Practice Section

The Practice section contains information regarding the entity creating the claims. This could be a physician's practice, laboratory, clinic, etc. This is the first set of data that you must enter and or verify was correctly entered for you when you begin using CollaborateMD. The first time you log on to CollaborateMD, you will find that we have completed the Main Information section for your practice. Information entered into the Practice section will populate in box 33 of the CMS-1500 form and box 56 of the UB-04.

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.


Overview

CollaborateMD allows you to affordably send your patient statements with the click of a button. Sending patient statements can improve your office cash flow through prompt billing and communication. If you enable Statement Automation for your practice please be aware that statements are generated when the charge status is set to Balance Due Patient. Once changed, the statement will be sent depending on the automation options you've selected. 

Patient statements can be configured one of three ways:

  1. Automation: Using our Automation feature allows you to eliminate the time your staff spends printing, stuffing, and mailing patient statements. Send statements out in a timely manner while improving your bottom line and simplifying your mailing process. 
    • Important: Using Automation will incur additional transaction fees on your account. 
      • Visit our website to learn more about our transaction prices for ancillary services. 
      • Prior to configuring automated statements, an Authorized Rep will need to enable this option in the Admin section. Learn more about enabling this feature by visiting our Services Help Page. 
      • Learn more about how to configure these statements by visiting our Automation Configuration Settings Help Page. 
  2.  Plain Text User Print: Using our Plain Text User Print option allows users to conveniently print and mail statements within the office at no additional charge. These statements can be printed manually or on a batch level at the convenience of the Practice or Billing Service.
    • Important: When user printing and mailing statements please use the default Standard Double Window Invoice (3 7/8 x 8 7/8 #9) envelopes.
  3. Enhanced User Print StatementsUsing our Enhanced User Print option allows users to conveniently print and mail statements within the office. These statements can be printed manually or on a batch level at the convenience of the Practice or Billing Service.
    1. Important: When user printing and mailing statements please use the default Standard Double Window Invoice (3 7/8 x 8 7/8 #9) envelopes.
    2. ImportantIf you are not on a Medical Practice Plan that includes Enhanced User Print Statements, using this feature will incur additional transaction fees on your account. Visit our website to learn more about our transaction prices for ancillary services. 
      1. Prior to configuring enhanced user print statements, an Authorized Rep will need to enable this option in the Admin section. Learn more about enabling this feature by visiting our Services Help Page. 

Note: If you have multiple practices please note these settings must be configured under each participating practice.

Important Notes:

  • There are no additional charges for multiple pages. 
  • There is no additional charge for USPS Fast Forwarding (meaning to forward statements).
https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

Getting Started

To ensure statements are configured properly please ensure that you've completed check item noted below:

Note: Configuring your User Print settings is not required if you’re using Statement Automation, however, it’s recommended in the event you ever have to manually print and mail a statement. 
  • I’ve configured my General statement options 
  • I've referenced the statement related reports and I've made the necessary changes to patient records. These reports include but are not limited to: 
    • Patient Statement Comments 
    • Patient Statements Turned Off 
    • Patients with Statements Printed x Times 
    • Statements Printed in a Date Range

 Automation Settings

  • I’ve configured the Automation Configuration settings 
  • I’ve configured the Options 
  • I’ve selected a Statement template and configured the template 
  • I’ve selected the Final Demand Notice template and configured the template (if applicable)

User Print Settings

  • I’ve configured the user print options 
  • I’ve configured my statement dunning messages 
  • I've configured my statement message 
  • I’ve configured my final demand settings and message
Reference the instructions below to be guided on how to begin configuring statements for your practice.

https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

General

In this section, you will select options for what you want to be printed on both automated and user print statements.

  1. Go to the Practice section. 
  2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
  3. Click on the Statements tab and then click on the General sub-tab.
  4. Make the appropriate selections
  5. When you’re satisfied with your changes click on the Save button.

