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CollaboratePMS - Practice Management Software
To read about our CollaborateEMR click here.
To read about our CollaborateP2P+ click here.
Below lists several of the main components of our Practice Management Software. For an overview of each component please view the demonstration videos to the left. For a detailed view of our medical billing software please request a FREE trial account by clicking here.
Below are some of the major points of CollaboratePMS that will make your life easier. Please, make sure to view some of the CollaboratePMS videos on the left to see for yourself how easy our system is to learn and use.
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Claim Validation
With our Claim Validation Engine, you can inspect your claims for errors before having them submitted to the clearinghouse. Our validation engine includes hundreds of thousands of edits for CCI, HIPAA, and carrier-specific problems. This is just one more way our practice management system helps speed up payments for electronic claims processing.
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Claim Tracking
With our Exclusive Claim Tracking section you can easily view and manage all of your claims that have been sent to the clearinghouse. Numerous selection criteria allow you to view only rejected claims, view claims rejected with a specific message, and much more. Results can be grouped by Payer, Submit Date, and much more. By right clicking on the claims listed on the report users can open the claim, patient, provider, or payer for editing.
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Claim Control
Claim Control allows users to easily change the status of groups of claims. For instance, assume all claims in a week for a certain Payer rejected for invalid provider number. The user can update the provider number and go into Claim Control and reflag just those claims to be resent to the Payer.
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Appointment Scheduler
We provide one of the best, full-featured appointment schedulers that allow for customized schedules per resource, custom colors for appointment status, daily or weekly view, open slot search, block times, wait list, and much more.
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Reports, Reports, Reports
Over 75 standard reports are inside the software to help your office manage your office and your receivables. Multiple reports can be run at once and a new tab is opened for each report created. This enables users to view multiple reports at once. All reports can be exported for use in Microsoft Excel. Every report has numerous selection criteria that can be used prior to running any report.
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Patient Records
Patient data is organized into tabs on the same screen, so you can quickly find what you need without endlessly searching through the system or referencing separate software. Point-and-click navigation moves you easily through the patient's demographic information, insurance, financial history, appointments, uploaded documents, eligibility checks, claim and statement activity history, and much more.
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Batch EOB Posting
With our batch EOB posting you can enter all of the payments from one check at a time. This feature allows you to balance the check amount and optionally stop in the middle of posting a check and finish it later. Once a batch is posted you can retrieve it at any time to make additional changes and commit the check once you are finished.
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Line Item & Account Posting
Our line item posting section allows for the posting of payments and credits to individual charges. This section is useful for posting copays, patient deductibles and credits to specific charges. The account posting section allows for posting of payments or credits prior to the charge existing. Once the charge is entered you can transfer the payment to the charge.
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Electronic Remittance Advice (ERA)
With ERA, you receive your remittance advice (EOB) electronically that can be reviewed in the system and automatically post payments and adjustments to each by charge. Automatic posting improves accuracy, reduces data entry costs, and results in rapid patient statement processing. You no longer have to wait for the paper EOB to arrive in the mail.
Users can customize the workflow based on the remittance advice codes received in the ERA file. For example, code "MA18 - Claim Forwarded" can be set to mark the claim "At Secondary Insurance" so that you do not send a claim that was automatically forwarded to the secondary from the primary.
After automatically applying the check users can view the "Unapplied Money" report to see what claims, if any, the system could not apply the full payment. From this report, users can simply bring up the check under EOB Posting and make any necessary changes.
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Batch Print Claims and Patient Statements
Our batch claim printing feature allows you to retrieve a group of claims ready to be printed on a HCFA or UB92. Once you have reviewed and selected the claims, you can print the complete batch at once. Our batch statement printing allows you to select patients by several criteria, review the patient and their balances, then print all of the statements at once.
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Document Imaging and Storage
Our document and imaging feature lets you view
scanned documents and images (such as insurance cards,
lab results, reports) directly from the patient record,
even if they were scanned at another location. Images can be linked to patients, claims, and checks.
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Electronic Patient Statements
Electronic statements allow you to have us automatically
generate and mail statements daily while avoiding the
costs of labor, stamps, stationery, envelopes, printing,
sorting, stuffing and addressing. You set the criteria for printing such as account type(s), minimum balance, and number of times printed.
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EMR Interfaces
Our practice management and appointment scheduling software can interface with several third-party healthcare solutions that utilize the standard HL7 interfacing protocol. This interface allows patient and charge capture data to flow to and from the third-party system. CollaborateMD interfaces with EMRs, Labs, and Prescription companies. Contact us if your desired EMR is not on our list as several interfaces are in development.
Our system currently has interfaces with:
MediNotes, Sevocity, Physician's Back Office MD, LabCorp, MediMobile, and Quest Diagnostics.


















