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Sneak Peeks 2


In this Sneak Peek 2 preview, we will provide you with Version 9.4 Automated Sneak Peeks. You will be able to follow along within each area below to see the feature enhancement in action.

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. 

Real-Time Claim Submission


Real-Time Claim Submission gives you on-demand visibility into your claim. Now, you can rest assured your Accepted claims are on their way to the Payer, and Rejected claims can be quickly corrected, within seconds of submission. 

How it works:  Your claims will still be scrubbed for tens of thousands of clearinghouse edits, but your claim can be reviewed and edited within seconds of submission. All Accepted claims will automatically be passed on to the insurance payer immediately (based on this option being selected). Rejected claims will show the real time results and rejected reason so you can make updates on the fly. Real-Time Claim Submission means less claim rework to perform and accelerated reimbursements so you get paid faster. 

Anywhere within the application, where you can update a claim status, CollaborateMD will accommodate this new feature. This includes the Claim, Payment, and Control sections. The Automated Sneak Peeks below are shown in 3 parts:

          1. Real-Time Claim Submission with an Individual Claim (1 of 3)
          2. Real-Time Claim Submission with a Batch of Claims (2 of 3)
          3. Real-Time Claim Submission Activation (3 of 3)

1.   Real-Time Claim Submission with an Individual Claim (1 of 3)

This first Automated Sneak Peek will show Real-Time Claim Submission with an Individual Claim. We will demonstrate an Accepted claim result and then a Rejected claim result, which can be quickly corrected within seconds of submission.

(This Automation loops every 47 seconds)


2.   Real-Time Claim Submission with a Batch of Claims (2 of 3)

This second Automated Sneak Peek will show Real-Time Claim Submission with a Batch of Claims. See how easy it is to batch and send claims for on-demand visibility into Accepted and Rejected claims.

(This Automation loops every 35 seconds)



3.   Real-Time Claim Submission Activation (3 of 3)

This third Automated Sneak Peek will show you how to activate Real-Time Claim Submission. The Practice section was updated to allow users to setup a Default configuration of this new option. With Real-Time Claim Submissions you may choose from the following options:

·         Automatically validate and submit the claim choose this option and get real time claim results along with real time claim status. Claims “Rejected” will be set to “Rejected at Clearinghouse”. Claims “Accepted” will be set to “Claim at Insurance”. 

·         Automatically validate, but do not submit the claimschoose this option to obtain real time claim results. However, your claim status will not be updated in real time. Your claim status will remain “Send to Insurance via Clearinghouse” until we automatically batch process your claims at 11:00 PM Eastern Standard Time. Results and claim statuses will be available the next day, per the current claims workflow.

·         Do not validate or submit the claim automaticallychoose this option and your workflow stays the same as it does today. Your claim status will remain “Send to Insurance via Clearinghouse” until we automatically batch process your claims at 11:00 PM Eastern Standard Time. Results and each claim status will be available the next day, per the current claims workflow.

Accounts with multiple customers, such as our Medical Billing companies, can easily copy a default configuration to all customers, using a single click.

(This Automation loops every 21 seconds)



NPI Registry Enhancement


This enhancement to the NPI Registry button will allow you to perform searches against the NPI Registry based on provider name, location, specialty, and more, directly from within CollaborateMD. You can quickly view information and automatically add new providers or organizations into CollaborateMD from the search results. You have to check out this Animated Sneak Peek below to see how v9.4 will save you time by adding a provider directly from the NPI Registry into CollaborateMD.

(This Automation loops every 45 seconds)



Reorder Columns on the Claim


Smart software vendors know that every business is different. We recognize when you bill your claims your workflow can be different than the office next door. CollaborateMD offers this exciting enhancement to reconfigure the ordering of columns in real time on your Charges tab, located within the Claim Section. The ordering of columns configuration is saved on a per user and per customer basis, in real time. Watch this Animated Sneak Peek to see how easy it is to drag and drop columns, and quickly save time on your charge data entry activities.
(This Automation loops every 20 seconds)

Label Printing Enhancement


Ensuring your dates are accurate when you use our custom label printing is important to your business. So, whether you need to print a label for a past date or future date, we’ve got you covered. Watch this Animated Sneak Peek and see how to add a new Custom Date field to labels. Then, watch as a single label is printed and the new pop-up window allows you to quickly adjust the date to meet all your label printing needs! 

(This Automation loops every 36 seconds)




Watch for additional v9.4 Sneak Peeks that will provide you with an opportunity to view the upcoming new features related to Patient Insurances, Multiple Authorizations, Claim Follow-Up Module, User Feedback enhancements and much more…