Introduction to CollaborateMD Version 10!

Описание

To help you get started in version 10 (v10) we've made an introduction video that explores the tools and features of v10 at a high level. It reviews how to manage your account, create claims, post payments, run reports and simplify your billing process. (Click Show More for Timestamp Links)


2:36 - Account Administration - How to edit account information, add payment profiles, view invoices and payment history.
3:35 - Customer Management - How to add/edit new customers as a billing service or medical practice with multiple locations and manage which user access.
4:53 - Customer Setup Section - Overview of the Practices, Providers, Facilities and Referring Providers sections.
7:41 - Where to add new payers, configure clearinghouse connections and other Billing Options and settings per payer.
8:46 - Payer Agreements - Reviews how to complete a payer agreement.
9:54 - Patient Section - Where to add/edit patient demographics, insurance, claim information, claim defaults and billing information.
11:02 -Claim Section - How to create and send Professional, Institutional and NY Worker’s Comp claims.
12:48 - Claim Tracker- Where to monitor and follow-up on claims to ensure they were received by the payer.
13:22 - Where to Post Insurance and Patient Payments including In-app credit card processing.
14:37 - How to find and view your recently ran reports and favorite reports.
15:46 - Report Builder - Overview of how you can build custom or templated reports.
16:12 - Knowledge Center - How to access the Knowledge Center for more tools, tips, and resources.