What's New v.8.5 - Archived

Last Updated: 1/12/2013

Admin

  • CMD-1916: The Columns button in the Sessions tab will now have the displayed columns shown within the Filter window. Users can chose to hide a column by deselecting the corresponding check boxes and selecting Ok. This change was made in order to be consistent with similar features throughout the application. 
  • CMD-2184: Admins are no longer able to edit usernames associated with an interface. This change was made to prevent Admins from changeing password expiration dates, and permissions fields from being modified. Modifying a username associated to an interface has negative consequences that affect the operational status of the interface. Note: If an Admin wishes to disable an interface please contact the Sales or Accounting Department for assistance.
  • CMD-2185: The Password Expires field within the Accounts tab is no longer an editable field. This change was put in place as a proactive security measure to prevent unauthorized access to an account. Note: Passwords will expire every 90 days.
  • CMD-2186: In the event a user is locked out of CollaborateMD because they have 10 consecutive failed login attempts, their username status will be changed to Locked. The Locked status is visible under the Accounts tab within the Status column. This change was made to prevent unauthorized access to an account. Note: Only an Administrator or a Support Specialist can reopen a user once locked. 
  • CMD-2201: Admins are now able to unlock a patient record even if the patient was locked in a previous version of the application that is no longer supported.

Claims

  • CMD-1113: Decimal place values can now be entered in the Transport Miles field of the Ambulance screen in the Misc Info tab of the Claims section.
  • CMD-1875: Patient payments can now be entered in the Claim section under the Charges tab. Previously only patient co-pays could be entered on this screen.
  • IDEA-28: Patient payment receipts can now be printed from the Claim, Payment, or Scheduler sections of the application. Previously this capability only existed for co-pays entered in the Claim or Scheduler sections.
  • IDEA-30: Users can now choose from a list of standard modifiers and descriptions. In addition, when hovering over the modifier the code and description will be displayed.
  • IDEA-48: Notes entered in the Patient, Claim, Appointment and Payment sections of the application will now display the claim id, payment id, or appointment id. This allows users to quickly see pertinent information related to claims, payments or appointments. associated to notes entered. 

Codes

  • IDEA-42:Users can now default the number of units for a procedure code via the Billing & Procedure tab within the Codes section. The units entered will automatically be populated on the line item of the claim whenever the corresponding CPT code is used.
  • IDEA-47: Users can now create alerts for CPT codes. Alerts can be created within the Alerts tab of the Billing & Procedure tab.

Control

  • Alerts can be controlled at the batch level with our new Alerts Control feature. You can now view, modify or delete alerts in an organized view. This new alert feature provides your business with the ability to manage, control and efficiently communicate business needs.
  • CMD-1805: Users can now search for Insurance Payment Amounts via the Claim Tracking and Claim Control tabs. 
  • CMD-2294:Users can now verify patient’s eligibility with our new Batch Eligibility feature. This feature allows users to retrieve a list of patients based on a set of search criteria (such as payer, next appointment date, etc) and run electronic eligibility checks on all or some of the patients returned. Watch the Batch Eligibility training module located on our Training website for more information on how to use this tool. Note: Please note that electronic eligibility checking is a fee based product not included in all price plans. Please contact CMD Sales if interested in upgrading.
  • IDEA-35: Patient payment receipts for past transaction can be printed via the Payment Tracking tab. To print a receipt first retrieve the payments you’re looking for. Once the payments are retrieved the “Print Receipt" button will be displayed in the far right column for all patient payment results.

Mac

  • MACUI-53: Updated Mac instance so that it will default to the "Windows" look and feel upon installation for the first time.

