What's New v.9.2 - Archived

Admin

  • CMD-4232: We've enhanced the Default Time Zone settings located within the Edit User window to match users PC Time Zone settings.
  • CMD-4234: We've implemented a feature that will allow users to request patient demographic updates for the Practice Fusion interface. If enabled, users will be able to specify whether or not they would like the given interface to update their patient information in CMD based on the info received via the Interface.
  • CMD-4524: Users can now request for 835/837 File Delivery within the Services tab. Please see the Services Help Page for more information.
  • CMD-4827, CMD-4826, and CMD-4903: CollaborateMD now supports sending automatic Text Reminders to your patients allowing them to confirm or cancel their appointment using their mobile device. Please contact us for more information about enabling this feature. These system updates include: 
    • The option to enable Text Reminders within the Services tab
    • The Appointment Reminders report has been updated to include Text Reminders.
    • Patients can opt-in to receive text reminders.

Claim

  • CMD-4671: Removed the specialized forms screen with the Additional Info tab. For information on how to bill NY Workers Comp claims, please see Workers Comp Claims Help Page.
  • CMD-4676: Implemented support within the Additional Info tab to support box 11b "Other Claim ID" of the 02-12 claim form. 
  • CMD-4828: Enhanced the Frequency drop down menu for Professional claims to display the ANSI values followed by the Frequency description. 
  • CMD-4881: Drug Code information for outpatient billing is now supported when creating Institutional claims. Note: For paper claims, drug codes will only be sent if the Rev Code is 0636, which is a specific code for a prescription drug that requires specific coding. 
  • IDEA-80: When searching for claims within the Claim section, the Claim Search window will now display the current Claim Status when searching for claims. Note: The claim status will be set to the status of the last charge on that claim.

Code

  • CMD-4648: The Diagnosis tab has been enhanced to support 7 characters to accommodate ICD-10 mandates for code sets.
  • CMD-4855 & CMD-4883: Made several improvements within the application to support ICD-10. These improvements include: 
    • Users can now add ICD-10 Diagnosis Code from Master List in support of the October 2015 compliance date.
    • Users can now add ICD-10 Procedure codes from Master List in support of the October 2015 compliance date.
    • Added an ICD Crosswalk tool within the Diagnosis tab of the Codes section and the Charges tab of the Claim section that will allow users to map codes and easily translate ICD-9 codes to ICD-10 codes and vice versa. 
    • Updated the Clearinghouse Information window within the Payer section to include if the payer supports ICD-9 or ICD-10 codes. 
    • Implemented Dual Coding capabilities within the Claim section to allow coders to practice using ICD-10 codes before the required transition date. Taking advantage of the opportunity to dual code, at least a small number of your claims, will be one of your most valuable tools to prepare for the implementation of ICD-10. 

Control

  • CMD-4801: Claim Control will now check for duplicate DOS when updating the claims default billing status, similar to the Claim section duplicate DOS check. 
  • IDEA-86: In Claim Control, users can now search by Claim Follow-Up Dates. This can be used in conjunction with the Claim Follow Up enhancements located within the Payer section.

Idea Exchange 

  • IDEA-80: When searching for claims within the Claim section, the Claim Search window will now display the current Claim Status when searching for claims. Note: The claim status will be set to the status of the last charge on that claim.
  • IDEA-79: When creating claims for Self-Pay patients within the Patient section, the system will no longer require a Diagnosis Code to be associated to the claim and charge statuses will automatically be set to Balance Due Patient.
  • IDEA-75: Claim Defaults has been enhanced to "Include accident and illness information on claims for all patients."  This feature will automatically populate the Injury/Accident date shown in the Patient section under the Claim Defaults tab on all future claims created once checked.  If user un-checks the box in the Patient section under Claim Defaults a warning message will pop up inactivating "The practice for this patient is set up to include accident and illness information on claims for all patients" and "You may not turn off for this patient".
  • IDEA-82: Added functionality under Advanced Options to "Highlight the Messaging icon when you have unread messages". Selecting this option will highlight the icon with a yellow background.
  • IDEA-83: You can adjust the "Background Color" of your CMD application to improve the readability of text. This feature is located under Advanced Options and the options available are  White, Light Gray, and Dark Gray. 
  • IDEA-76: When accessing the Claim and Patient section, users will be alerted in the event a patients insurance is no longer effective. The message will say, "This patient has insurance that is no longer effective. Please select any insurance that you would like to archive. This insurance will be removed from the patient record, and added to the Patient's Insurance History for Future reference."  
  • IDEA-84: Implemented improvements for claim follow up management within the Payer section to allow users to automatically set the follow up date for a claim when billed to a payer.  These updates were implemented in the following sections:
    • Payer section under the General Options tab "Automatically set Claim Follow-up dates" and the "Copy this Follow-Up Configuration to" other payers
    • Control section within Claim Control "Claim Follow-up Range"

