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.


General Options

Follow the instructions below to set your general options for a payer:

  1. Go to the Payer section. 
  2. Select Show All or search for the payer using the Search field.
  3. Click on the Options tab.
  4. Click on the General Options tab.
  5. Make your selections. 
  6. When you're satisfied with your changes click on the Save button.
General Options Detail Window:
  • Use the provider name instead of the practice name as the pay-to name: Check this box to only send the provider name vs the practice name as the pay to name.
  • Only send the pay-to address: Check this box to only send the pay-to address. 
  • Use the office address as the pay-to address: Check this box to print the Office Location/Other Offices address selected within the claim section to print in box 33.
  • Print CMS-1500 as NY Workers Compensation Form: Check this box to print claims as the Workers Compensation form. 
  • Override billing provider with rending provider: Check this box if you would like claims to be billed under the Rendering Provider selected on the claim. 
  • Version of CMS-1500 to print: Select which version of the CMS form you would like your professional claims to be printed on.
  • Version of CMS-1450 to print: Select which version of the CMS form you would like your institutional claims to be printed on. 
  • Automatically set Claim Follow-Up dates: Check this box to have the system automatically enter a claim follow up date based on the payer.
    • Important things to know: 
      • Users can set automatic claim follow up dates from 1 to 365 days after the claim was submitted/printed. 
      • If you specify to have the claim follow-up 0 days after the claim was submitted, no automatic follow-up date will be set. 
      • The date will get populated when any of the following actions are taken: 
        • The claim is printed from from the Claim section, Payment section, or Batch Printing tab.
        • The claim is sent electronically. 
      • The follow-up date WILL get overridden if the claim is re-submitted or send to a secondary/tertiary payer. 
      • The follow-up date WILL get overridden if you manually enter a date BEFORE the claim is actually submitted/printed.
      • The Claim Follow-Up Report is a report you can run to follow up on your claims.

Professional (CMS-1500)

Follow the instructions below to set your options for the CMS-1500 (02-12) form:

  1. Go to the Payer section. 
  2. Select Show All or search for the payer using the Search field.
  3. Click on the Options tab.
  4. Click on the Professional tab.
  5. Make your selections. 
  6. When you're satisfied with your changes click on the Save button.

Institutional (CMS-1450)

Follow the instructions below to set your general options for the CMS-1450 (UB-04) form:

  1. Go to the Payer section. 
  2. Select Show All or search for the payer using the Search field.
  3. Click on the Options tab.
  4. Click on the Institutional tab.
  5. Make your selections. 
  6. When you're satisfied with your changes click on the Save button.