General options field:

  • Select the credit cards accepted by this practice
  • Separate statements: Check this option in order for your patients to receive different statements based on the provider seen or the practice 
    • by provider: The patient will be sent separate statements when the charges included on the statement are associated with different providers. 
    • by practice: The patient will be sent separate statements when the charges included on the statement are associated with different practices. 
  • Do not show account credits: Check this box in order to remove credits on the patient's account from being included in the calculation of the Balance Due on the statement and from being listed within the detailed line items.
  • Show paid charges: Check this option to include all charges, with associated payments and/or adjustments, associated to the patient even if there is no outstanding balance on the charges. 
  • Summarize charges: Check this option to group multiple charges associated with one claim. The code and description that appear on the statement are associated with the first charge on the claim. 
  • Show Due Date: Check this option to show the due date of "Upon Receipt" on the statement. 
  • Treat FDN as a Statement: Check this box if you wish to have FDNs be counted towards the patient's statement sent count. This can be viewed on the Patient's Dashboard and on Statement Reports.
  • Use separate address for statement Pay-To: 
    • Statement Pay-To address: Check the box and populate the required information to receive payments at a different address than the practice address.
    • Statement Return Address: Populate the required information to have undelivered statements returned to a different address than the practice address.
https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

Enable Statement Automation

Using Automation allows you to eliminate the time your staff spends printing, stuffing, and mailing patient statements. Statements that are generated via Automation can be tracked for success through the Control section within the Statement Tracking feature.

NotePrior to configuring automated statements, an Authorized Rep will need to enable this option in the Admin section. Learn more about enabling this feature by visiting our Services Help Page. 

Follow the instructions below to enable Statement Automation:

  1. Go to the Practice section. 
  2. Use the Search field to search for the Practice or click on the Show All button to search for all practices. 
  3. Click on the Statements tab and then click on the Automation sub-tab.
  4. Check the Enable Statement Automation check box.
  5. Enter your configuration Options (see the field description below for more information).
  6. Click on the Statements tab and select the applicable template.
  7. When you’re satisfied with your changes click on the Save button. 

Automation Configuration Options

  • Enable Statement Automation: Check this box to turn on statement automation. Note: Checking this box will incur additional transaction fees on your account.
  • Run statements on day X of every month: Select the day of the month you wish statements to be generated. New statements will be generated on this date each month, for patients with outstanding balances in the status of Balance due Patient, regardless of the last statement date.
    • Note: When adjusting the run day setting it is important to only adjust this date after the new desired run date has passed to avoid duplicate statements from processing. That is, if your current setting is Day 1 and you would like to change it to Day 15, you should make this adjustment on Day 15 after 5:30 AM EDT. 
  • Send Statements when new balance due patient and every X days thereafter: Select the number of days in between statements you wish a new statement to be delivered based on each patient's last statement date. For example, select “30” if you wish to have a statement generated every 30 days (for new and old balances) until (1) the balance is paid in full, (2) the desired max times to print has been met, or (3) the send statement option is disabled for a specific patient.

Important: Statements will be mailed to patients according to the selection made above. However, if it's urgent for another statement to be sent to the patient you have the following options:

  • You can alter the Last Statement Date in the Patient section in order for a new statement to go out.
  • You can manually print and mail the patient statement from the Control or Patient sections. Note: This will generate a User Print version of the statement. 
  • If using the option to run statements on day X of every month, you can modify the statement mailed date within the Practice section so that statements can be mailed again. 
    • Modifying the date will cause ALL charges that are set to "Balance Due Patient" to be printed and mailed again. CollaborateMD is not responsible for duplicate statements in the event the date is modified.
  • If using the option to send statements when new balance due patient and every X days thereafter, you can modify the number of days within the Practice section so that statements can be mailed again. 
    • Important: Modifying the number of days will cause ALL charges that are set to "Balance Due Patient" to be printed and mailed again. CollaborateMD is not responsible for duplicate statements in the event the number of days is modified. 

