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.

Button Overview

Below you will find a description of the buttons located within the Patient section:
  • View Eligibility: Selecting this button will allow you to view  your previously checked eligibility reports.
  • Check Eligibility: Selecting this button will allow you to check eligibility for your patients.
  • Refresh Eligibility: Selecting this button will refresh your eligibility report. 
  • Print Eligibility: Selecting this button will allow you to print your eligibility report. 
  • Close Eligibility: Selecting this button will close your open eligibility report.

View Eligibility

Follow the instructions below to view eligibility for a patient:
  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 Eligibility tab.
  4. Select View Eligibility
  5. There are 2 tabs: 
    • Report: This tab will list the payer, provider and subscriber information.  The eligibility/benefit information is completely at the discretion of the payer. The information displayed in this section varies by payer and can range from being extremely detailed or it may contain very limited information.
    • Benefits: The Benefits tab will show you the same information that is under the Eligibility/Benefits section of the reports tab just in a more aesthetically pleasing look. 

Check Eligibility

Follow the instructions below to check patient eligibility: 
  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 Eligibility tab.
  4. Select Check Eligibility.
  5. Enter your Eligibility search criteria. 
  6. Click Start Check.

Print Eligibility

Follow the instructions below to print your eligibility information:
  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 Eligibility tab.
  4. When reviewing your eligibility, select Print Eligibility.

Frequently Asked Questions

Visit the Patient FAQs to find frequently asked questions about eligibility and more.