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Sneak Peek 2

v9.6 Summer Release

In this preview, we will provide you with the Version 9.6 Sneak Peek of our Customer & Patient Notification tools that will allow you to configure your communication settings and customize patient communications.

Disclaimer: Some of the visible tabs and sections are only available to CollaborateMD support staff to properly administer your account. Please keep this in mind when comparing screen shots to the tabs and icons you have available in your CollaborateMD application. Some items or views are subject to change before release dates.

CUSTOMER & PATIENT NOTIFICATIONS


CollaborateMD strives every day to find ways to help you streamline your day-to-day operations. That’s why, with this software update, you will have the option to either opt out or choose if you prefer to receive certain kinds of communication via text message, email, or CMD Message (please be aware that not all of these communications settings can be changed or disabled). With this update, Integrated Payment Portal Admins will also be able to create the messages that their patients receive.

Scroll down to check out the three (3) Sneak Peeks showcasing two (2) video snippets and one (1) screenshot for Customer & Patient Notifications.  Total estimated learning time: Less than 5 minutes

1.   Admin/Auth Rep Profiles  this video showcases the new Communications Settings that can be found by visiting System > User Profile > Retrieve Profile > Communications Settings.
  •  Allows the Admin/Auth Reps to choose how they would like to receive certain communications.
  • The settings that an Admin/Auth Reps will see under this tab differ based on the User’s role. 

(This Animation loops every 60 seconds)


2.   User Profiles  – this video showcases the new Communications Settings that can be found by visiting System > User Profile > Retrieve Profile > Communications Settings. 
  • Allows the User to choose how they would like to receive certain communications. 
  • The settings that a User will see under this tab differ based on the User’s role.

(No Animation)


3.   Integrated Payment Portal Admin – this video snippet will show you how to enable and draft customizable Payment Confirmations and New Balance Notifications to your patients in the Integrated Payment Portal.
  • Right-click to insert a data tag into a message. Data tags are flags that the User inserts into patient communications that will load data from the database upon sending.
  • Users will have the option to add five (5) data tags for text messages and seven (7) data tags for e-mails.
    • For example, “The patient balance is: <Patient Balance>”, will result in the sentence “The patient balance is: $5.35” once the communication is sent.
  • Patients will have the ability to choose if they would like to receive these messages as an email or as a text message in the Payment Portal.

(This Animation loops every 60 seconds)