CollaborateMD: How can I verify who submitted or modified my claims?

Issue

How can I verify who made changes to my claim, such as charge status updates, payer modifications, or identifying users who submitted the claim?

Environment

CollaborateMD, Features: Claim, Charge History

Resolution

To validate the history of a claim, you can review the Charge History section. This feature provides an audit trail for each charge, showing who made changes and when.

Follow these steps:

1. Navigate to the Claim tab.
2. Select Claim.
3. Search for the claim you want to review.
4. Click the More button.
5. Select View Charge History.
   

The Charge History section displays:

• The specific Charge ID.
• The CPT code and Revenue code billed.
• The timestamp of the changes.
• The username of the individual who made the changes.
• Details on where the claim was billed (e.g., Billed To) and its updated status.
• The total amount for each charge.

Additional Information

For more detailed instructions and information, users can refer to the following article:

View Charge History