Idea Exchange

  • IDEA-28: Patient payment receipts can now be printed from the Claim, Payment, or Scheduler sections of the application. Previously this capability only existed for co-pays entered in the Claim or Scheduler sections.
  • IDEA-30: Users can now choose from a list of standard modifiers and descriptions. In addition, when hovering over the modifier the code and description will be displayed.
  • IDEA-42: Users can now default the number of units for a procedure code via the Billing & Procedure tab within the Codes section. The units entered will automatically be populated on the line item of the claim whenever the corresponding CPT code is used.
  • IDEA-47: Users can now create alerts for CPT codes. Alerts can be created within the Alerts tab of the Billing & Procedure tab.
  • IDEA-35: Patient payment receipts for past transaction can be printed via the Payment Tracking tab. To print a receipt first retrieve the payments you’re looking for. Once the payments are retrieved the “Print Receipt" button will be displayed in the far right column for all patient payment results.
  • IDEA-24: Users can now "Reply All" when responding to messages addressed to more than one recipient. 
  • IDEA-41: In the event a user attempts to exit the application while a mail message is composed, a warning message will appear asking if you would like to proceed exiting or if you wish to cancel the log-out process.
  • IDEA-34: Users can now capture patient’s deductibles and coinsurance percentages for each carrier. This is located under the Insurance tabs of the Patient section. 
  • IDEA-48: Notes entered in the Patient, Claim, Appointment and Payment sections of the application will now display the claim id, payment id, or appointment id. This allows users to quickly see pertinent information related to claims, payments or appointments. associated to notes entered. 
  • IDEA-50: Descriptions on the patient activity report have been improved to show the payer names instead of just “AT INSURANCE” or “SEND TO CLEARINGHOUSE”. 
  • IDEA-46: Alerts can now be created for payers within the Alerts tab of the Payer section. Payer alerts can be displayed in the Patient, Claim, Scheduler and Payment sections of the application.
  • IDEA-29: In EOB Auto-Apply, users can now search for EOB’s using the payer name, check date and check amount. 
  • IDEA-40: Removed the Viewed column from the EOB Auto Apply screen.  The information displayed in this column (whether or not the report had been viewed) was redundant with the Status column.
  • IDEA-43: Enhanced the Claim Payment screen within EOB Posting to auto populate the TCN field if only one TCN is associated with a particular claim.
  • IDEA-39: Added right click capabilities to the Eligibility tab of the Provider section. These right click capabilities include setting the Provider ID and/or Alternative ID columns for all rows or selected rows in the table.
  • IDEA-38: Added a new option the user Defaults for "Update CPT/ICD Default on Save". When this new system default is set to Yes, the "Check here to update patient cpt and icd defaults on save" in the Claim section will automatically be selected (user can still disable before saving the claim). When the new system default is set to No, the "Check here to update patient cpt and icd defaults on save" in the Claim section will automatically be deselected (user can still enable before saving the claim). By default, this default system option will be set to Yes for new and existing users.
  • IDEA-44 Alerts will now display the creator’s username and date created. Note: This information is only visible for alerts created in version 8.5 or higher. 

Messaging

  • CMD-1911: When selecting the Filter Table button via the Message Search tab, the columns that are currently displayed will automatically be selected. 
  • CMD-1948: When adding the same user to a message, you will now receive a warning message notifying you that “The user is already in the Recipients List”.
  • IDEA-24: Users can now "Reply All" when responding to messages addressed to more than one recipient. 
  • IDEA-41: In the event a user attempts to exit the application while a mail message is composed, a warning message will appear asking if you would like to proceed exiting or if you wish to cancel the log-out process.

Patient

  • CMD-2089: Users are now required to enter a date when using the claim update A or B options in the Misc Info tab of the Patient section. This change has been put in place to help prevent users from updating insurance information on unintended claims.
  • CMD-2191: Buttons at the top of the Patient section will no longer be accessible when the Claim Refile window is open.
  • IDEA-34: Users can now capture patient’s deductibles and coinsurance percentages for each carrier. This is located under the Insurance tabs of the Patient section. 
  • IDEA-48: Notes entered in the Patient, Claim, Appointment and Payment sections of the application will now display the claim id, payment id, or appointment id. This allows users to quickly see pertinent information related to claims, payments or appointments. associated to notes entered. 
  • IDEA-50: Descriptions on the patient activity report have been improved to show the payer names instead of just “AT INSURANCE” or “SEND TO CLEARINGHOUSE”. 

Payer

  • CMD-2007: Users can now resume filling out incomplete payer agreements via the Agreements tab of the Payer section. Please visit the Self-Service Portal for more information on how to retrieve incomplete agreements. 
  • CMD-2080: The warning message displayed in the payer section when selecting a payer that requires an agreement to be filled out has been updated. This message now reflects that the agreement can be filled out within the Agreements tab of the Payer section.
  • CMD-2100: Modified the Collaboration Compass link within the Payer section to use Internet Explorer when available for launching the Collaboration Compass website. The Collaboration Compass website advertises as best viewed within Internet Explorer and has compatibility issues within other browsers.
  • CMD-2273: Email fields within the payer agreements registration steps now supports underscores ( _ ).
  • IDEA-46: Alerts can now be created for payers within the Alerts tab of the Payer section. Payer alerts can be displayed in the Patient, Claim, Scheduler and Payment sections of the application.

