People who leave, part-day time off, open shifts, work quality checks, training, daily targets, staffing forecast
- Deactivating someone now hands over their work: off the work queues, open tasks to teammates, requests withdrawn, clocked out
- Time off for a morning, an afternoon or set hours, counted as part of a day in leave balances
- Open shifts: post hours nobody covers, someone claims them, an administrator confirms
- Work quality checks: a random sample of each biller's claims and postings, checked by someone else, with accuracy against a target
- Training and certifications: yearly HIPAA training sign-off and certifications with expiry reminders
- Daily targets per person, with progress on the dashboard and in the hours report
- Workload forecast on Team week: expected queue work against the hours scheduled
Timesheets, time corrections, night and holiday pay, leave balances, clock reminders, team week
- Weekly timesheets: each person submits their week, an administrator approves it, and approved weeks are locked
- Time corrections with a reason, asked for by the person or made by an administrator, with the times before and after in the audit log
- Night differential and holiday pay on the pay worksheet, and a payroll CSV download
- Leave allowances and balances in working days, with a warning when a request goes over
- Reminders when a shift started and nobody clocked in, or someone forgot to clock out
- Team week: everyone's shifts on one grid in your time zone, with the hours nobody covers in red
Shifts: breaks, overtime and pay, time-off requests, swaps, holiday calendars
- Breaks when clocked in, not counted as hours worked
- A pay worksheet: regular and overtime hours by each person's weekly and daily rules, and gross pay in their currency
- Time-off requests that an administrator approves; cancelling approved time off moves the tasks back
- Shift swaps: a teammate accepts, an administrator approves, and the hours move across time zones
- Holiday calendars for the US, the Philippines, Pakistan and India, plus holidays you add
- Office networks for clocking in: flag or refuse a clock-in from elsewhere
- Work queue due dates count the assignee's working days
Biller shifts across time zones
- Each biller's time zone and weekly hours, including night shifts past midnight; see who is on now and when everyone is next on
- Time off: work queues skip people who are off, and their open tasks move to teammates on the same queue
- Clock in and out, and a handover note the next shift sees on its dashboard
- Coverage alerts when a queue has nobody available or tasks are due while their owner is off
- Hours and output: tasks, claims and postings per hour by person
Maintenance: keeping current without surprises
- Settings, Maintenance: fee schedules, payer contracts, credentials, chargemaster, single sign-on certificate and API keys that are going out of date, with morning notifications
- A release calendar for every CMS code set: which file is due or overdue, with the CMS page, and a weekly notice to the platform's operators
- Every HIPAA X12 version in one place, ready for the next mandated version
- A monthly check for security advisories and for the runtime's end of support
Locum tenens, HMO referrals, therapy plans of care, superbills, other-insurance check, expiring cards, statement cycles, interpreters
- Substitute physicians: locum tenens (Q6) and reciprocal (Q5) billing with the substitute's NPI on record and Medicare's 60-day limit
- HMO referrals with visit counts; the referral number goes on the claim (REF*9F) and a missing one is flagged
- Therapy plans of care: certification within 30 days, recertification every 90, checked on Medicare therapy claims
- Superbills patients can file with their own insurer for out-of-network reimbursement
- Online check-in asks once a year about other insurance, before a coordination-of-benefits denial
- Expiring cards on file: patients replace the card from a link without being charged, keeping autopay
- Statement cycles spread statements across the month by last name
- Interpreter log for language access, with Medicaid T1013 units where the state pays
Bankruptcy and estates, returned mail, adult dependents, front-desk collections, referral sources, privacy complaints, cost to collect
- Bankruptcy and deceased-patient holds stop statements, reminders, card charges and collections; a discharge or estate settlement closes them with the right write-off, and an estate claim letter prints itemized
- Returned mail stops mailings to an address until it is corrected, however it is corrected, and reminds the front desk at the next visit
- Dependents who turn 18 get their own statements unless they agree to keep the guarantor
- Front-desk collections: copays and prior balances collected at the visit against what was due, by location, week and staff
- Referral sources on registration, with new patients, visits and collections by source and by referring physician
- Privacy complaints log, from receipt through investigation, mitigation and the answer
- Cost to collect: monthly billing costs, plus agency commissions, as a share of collections
QMB protection, family accounts, cash close, agency commissions, missed-appointment fees, denial root causes, chargemaster, provider pay