  • Min, balance required to print statementEnter the minimum balance that must be met in order for a statement to be generated. For example, enter "$5.00" if you wish to have patients with a balance greater than or equal to $5.00 receive a statement.
  • Max times to print statements (per patient): Enter the max number of statements each patient should not exceed. 
Note: The statement count within the Patient section will automatically be reset to zero (0) when the balance is paid. 
Note: If this field is left at zero (0) patients will receive an unlimited number of statements. Tip Run the Patients with Statements Printed x Times report to find a list of patients who have had statements printed a certain number of times. 
    • You may alter the Max # of Statements to Print Statements here or reset the Statement Mailed Times in the Patient section if the patient has met their maximum number of statements to be printed. Note: This is only applicable if you're using the Min balance required to print statement setting. 
  • Do not send statements for patients with credit due insurance: Check this box to not send statements to patients that have account credits set to "Due Insurance.
  • Account Types: Check this box to specify which patient account types you wish to receive a statement
Statement Samples:
    Click on one of the sample statements below for a preview of each statement:

    Want to customize this template with your Practice information? Click here to download our editable patient statement template so can quickly generate a preview of what statements will look like their delivered to patients.

    Important: If you are not signed up for the Integrated Payment Processing (IPP) service, the payment portal Website information will not appear on your patient's statements. 

    Note: A single date of service (DOS) is printed in the header of the statement regardless if it covers one or multiple dates. The value used is the earliest date of service (DOS) for which the statement covers. 

    https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

    Enable Final Demand Notice

    Final Demand Notice Configuration

    Using Automation allows you to eliminate the time your staff spends printing, stuffing, and mailing patient statements.

    Follow the instructions below to enable automated FDN.

    1. Go to the Practice section. 
    2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
    3. Click on the Statements tab and then click on the Automation sub-tab.
    4. Check the Enable FDN check box.
    5. Enter your configuration options (see the field description above for more information).
    6. Optional: Check the box to Send FDN to patient after X statements are sent. Enabling this option will print and send a single (1) FDN automatically once the max number of statements have been printed. Note: If you do not have Automatic FDN’s enabled or a max number of statements to be printed, this option will not apply.
    7. Click on the Final Demand Notice tab and select the applicable template.
    8. When you’re satisfied with your changes click on the Save button.

    Statement Sample:

      Click on one of the sample statements below for a preview of each statement:

        Want to customize this template with your Practice information? Click here to download our editable patient statement template so can quickly generate a preview of what statements will look like their delivered to patients.


        Important: Unless you are using the option to Send FDN to patient after X statements sentFDN statements are not automatically printed and mailed to patients.These statements must be submitted on a batch level in order for the automation process to begin. 

        Once enabled within the Practice section, please reference the Patient A/R Control Help Page to learn how to assign patients for FDN Processing so that they can be printed and mailed through automation. Once the single (1) FDN is sent, the assignment becomes disabled so no additional FDN is sent. 

        Once patients are assigned for FDN, the FDNs are generated by statement automation regardless of the patient's current "statements mailed" counter and the max setting for the practice. 

        When the "Treat FDN as Statement" option is selected, the patient's Last Statement Date is updated when the FDN is sent and the times sent counter is updated. 

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Disable Automation 

        Follow the instructions below to disable statement Automation: 

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the Automation sub-tab.
        4. Uncheck the Enable Statement Automation and / or Enable FDN check box. 
        5. When you're satisfied with your changes, click on the Save button.
        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Plain Text User Print Statements

        User Print statements allow users to conveniently print and mail statements within the office at no additional charge. These statements can be printed manually or on a batch level at the convenience of the Practice or Billing Service and can be printed manually or on a batch level.

        Important: When user printing and mailing statements please use the default Standard Double Window Invoice (3 7/8 x 8 7/8 #9) envelopes.

