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CollaborateMD first validates that all of the mandatory items that would cause us to reject a superbill are valid. Once validated, the system performs a patient matching algorithm. If unable to find the patient (and all the required items are valid), we will create a NEW patient record within CollaborateMD. This record will be populated with ALL of the information received on the superbill. It is possible that this claim will be marked as “INCOMPLETE” if it is missing a patient’s first name, date of birth, address line 1 or any of our other required patient fields.

You can easily see if the interface messages were received successfully and if CollaborateMD was able to find an existing patient, create a new patient and generate a claim via the Interface Tracker screen. Be sure to use your desired filter options on the left side to include all of your desired results. Please note, not all interfaces support all message types.

Duplicate claims are generated through the interface when a superbill/note/encounter has been submitted more than once. Each time a superbill/note/encounter is submitted, CollaborateMD will generate a new claim for each successful interface message received.

To delete the duplicate claims, right click on the desired claim, select the option to Open Claim and click the Delete button.