- Qualified Medicare Beneficiaries: Medicare cost-sharing is kept off statements, reminders, card charges and collections, and written off in one step
- Family accounts: a guarantor gets the statements, the family's balances are shown together, and one payment is spread across them
- Daily cash close: cash, checks and cards counted against what was posted, with a note required for any difference
- Collection agency recoveries post in full to the patient, with the agency's commission in the accounting journal and a comparison of agencies
- Missed-appointment fees under a policy the patient agreed to: charged once, never to insurance or Medicaid patients, and waivable with a reason
- Denial root causes by the team that can prevent them, with the preventable share by month
- Chargemaster for facility claims, pricing UB-04 lines, and a standard charges file laid out after CMS's template
- Provider compensation worksheet: collections or work RVUs, with a base and bonus if the plan has one
Duplicate patients, a locked month-end, provider questions, write-off and registration analysis
- Duplicate patients found by name and date of birth, member ID or phone, and merged with every visit, claim and payment
- Month-end close locks the month, with an A/R rollforward that has to reconcile to the cent
- Questions to providers hold the claim until they are answered
- Medicare therapy checked against the year's KX threshold and review amount
- Write-offs record why, and a report splits avoidable from contractual and policy write-offs
- Registration quality: rejections and denials traced to the field and to who entered the policy
- Personal injury cases hold the balance under a lien until the settlement is posted
- Internal coding audits: a random sample per provider, scored against the notes
October 1 code changes, privacy requests, unclaimed credits, contract calendar
- Diagnosis code changes: the codes your practice uses that FY 2027 deletes or splits, where they are on open work, and their replacements
- ICD-10-CM checked by the date of service from the new year's file and its addenda, including the new QA codes; U codes such as U07.1 now pass the format check
- Privacy requests: patients' requests for records and accountings of disclosures on their HIPAA deadlines, with a disclosure log
- Unclaimed patient credits: dormancy you set by state, the due-diligence letter, and the report
- Year-end payment receipts, one patient or all at once, and in the patient portal
- Statements and the portal explain each balance in plain English or Spanish from the payer's reasons
- Contract calendar with renewal and notice dates, and reminders before each notice date
- Deductible and out-of-pocket kept current from the payer's 835s between coverage checks, and used in estimates
- Medicare lab, imaging and equipment claims checked against CMS's ordering and referring file
Setup for yearly files, warnings that became denials, and a hardening pass
- Setup checklist: which yearly CMS files and practice settings are missing, and what each one makes possible
- Warnings that became denials: each scrub warning by payer, how often those claims were denied, and when to block it
- Practice downloads now include coverage checks, and a test fails if a new table is left out of the download or the account deletion
- Sliding fee discounts post only for people allowed to adjust balances; appeal decisions are recorded by the same roles
- Faster reports on large practices: a claim's denials, corrected claims and missed charges are now indexed
- Anesthesia claims show base plus time units once CMS's base unit file is loaded
- Help for every menu and settings page, with a test that keeps it that way; more pages in the accessibility checks
Fee schedule check, batch appeals, collection safeguards, time-based visits
- Unlisted and unclassified codes carry their description on the 837P and the CMS-1500, and are stopped without one
- Fee schedule check: charges below what a payer allows, with a suggested charge
- Every 835 line kept with its allowed amount, including remittances posted before
- Batch appeals: one letter for a payer's same-reason denials, each still tracked on its own
- Self-pay bills $400 or more over the good faith estimate flagged before statements go out
- Optional coverage re-checks in January, when deductibles reset
- Collection safeguards you set, checked before an account goes to an agency
- Office visit time checked against the level, with prolonged service time (99417, or G2212 for Medicare)
Care gaps, card on file, timely filing proof, payer refund demands
- Proof of timely filing assembled from your submissions and acknowledgments, and added to timely filing appeals
- Care gaps: annual wellness visits due (with reminders), chronic care management candidates, and HCC recapture
- Card on file: patients can authorize charges after insurance up to a limit, with a notice three days before each one
- Modifier 25 and 59 use per provider, with a sample of claims to review
- Payer refund demands tracked to their deadlines, with a dispute letter, and settled when the payer takes the money back
- A primary EOB page rebuilt from the 835, to send with paper claims to secondary payers
Duplicate claims, No Surprises Act disputes, sliding fees, contract and lag reports
