New Releases‎ > ‎9.6‎ > ‎



  • IDEA#1182: We’ve enhanced the phone options for Appointment Reminders so that you can specify a Caller ID Name and Phone Number to ensure patients can easily recognize who is calling. Today, patients see “CollaborateMD” as the caller name and “407-902-2960” as the caller phone number. In most cases, patients will not answer unknown numbers which can cause appointments to be unconfirmed.

  • Show History tracking now allows Admins & Auth Reps to see the Username that changed a user's permissions to be based on a predefined Role. Previously, we were only tracking changes made to a user if they were using custom permissions.


  • Users will no longer be able to save Professional claims with the same Diagnosis (ICD) code. Users will be prompted to fix the error or save the claim as incomplete.

  • Implemented a new mnemonic a.k.a hotkey for checking Claim Status (Ctrl+L) within the Claim section. Click here to learn more about hotkeys.

  • IDEA#1151: Within the Claim section > Activity tab, users will now be able to view a complete patient activity vs activity pertaining only to the claim they have open. Please note that users will still have the option to view only the current claim’s activity, if applicable.

  • Users will have the ability to add more than one remote file from the Document section under different folders at a time within the Patient and Claim sections. In previous versions, users would have to Ctrl+Click when selecting documents, provided that they were in the same folder. If the documents were in different folders, the user was not able to select and add multiple documents.


Control - Batch Printing

  • IDEA#135: Users will be able to have more filter options when printing labels via Batch Printing. These include the addition of Patient State and the ability to include or not include Deceased patients. These two options were not available in previous versions of the application. The Patient Account Type has also been updated to allow users to run the search for more than one type. Previously, they were only able to select one account type.

    Note: We have also removed several filter options that were intended for searching for a single patient and not a batch of patients. These include Patient Name, Patient Home Phone Number, Insured’s ID Number, and Patient Account No.  

  • Users will have the ability to batch print Custom Labels. On previous versions of the application, users were only able to print a generic label via Batch Printing. Now, users will be able to choose from one of their custom labels to print on a batch level. These labels can be printed via the Control section > Batch Printing > Print Labels.

  • Added a new Control option within Claim Control called Delete. Selecting this option will allow users to delete more than one claim at a time.

  • Users can now interact with the applicable while the Batch Claim Status Results window is opened.

  • Claim Follow Up now displays patient and claim alerts.

  • New editable fields within the Claim Follow Up tool used to capture expected payment information such as:

    • Insurance Claim #

    • Reference #

    • Check #

    • Paid Amount

    • Allowed Amount

    • Check Date

Control - Interface Tracking

  • Users now have the ability to add the Date of Service column from the Select Columns button in the Interface Tracking tab in the Control section. Users will be able to easily identify the date of service for a claim message sent from the EMR software. On previous versions of the application, users were only able to view the date of service by right clicking on the claim message and selecting View Message.   

Control - Statement Tracking

  • The Statement Status drop-down has been removed from the filter options in the Statement Tracking tab in the Control section.


  • IDEA#720: Added a button called “Select Columns” to the Appointment History tab within the Patient section. This option now supports columns related to the appointment such as Entered On, Entered By, Modified On, Modified By, Deleted On, & Deleted By.

  • Added the ability to set custom Authorization expiration days. Previously, users could only select from 30, 60, and 90 days.


  • Added an option to show units within the charge Description of all patient Statements. This feature can be found within the Practice section > Statements tab > General sub-tab.

  • Added a new field to the Practice section where customers can create a custom TCN prefix to appear on their paper and electronic Professional/Institutional claims. This TCN prefix is sent to Change Healthcare and is visible on Clearinghouse Reports & ERA's.


  • Added a new column to the "All Payers" window called "Envoy ID". This window is visible when selecting the Show All button in the Payer section or when searching for a Payer from a patient's claim.


  • Enhanced the Report Viewer window to allow users to modify report filters after a report has been run.

  • A new right-click option in the Report Viewer's report selection panel called "Build From Template" has been added to help users quickly locate preferred reports needed to use as a template. This feature functions similarly to the existing "Edit Report" right-click option.

  • Currently, if an SSN field is used on a CBI Report the complete value is displayed to all users that run that report. V9.6 offers better PHI restrictions using the new formatting options within the Report Builder. When the format is applied to a report, this will ensure the first six digits are masked  (for example, "###-##-1234")  to ensure the software and customer data remain HIPAA compliant.

    Note: If a user viewing a Legacy reports has the PHI permission is set to Deny, only the last 4 digits of the SSN will be visible. In order to see the full SSN, the Access Level for the PHI Permission must be set to Allow.

  • Within the Report Viewer, users can now filter reports by Type. These types include Standard Reports, Custom Reports, or reports they've created.

  • IDEA#1200: Added new report filter options for numeric and monetary values. These filtering options include Does Not Equal, Greater Than or Equal to, and Less Than or Equal to. These fields can be used when running or building reports.

  • IDEA#1083: Reports added to the Favorites category will be sorted in alphabetical order. Previously, these reports were sorted based on the order they were favorited.

  • Added the ability for users to rename report columns, filters, and groups for custom reports. This feature is visible when right-clicking on the field name.


  • Enhanced the ability to modify recurring appointments. Previously, modifications to a recurring appointment such, as the frequency of the appointment, the day of a week, and end date, could not be modified. Please note, this change does not include the ability to modify the "Schedule", for example, Once, Daily, or Weekly.

  • Enhanced the Options tab within the Scheduler section to allow users to sort appointment Statuses and appointment Types in alphabetical order.  

  • A message dialogue window will be displayed when the user accesses an inactive record within the following sections of the applications:

    • Patient

    • Codes (CPT, Charge Panels, ICD, Adjustment, Remittance, ICD Proc, Revenue, Inventory, Contracts, Fee Schedules)

    • Scheduler (Resources, Types, Statuses)

    • Payer

    • Facility

    • Referring

    • Provider

    • Practice

    • Admin > Account Management > Roles