        Follow the instructions below to begin configuring the User Print settings:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Select the applicable user print settings (see the field description below for more information).  
        5. Click on the Messages sub-tab to enter dunning messages. Note: These messages are determined based on the age of the balance or the patient's account type. See Sample Dunning Messages for examples.
        6. Click on the Statement Messages sub-tab to enter a general message that will appear on all user print statements. Tip: Enter information related to how to contact the billing office or practice such as the phone number, hours of operation, etc.
          • Example: All balances are due upon receipt of the statement. Any unpaid balances over 90 days are subject to collections. Please contact our billing department as soon as possible to make arrangements in the event your balance cannot be paid in full. Please call 888-348-8457 to make payment by phone or use our only Patient Payment Portal. Please contact the billing department with any questions, 888-348-8457.
        7. Optional: Click on the Final Demand Notice sub-tab and enter a general message that will appear on all user print statements.
          • Example: Your account is past due. Your account will be sent to Collections if a payment is not received within 10 business days of this final notice.
        8. When you're satisfied with your changes, click on the Save button.

        User Print configuration field descriptions:

        • Print aging buckets: Check this box to print the aging buckets of the outstanding balance (Note: The age is determined by the date(s) the charge(s) were set to the status Balance Due Patient).
        • Print custom patient comments: Check this box to enable custom patient comments. Click here for more information.
        • Print "Address Service Requested": Check this box if you wish to forward the statement to the new address they have on file and to separately send you a notice with the new address information.

        Note: A single date of service (DOS) is printed in the header of the statement regardless if it covers one or multiple dates. The value used is the earliest date of service (DOS) for which the statement covers. 

        Note: Please see the Patient Billing Help Page for more information on how to customize a statement message for a specific patient. 

        Sample Dunning Messages

        Aging Category

        Messages

        0 – 30 Days

        Payment is due upon receipt. Thank you.

        31 – 60 Days

        Your account is now 30 days past due.  Please call 1-888-348-8457 to avoid 10% LATE FEE from being applied to your account.

        61 – 90 Days

        Your balance is more than 60 days past due. Please call 1-888-348-8457 to avoid 15% LATE FEE from being applied to your account.

        Over 90 Days

        Your balance is more than 90 days past due. Please pay now to avoid possible collection proceedings.


        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Enhanced User Print Statements

        Enhanced User Print statements allow you to customize statements you will be printing and mailing out to patients.  With Enhanced User Print Statements, you will have a clean, modern, and easy to read a document with all of the pertinent information you wish your patients to see.  This customizable template will allow you to add your company logo, choose your icon type, icon style, and customize the text on your statement.  These statements can be printed manually or on a batch level at the convenience of the Practice or Billing Service and can be tracked for success through the Control section within the Statement Tracking feature.

        Important: Tables in the Enhanced User Print Statements are not able to be customized. 

        NotePrior to configuring enhanced user print statements, an Authorized Rep will need to enable this option in the Admin section. Learn more about enabling this feature by visiting our Services Help Page. 

        Important: When user printing and mailing statements please use the default Standard Double Window Invoice (3 7/8 x 8 7/8 #9) envelopes.

        Follow the instructions below to configure Enhanced User Print Statements:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select Statement Template.
        6. Click on the Preferences button to select how you prefer to edit the content.
        7. When the Preferences dialog window is displayed, make your selections and click away from the Preferences window.
        • Show Guide – Will highlight the editable fields on the template.Show Page Numbers – Will display the page numbers on the pages of the FDN.
        • Show Payment Stub – Will display a payment stub on the statement.
        • Show Payment Comments – Will display patient comments from the Statements sub-tab under the Patient Billing tab in the patient’s record.
        •  Charge Breakdown – Choose to display a Summarized or Detailed Activity breakdown of the charges.
        • Font – Allows you to choose one of the following three fonts:  Times RomanHelvetica or Courier for the statement.  By default, the font is set to Times Roman.
        •  Background Color – Allows you to select the color of the background of the FDN. 
        • Brightness – Allows you to modify the opacity of the FDN. By default, the Brightness is set to 25%.
        • Preview Zoom – Allows you to enlarge your view while editing the content of the FDN template. By default, the Preview Zoom is set to 100%.
          • Important: Zoom must be placed at 100% to edit elements.
        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Customize Text Fields