- The same service billed twice to the same payer is stopped before it goes out, unless a repeat modifier explains it
- The birthday rule for children on both parents' plans
- Out-of-network payment disputes tracked on the No Surprises Act's business-day deadlines
- A sliding fee scale against the poverty guidelines you enter, applied to what eligible patients owe
- Contract comparison: each payer against Medicare's fee schedule, with a what-if rate
- Charge and submission lag by provider
- Medicaid managed care plans caught from the eligibility response, and an optional monthly Medicaid re-check
- Split/shared facility visits (FS) and teaching-physician modifiers (GC, GE) checked
Global periods, Medicare Advantage, care management, records requests, prompt-pay interest
- Visits and procedures inside a surgery's global period are caught before the claim goes out; routine post-op visits go in as 99024 at $0.00
- Patients Medicare says are in a Medicare Advantage plan are flagged, and claims to traditional Medicare for them are stopped
- Supervising provider on claims, and provider credentials: Medicare checks expect 85% for NPs, PAs and CNSs
- Chronic care management, behavioral health integration and remote monitoring: consent, minutes through the month, and billing when it ends
- Frequency limits (once a year, once in a lifetime) as payer edits, counted from the patient's own history
- Records requests (ADR, RAC, TPE, audits) tracked to their due date, with the claim held until the records are sent
- Productivity report: work RVUs per provider and each provider's E/M level mix, with a random sample for review
- Prompt-pay interest on late commercial payments under your state's statute, with a letter per payer
Drug codes, payer takebacks, appeal levels, ABNs and the 60-day rule
- NDC, quantity and unit on drug lines, sent on the 837P and printed on the CMS-1500
- Payer takebacks on an 835 (PLB) post to the claim they are for; interest is shown with the check
- Coverage checked automatically for tomorrow's appointments, with a note for the front desk
- Appeal levels with their deadlines, including Medicare's five levels
- Advance Beneficiary Notices recorded per patient; GA added to covered Medicare lines and checked on claims
- Medicare and Medicaid overpayments show their 60-day return deadline, with a reminder before it passes
- Telehealth checks: place of service, modifiers and Medicare's telehealth list
- Inpatient procedure codes (ICD-10-PCS) on facility claims, and a plain-paper UB-04 to print
Medicare pricing, who pays first, therapy and anesthesia, passkeys
- The Medicare physician fee schedule for your locality: underpayment checks on Medicare claims, and contracts as a percentage of Medicare
- Medicare Secondary Payer questions decide which plan is billed first; crossovers to supplemental insurers are not billed twice
- Therapy minutes with the 8-minute rule and discipline modifiers; anesthesia billed in minutes
- Text message registration with US carriers (A2P 10DLC or toll-free), checked from your Twilio account; HELP answered automatically
- Sign in with a passkey: no password or code, and it cannot be phished
- MIPS quality measures: codes added to qualifying claims at $0.00, and a quality report
- Import mappings for other systems' exports can be shared with every practice
- Diagnosis search stays instant with the full ICD-10-CM list
Full code sets, paper claims, and any clearinghouse
- ICD-10-CM loaded by fiscal year: every diagnosis is checked as billable and valid on the date of service, and searched as you type
- HCPCS Level II checked on claims; practices add their own procedure codes, descriptions and fees from a spreadsheet
- Print a claim on the CMS-1500 (red form or plain paper), with an alignment test
- Workers' comp and auto accident claims: related causes, accident date and state, and the insurer's claim number
- Send claims through any clearinghouse by file, and upload the 999, 277CA and 835 that come back
- Look up an NPI in the national registry to fill in a provider, practice or referring provider
- Subscription invoices in the app, and a warning before claims pause for a failed payment
- A public security questionnaire with the latest backup restore test
Claims for dependents, Medicare filing, and a separate demo
- Fixed: a claim for a patient on someone else's plan (a child, a spouse) now names the insured person as the subscriber and the patient separately, as payers require; eligibility checks do the same
- Fixed: Medicare Part B and Medicaid claims carry their own filing indicator instead of the commercial one
- Insurance records the insured person when it is not the patient, and Medicare member IDs are checked as MBIs
- Register self-pay patients without insurance; states chosen from a list, and phone numbers and ZIP codes checked
- Try the demo practice in one click from /demo; the sign-in page no longer shows demo accounts
- Solo providers can bill under their own NPI; lab claims carry the practice's CLIA number, and a referring provider can be entered at charge entry
- The full CMS place-of-service list, a taxonomy code picker, and Medicare's one-year filing limit by default
Times on your clock, and a tidier app