Patient

  • CMD-4426: Face Sheet/Ledger/Notes "Print Options" has been enhanced to allow users to specify a Date Range prior to printing the results. 
  • CMD-4854: The Patient and Scheduler sections have been enhanced to support appointment reminder defaults/settings. The settings include:
    • Send appointment reminder by Text, Phone, or Both 
    • Do not send reminders for this patient 
  • IDEA-79: When creating claims for Self-Pay patients, the system will no longer require a Diagnosis Code to be associated to the claim and charge statuses will automatically be set to Balance Due Patient.
  • TXN-322: Added support for specifying an organization as the insured policy holder for a patient. The relationship drop down now has a new choice for "Other (Organization)".

Payer

  • CMD-4694: We've enhanced the "Clearinghouse Information" dashboard within the Payer Information tab to now display if the payer "Accepts Secondary Electronic Claims".
  • We've enhanced the Clearinghouse Information dashboard within the Payer Information tab to now display in the payer accepts ICD-9 or ICD-10 codes. 

Payment

  • Several enhancements have been made to the Payment section to support the redesign. For more information about these enhancements please see Sneak Peek 3.

Practice

  • IDEA-75: Claim Defaults has been enhanced to "Include accident and illness information on claims for all patients."  This feature will automatically populate the Injury/Accident date shown in the Patient section under the Claim Defaults tab on all future claims created once checked.  If user un-checks the box in the Patient section under Claim Defaults a warning message will pop up inactivating "The practice for this patient is set up to include accident and illness information on claims for all patients" and "You may not turn off for this patient".

Provider

  • CMD-4885: Real-Time Submitter Number submissions and the ability to move providers straight to PROD (Production) mode have been added to allow your back office to begin processing claims immediately. Note: Authorized Reps can move Provider(s) into Production Mode once a Submitter Number is assigned to the Provider(s). In order for a User or Admin to move a Provider into Production Mode,  permission for Account Setup must be set to Allow. 

Reports

  • Created three new reports in support of the Integrated Payment Processing (IPP) feature. These reports include: 
    • Merchant Payments 
    • Payment Portal Logins 
    • Payment Portal Registrations 
Please reference the Report Descriptions Guide for a full description of these reports. 

System

  • CMD-4124: Users can now choose to "Include Tax Id on patient receipts". 
  • CMD-4421: Users can now "Auto -populate copay amount on Institutional claims".
  • CMD-4592: Users can now "Close reports when switching accounts". 
  • IDEA-82: Added functionality under Advanced Options to "Highlight the Messaging icon when you have unread messages". Selecting this option will highlight the icon with a yellow background.
  • IDEA-83: You can adjust the "Background Color" of your CMD application to improve the readability of text. This feature is located under Advanced Options and the options available are  White, Light Gray, and Dark Gray. 
  • CMD-4767: Users who have not configured their security portion of their User Profile will be required to complete two (2) security questions and responses as well as enter a 4 digit Call-in PIN. The Call-in PIN will be used to verify and validate your identity when contacting CollaborateMD while the security questions and responses can be used for password recovery. Users will have 2 attempts to bypass the prompt but the third request will be required. 

Various

  • CMD-3872: Users will now be alerted when existing Claims or Patients are saved with the same payers.
  • IDEA-76: When accessing the Claim Control and Patients section, users will be alerted in the event a patients insurance is no longer effective. The message will say, "This patient has insurance that is no longer effective. Please select any insurance that you would like to archive. This insurance will be removed from the patient record, and added to the Patient's Insurance History for Future reference."  
  • IDEA-84: Implemented improvements for claim follow up management within the CollaborateMD to allow users to automatically set the follow up date for a claim when billed to a payer.  These updates were implemented in the following sections:
    • Payer section under the General Options tab "Automatically set Claim Follow-up dates" and the "Copy this Follow-Up Configuration to" other payers
    • Control section within Claim Control "Claim Follow-up Date Range"