        Follow the instructions below to customize the text fields for the Enhanced User Print Statements:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select Statement Template.
        6. Click on the text field. You can drag the text field out to the side if so desired.
        7.  When the text field window is displayed, begin typing your text.
        8. Once you are satisfied with your text, click on the Save button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Right Click Capability

        You can right click on the text fields.  Right clicking will allow the following:

        1. Select All: This will highlight all of the text within the selected text field.
        2. Cut: This will remove the text from your view and make it available to paste elsewhere.
        3. Copy: This will make the selected text available to paste elsewhere.
        4. Paste: This will automatically generate cut or copied text within the desired field.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Logos

        Your company logo can be displayed in two (2) areas of the Enhanced User Print Statements.  The logo will be displayed in the upper left-hand corner of the statement, as well as the upper left-hand corner of the Payment Stub of the statement. 

        Best Practice: When uploading logo images to your statements ensure your image is a minimum of 600 x 300 pixels or 2" x 1" to ensure the proper view of the image. CollaborateMD will scale down any image larger than 600 x 300 pixels or 2" x 1". It is also recommended to remove any excess background using a photo editing tool/program.

        Uploading Your Logo

        Follow the instructions below to add your logo to the Enhanced User Print Statements:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select Statement Template.
        6. Click on the Logo icon.
        7.  Click on the Select Logo button.
        8. Search and select the logo from your stored location on your computer.
        9. Once you have uploaded the desired logo, click on the Save button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Removing Your Logo

        Follow the instructions below to remove your logo to the Enhanced User Print Statements:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select Statement Template.
        6. Click on the Logo icon.
        7. Click on the Remove Logo button.
        8. Once you have removed the desired logo, click on the Save button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Icons

        Icons can also be customized on the Enhanced User Print Statements.  You can choose which icons to use and change the style of those icons. For your convenience, CollaborateMD has defaulted some icons and styles for you. 

        Important: The Payment Portal Icon will only be displayed if this feature is enabled. Credit Card icons are displayed based on the credit card selections you make in the General sub-tab.

        Edit Icon Style

        Follow the instructions below to edit your icon style for the Enhanced User Print Statements:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select Statement Template.
        6. Click on the icon you would like to edit.
        7. Click on the Icon Style drop-down menu to select the icon style you would like displayed on your statement.
        8. Once you are satisfied with your selections, click on the Save button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Edit Icon Type

        Follow the instructions below to edit your icon type for the Enhanced User Print Statements:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select Statement Template.
        6. Click on the icon you would like to edit.
        7. Click on the Icon Type drop-down menu to select the type of icon you would like displayed on your statement.
        8. Once you are satisfied with your selections, click on the Save button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Print

        Follow the instructions below to print a preview of the Enhanced User Print Statements:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select Statement Template.
        6. Click on the Print button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Customize Enhanced User Print Final Demand Notice

        Follow the instructions below to customize your Enhanced User Print Final Demand Notice:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select FDN Template.
        6. Click on the Preferences button to select your preferences.
        7. When the Preferences dialog window is displayed, make your selections and click away from the Preferences window.
        • Show Guide – Will highlight the editable fields on the FDN template.Show Page Numbers – Will display the page numbers on the pages of the FDN.
        • Show Payment Stub – Will display a payment stub on the FDN.
        • Show Payment Comments – Will display patient comments from the Statements sub-tab under the Patient Billing tab in the patient’s record.
        •  Charge Breakdown – Choose to display a Summarized or Detailed Activity breakdown of the charges.
        • Font – Allows you to choose one of the following three fonts:  Times Roman, Helvetica or Courier for the statement.  By default the font is set to Times Roman.
        •  Background Color – Allows you to select the color of the background of the FDN. 
        • Brightness – Allows you to modify the opacity of the FDN. By default, the Brightness is set to 25%.
        • Preview Zoom – Allows you to enlarge your view while editing the content of the FDN template.  By default, the Preview Zoom is set to 100%.
          • Important: Zoom must be placed at 100% to edit elements.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Customize Text Fields for your FDN