- Every time shown in the app is on the practice's clock, with its time zone (9:05 AM EDT), and dates read the US way
- One setup checklist, from an empty practice to the first paid claim, with a link to each step
- Tab titles on every page, loading and error screens, clearer claim statuses, and lists that turn into cards on a phone
- A shorter menu: settings pages live under Settings, and search finds every one of them
- New Business Associate Agreement and Accessibility pages
Reminders at the practice's own hour, and a waitlist that keeps asking
- Waitlist offers nobody takes within 30 minutes go to the next people on the list; patients say which hours they can come
- Patients can ask to join the waitlist from the online booking page
- Morning-of and day-before reminders go out at each practice's own hour
- The schedule shows reminder texts that did not reach the phone, so the front desk can call
- Single sign-on users confirm with their identity provider before opening a restricted record
- Two-factor can be required for administrators and anyone who can export; new practices start with it on
- The status page shows when the site was last checked from outside
A waitlist that fills cancelled times, and tighter protection for restricted records
- Waitlist: a cancelled time is texted to patients waiting for it, and the first to reply B is booked
- An optional same-day text to patients who have not confirmed, and a report of no-shows for confirmed and unconfirmed patients
- Opening a restricted record asks for your password or authenticator code as well as a reason
- Exports that include a restricted patient, and API reads of one, go on the patient's access log; API keys see restricted patients only when allowed
- Chart access review: each practice sets its own limits, and reviewers record what they found
- Fixed: after a bulk action on the claims list failed, the bar said nothing was selected while the claims were still ticked
- Fixed: saving the billing policies could have cleared settings kept alongside them
Confirm by text, restricted records, and a daily guide for each role
- Patients reply C to confirm or X to cancel their appointment reminder; the schedule shows who confirmed, and the front desk hears about cancellations
- Restrict a patient's records: opening them asks for a reason, which administrators are told about (restricting again asks everyone again)
- Settings > Chart access review flags unusual chart access each day
- The working day for the front desk, billers and administrators, from the help button
- Fixed: sending an online check-in link in the evening could say the day's appointment had already passed
- Fixed: narrow fields and dropdowns now keep their intended width instead of stretching or collapsing
- Fixed: the demo practice, set up in its evening, put today's appointments on tomorrow
A patient access log, and checks at the size of a large practice
- Administrators can see who opened a patient's chart, claims, statements and estimates, and what was done with them (Patient > Access log)
- Every release is tested against a practice with 100,000 claims, with time limits on the busiest screens and a check for missing database indexes
- Every screen is checked for sideways scrolling on a phone
Safer deploys, the practice's own time zone, and Spanish checkout
- Fixed: for about 20 minutes after an update, pages that read data did not load. Updates now prepare the database before they go live and are checked the moment they do
- Each practice has a time zone (Settings > Practice profile): today's schedule and tomorrow's reminders follow the practice's clock
- Patients who read Spanish see Stripe's payment page in Spanish
- Find patients by language on the Patients list
- Fixed: on a laptop-sized screen, the Team page's reset and sign-out buttons sat under the roles table
Spanish for booking, statements and reminders, and a fix for online booking times
- Online booking is in Spanish too, and each patient has a language: statements, appointment reminders, confirmations and payment messages go out in it
- Fixed: an appointment booked online showed on the schedule at the wrong hour (off by the practice's time zone)
- Fixed: on a laptop-sized screen, the schedule's check-in and no-show buttons sat under the booking form
- Dashboard figures update as soon as a payment is posted or a claim is created
- Administrators see useful screens the practice has not tried yet, and can dismiss them
- Replies to problem reports arrive in your notifications
A go-live checklist, problem reports, and exports for the largest practices
- Settings > Go-live checklist walks from setup to the first paid claim, ticking each step from what has actually happened
- Report a problem from the help button on any screen, straight to our team
- Very large practices get their data export in parts, each downloadable on its own
- Old notifications and logs are cleared on a schedule; claims, payments and the audit log are kept
- Every screen is checked automatically for accessibility problems before each release
- Dashboard figures load faster on repeat visits
Online booking, payer directory, and checks before every claim
- Patients request open times from your booking link; staff confirm each request on the schedule
- Find payers in Stedi's payer directory, with which transactions need enrollment