Payment

  • CMD-1801: The "Apply Selected Check" option in the Run Auto Apply screen of the Payment section will now be disabled until one or more checks have been selected.
  • CMD-2268: Column headers within EOB Posting can now be sorted.  
  • CMD-2509: Removed "Viewed" column from the Auto Apply Generated Report tab of the EOB Auto Apply screen.  The information displayed in this column was redundant to the "Status" column.
  • IDEA-28: Patient payment receipts can now be printed from the Claim, Payment, or Scheduler sections of the application. Previously this capability only existed for co-pays entered in the Claim or Scheduler sections.
  • IDEA-29: In EOB Auto-Apply, users can now search for EOB’s using the payer name, check date and check amount. 
  • IDEA-40: Removed the Viewed column from the EOB Auto Apply screen.  The information displayed in this column (whether or not the report had been viewed) was redundant with the Status column.
  • IDEA-43: Enhanced the Claim Payment screen within EOB Posting to auto populate the TCN field if only one TCN is associated with a particular claim.
  • IDEA-48: Notes entered in the Patient, Claim, Appointment and Payment sections of the application will now display the claim id, payment id, or appointment id. This allows users to quickly see pertinent information related to claims, payments or appointments. associated to notes entered. 

Practice

  • CMD-1764: Other Office Locations can now be set to inactive. Once set to inactive, these locations will no longer appear throughout the application.

Provider

  • CMD-2329: Alerts can now be created for providers within the Alerts tab of the Provider section. Provider alerts can be displayed in the Patient, Claim, Scheduler and Payment sections of the application.
  • CMD-2454: Updated the Eligibility User ID field within the Provider section so that it is now visible to all users.
  • IDEA-39: Added right click capabilities to the Eligibility tab of the Provider section. These right click capabilities include setting the Provider ID and/or Alternative ID columns for all rows or selected rows in the table.

Reports

  • RPT-555: We've enhanced our Reporting capabilities to include Central Business Intelligence (CBI) that provides interactive exploration, visualization and analysis of data. Our new Central Business Intelligence tool includes a Report Builder & Viewer. 
    • Report Viewer: Select from over 100 standard reports to effectively monitor and manage your business performance. Significant enhancements have been made to these reports from our 
      previous application versions including a more modern look and feel, the ability to select multiple items at once from filter lists, opening patient and claim records directly from within a report, charting, saving commonly used filter criteria, and advanced excel exporting to meet all of your business needs. 
    • Report Builder: Create custom reports and share those reports with other users within the same account. Custom reports can be created from “scratch” or built by modifying existing reports.
  • Important: The following changes have been made to existing reports: 
    • Daily/Monthly Charges & Payments Report: These reports have been broken out into three separate reports with equivalent information. These reports include the Daily/Monthly Charges and Debits, Daily/Monthly Patient Payments/Adjustments, and Daily/Monthly Insurance Payments/Adjustments. Note: Running the Activity Summary report will provide you with the same combined totals the Daily/Monthly Charges and payments report previously did. 
    • Blank Superbills Report: This report has been removed from the list of standard CollaborateMD reports. Please visit the Superbill Templates & Guides page on the Training website for information on how to create and customize Superbills.
    1. New Patient Form: This report has been removed from the list of standard CollaborateMD Reports. Please visit the FAQ Sheets & Forms page on the Training website for an updated and improved version of the New Patient form. 
    2. Patient Address Labels: This report has been removed from the list of standard CollaborateMD reports. Equivalent functionality has been added to the Batch Printing tab within the Control section of the application.
    3. Patient Alerts: This report has been removed from the list of standard CollaborateMD reports. Equivalent functionality has been added to the new Alert Control tab via the Control section of the application. 

Scheduler

  • CMD-1942: Added an Inactive column to the Status tab's search window via the Scheduler section. The window appears when you select the Find button.
  • CMD-2119: The layout of the Options tab within the Scheduler section has been improved. The appointment status colors and icons are now displayed side by side to allow more rows to be visible.
  • IDEA-28: Patient payment receipts can now be printed from the Claim, Payment, or Scheduler sections of the application. Previously this capability only existed for co-pays entered in the Claim or Scheduler sections.
  • IDEA-48: Notes entered in the Patient, Claim, Appointment and Payment sections of the application will now display the claim id, payment id, or appointment id. This allows users to quickly see pertinent information related to claims, payments or appointments. associated to notes entered. 

System

  • CMD-2233: The CollaborateMD Blog window on the main log in screen of the System section will now refresh automatically every 2 hours.
  • CMD-2332: Task Reminders that include links will now display what accounts the reminder is associated to. This information is visible by double clicking on the link and viewing the tool tip. This change was made to aid users who have access to multiple customer accounts.
  • IDEA:38: Added a new option the user Defaults for "Update CPT/ICD Default on Save". When this new system default is set to Yes, the "Check here to update patient cpt and icd defaults on save" in the Claim section will automatically be selected (user can still disable before saving the claim). When the new system default is set to No, the "Check here to update patient cpt and icd defaults on save" in the Claim section will automatically be deselected (user can still enable before saving the claim). By default, this default system option will be set to Yes for new and existing users.