
  2. Open the patient or search for the patient you wish to edit using the Search field or Advanced Search button. 
  3. Click on the Claim Defaults tab. 
    • Box 11b: This field is designated by NUCC. This field can be used as another identifier applicable to the claim when required by the payer.
    • Box 19: This field is used as narrative notes for various reasons when required by the payer. Note: Entering information in this field is strictly for paper claims. See the "Other Info" button within the Claim section to enter "Narrative Notes" for electronic claims.
    • Last Menstrual Period: When required by the payer, the Last Menstrual Period field is used to report services that are related to a patient's pregnancy. This information will print in box 14 of the CMS-1500 form and in Loop 2300, DTP03. 
    • Admission Date: This field is generally required for Inpatient and Home Health services. Enter the date the patient was admitted for inpatient care. This information will print in FL12 of the CMS-1450 form and in Loop 2300, DTP03. 
    • Initial Treatment Date: When required by the payer, this field is used to report the date of initial treatment for spinal manipulation, physical therapy, occupational therapy, speech-language pathology, dialysis, optical refractions, pregnancy, etc. This information will print in box 15 of the CMS-1500 form and in Loop 2300, DTP02. 
  4. When you're done click on the Save button.

Referring/PCP

Add/Edit Default Referring/PCP

Follow the instructions below to default referring providers for future claims:
  1. Go to the Patient Section.
  2. Open the patient or search for the patient you wish to edit using the Search field or Advanced Search button. 
  3. Click on the Claim Defaults tab.
  4. Select the Referring/PCP sub-tab.
  5. Search for the provider using the magnifying glass
  6. Search for the Referring/PCP using the magnifying glass. 
  7. Select the Referring/PCP
  8. When you're done, click on the Save button.

Remove Default Referring/PCP

Follow the instructions below to remove a default a referring/pcp:
  1. Go to the Patient Section.
  2. Open the patient or search for the patient you wish to edit using the Search field or Advanced Search button. 
  3. Click on the Claim Defaults tab.
  4. Select the Referring/PCP sub-tab.
  5. Click on the 'X' icon next to the provider. The information will be removed.
  6. When you're done click on the Save button.

Ordering Provider

Add/Edit Default Ordering Provider

Follow the instructions below to default an ordering provider for future claims:
  1. Go to the Patient Section.
  2. Open the patient or search for the patient you wish to edit using the Search field or Advanced Search button. 
  3. Click on the Claim Defaults tab.
  4. Select the Ordering Provider sub-tab.
  5. Search for the provider using the magnifying glass
  6. Search for the Ordering Provider using the magnifying glass. 
  7. Select the Ordering Provider
  8. When you're done, click on the Save button.

Remove Default Ordering Provider

Follow the instructions below to remove a default ordering provider:
  1. Go to the Patient Section.
  2. Open the patient or search for the patient you wish to edit using the Search field or Advanced Search button. 
  3. Click on the Claim Defaults tab.
  4. Select the Referring/PCP sub-tab.
  5. Click on the 'X' icon next to the provider. The information will be removed.
  6. When you're done click on the Save button.

Facility

Add/Edit Default Facility

Follow the instructions below to set your edit or default a facility on claims:
  1. Go to the Patient Section.
  2. Open the patient or search for the patient you wish to edit using the Search field or Advanced Search button. 
  3. Click on the Claim Defaults tab.
  4. Select the Facility sub-tab.
  5. Search for the provider using the magnifying glass
  6. Search for the Facility using the magnifying glass. 
  7. Select the Facility
  8. When you're done, click on the Save button.

Remove Facility

Follow the instructions below to edit your default facility on the claim:
  1. Go to the Patient Section.
  2. Open the patient or search for the patient you wish to edit using the Search field or Advanced Search button. 
  3. Click on the Claim Defaults tab.
  4. Select the Facility sub-tab.
  5. Click on the 'X' icon next to the facility. The information will be removed.
  6. When you satisfied with your changes, click Save. 
  7. When you're done click on the Save button.