        Follow the instructions below to customize the text fields for the Enhanced User Print Final Demand Notice:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select FDN Template.
        6. Click on the text field. You can drag and text field out to the side if so desired.
        7. When the text field window is displayed, begin typing your text.
        8. Once you are satisfied with your text, click on the Save button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Right Click Capability

        You can right click on the text fields.  Right clicking will allow the following:

        1. Select All: This will highlight all of the text within the selected text field.
        2. Cut: This will remove the text from your view and make it available to paste elsewhere.
        3. Copy: This will make the selected text available to paste elsewhere.
        4. Paste: This will automatically generate cut or copied text within the desired field.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Logos

        Your company logo can be displayed in two (2) areas of the Enhanced User Print Final Demand Notice.  The logo will be displayed in the upper left-hand corner of the FDN, as well as the upper left-hand corner of the Payment Stub of the FDN. 

        Best Practice: When uploading logo images to your statements ensure your image is a minimum of 600 x 300 pixels or 2" x 1" to ensure the proper view of the image. CollaborateMD will scale down any image larger than 600 x 300 pixels or 2" x 1". It is also recommended to remove any excess background using a photo editing tool/program.

        Uploading Your Logo

        Follow the instructions below to add your logo to the Enhanced User Print Final Demand Notice:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select FDN Template.
        6. Click on the Logo icon.
        7. Click on the Select Logo button.
        8. Search and select the logo from your stored location on your computer.
        9. Once you have uploaded the desired logo, click on the Save button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Removing Your Logo

        Follow the instructions below to remove your logo to the Enhanced User Print Final Demand Notice:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select FDN Template.
        6. Click on the Logo icon.
        7. Click on the Remove Logo button.
        8. Once you have removed the desired logo, click on the Save button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Icons

        Icons can also be customized on the Enhanced User Print Final Demand Notice.  You can choose which icons to use and change the style of those icons. For your convenience, CollaborateMD has defaulted some icons and styles for you. 

        Important: The Payment Portal Icon will only be displayed if this feature is enabled. Credit Card icons are displayed based off of the credit card selections you make in the General sub-tab.

        Edit Icon Style

        Follow the instructions below to edit your icon style for the Enhanced User Print Final Demand Notice:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select FDN Template.
        6. Click on the icon you would like to edit.
        7. Click on the Icon Style drop-down menu to select the icon style you would like displayed on your FDN.
        8. Once you are satisfied with your selections, click on the Save button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Edit Icon Type

        Follow the instructions below to edit your icon type for the Enhanced User Print Final Demand Notice:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select FDN Template.
        6. Click on the icon you would like to edit.
        7. Click on the Icon Type drop-down menu to select the type of icon you would like displayed on your FDN.
        8. Once you are satisfied with your selections, click on the Save button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements

        Print

        Follow the instructions below to print a preview of the Enhanced User Print Final Demand Notice:

        1. Go to the Practice section. 
        2. Use the Search field to search for the practice or click on the Show All button to search for all practices. 
        3. Click on the Statements tab and then click on the User Print sub-tab.
        4. Click on the Enhanced User Print sub-tab.
        5. Click on the Load drop-down menu and select FDN Template.
        6. Click on the Print button.

        https://sites.google.com/a/collaboratemd.com/training/helppages/practice/v9-3-statements