Payer Section

The Payer section provides the functionality to select from over 2000 payers to automate and manage claims and payer demographics. This section allows you to view, add, export, print or modify payer information; such as name, payer types, identification numbers and more.

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.

Payer Information

Provider ID Numbers

Contracts

Options

Notes

Alerts

Agreements

Contents

  1. 1 Add Alert 
  2. 2 Edit Alert 
  3. 3 Delete Alert

Follow the instructions below to add an Alert to a payer. 

Add Alert 

  1. Go to the Payer section. 
  2. Create  New Payer or Search for the payer you wish to associate the alert to. 
  3. Click on the Alerts tab. 
  4. Click on the Add Alert button. 
  5. When the New Alert window opens begin entering the alert information: 
    1. Message: Enter the Alert message
    • Global Alert: Show this alert any time this payer is used. 
    • Show Alert in Patient Section: Show this alert whenever the patient is opened in the payer section. 
    • Show Alert in Claim Section: Show this alert any time a claim is added or opened for this payer.
    • Show Alert in Appointment Scheduler: Show this alert any time an appointment is added or opened for this payer. 
    • Show Alert in Payment Section: Show this alert when a payment is added or opened for this payer.
    1. Alert Start Date: Enter or select the alert start date.
    • Alert End Date: Enter or select the alert end date.
  6. Once you are satisfied with your changes, click Save.

Edit Alert 

Follow the instructions below to edit an alert:
  1. Go to the Payer section. 
  2. Create  New Payer or Search for the payer you wish to associate the alert to. 
  3. Click on the Alerts tab. 
  4. Double click on the alert you wish to edit.
  5. When the Alert window opens, make the necessary changes and click Save.

Delete Alert

Follow the instructions below to delete an alert.

  1. Go to the Payer section. 
  2. Create  New Payer or Search for the payer you wish to associate the alert to. 
  3. Click on the Alerts tab. 
  4. Check the Delete box next to the Alert you wish to delete or double click on the alert and check the box called Delete Alert.
  5. Once you are satisfied with your changes, click Save.