- A report comparing your locations, and import templates so next month's patient file maps itself
- Every claim file is checked for structural errors before it is sent, and claims carry the practice phone as the contact
- An integration doctor that checks each connected service end to end
- Help for the page you are on, from the button in the corner
- Account closure with deletion of all data, trial and payment reminders, and a stricter browser security policy
Free trials, mailed statements, card readers, and a full data export
- Practices can sign up on their own, confirm their email, and start a free trial; plans are bought and managed through Stripe
- Settings > Data export downloads everything the practice has here as one zip
- Statements printed and mailed through Lob, one at a time or as a batch
- Card payments at the front desk on a Stripe Terminal reader, with a simulated reader to try it
- Payer contracts load from a spreadsheet, with multiple-procedure and modifier reductions
- Locations, sent on claims as the service facility
- Claim acknowledgments (277CA) picked up from Stedi, and ERA/EFT enrollment tracked per payer
- EHR connections sign their own token requests (SMART backend services) instead of pasted tokens
- Sign-in attempt limits per network, security headers, and accessibility fixes for contrast
Remittances on their own, estimates before the visit, SAML and FHIR
- ERAs from Stedi are picked up and posted every morning; dental claims go to Stedi too
- Estimates before the visit, with a link for the patient to pay ahead
- Secondary claims for facility (UB-04) and dental claims
- Forgot-password emails, notifications with a daily digest, and a setup guide for new practices
- Credential tracking with expiry reminders, and a quarterly access review reminder
- Import of open balances from a previous billing system, and patient financing links
- SAML single sign-on alongside OpenID Connect, and patients and visits from an EHR over FHIR
- Bulk rescrub, status checks and write-offs on the claims list; the app can be installed on a phone
Administration: settings workspace and billing policies
- Settings home with setup health and search; edit the practice profile, providers and payers
- Billing policies: write-off limits, strict scrubbing, risk holds, two-person refunds, admin-only exports, small balance adjustments
- Sign everyone out, an audit log viewer, and a customizable menu
Recovery, forecasting, access control and dental claims
- National code sets: NCCI procedure-to-procedure and unit edits and Medicare coverage checks in the scrubber, and payer rules suggested from your own denials
- Revenue recovery: missed charges, underpayment dispute letters, and credit balances refunded through request, approval and issue
- Cash forecast for eight weeks from your own payment history and schedule, payer behavior alerts, and questions answered as reports
- Two-way texting inbox with STOP handling, insurance cards read from a photo (with a BAA), and coverage discovery for self-pay patients
- Single sign-on (OpenID Connect) and SCIM provisioning, custom roles, session length and network allowlists
- Client invoicing for billing companies, accounting journal export with month-end close, and work queues with service levels
- Dental claims as 837D, claim attachments referenced by PWK with a fax cover sheet, server error monitoring and a public status page
Integrations, API, denial agent, facility claims and compliance
- Integrations screen: connect Stedi, Stripe, Twilio, Resend and Claude with your own keys, test each connection, and the features that need them switch on
- Public REST API with per-practice keys, and signed webhooks for claims, payments, denials and patients
- Denial agent: prepares appeals, corrected claims, write-offs of duplicates and coverage follow-ups for a person to approve
- Copay by card at online check-in, and text-to-pay links for patient balances
- Report builder with columns, filters, grouping, CSV export and scheduled email (totals only, never patient rows)
- Electronic prior authorization requests (X12 278)
- Facility claims as 837I (UB-04), with institutional scrubbing rules
- Compliance center: control checks, access reviews, vendor BAA register and audit log export
- Landing page rebuilt with a product tour and a denial cost calculator
Getting paid, end to end
- Secondary insurance billed automatically after the primary pays
- Unpaid claim follow-up with 276/277 status inquiries
- Two-factor sign-in and account lockout
- Patient portal with online payments and autopay
- Automated reminders, follow-up, autopay and a weekly report
- Appeal letters, denial risk scores and coding help
- Bank deposit reconciliation, provider enrollment tracking and a collections workflow
- Phone layout, search from anywhere, a task inbox, saved views and dark mode
- Payer contracts and underpayments, statements, estimates, payment plans, prior authorizations, voids and replacements
- Eligibility (270/271), online check-in, HL7 interfaces, lab orders and results, and multi-practice logins
- Stedi clearinghouse adapter
CollaboratMD
- Renamed the product, with a new identity and marketing site
- Published pricing, with annual billing
- Investor page built on live system metrics