Patient Payments: CollaborateMD Integration

If your facility has the CollaborateMD (CMD) integration added, any payment activity that occurs in the EMR through Patient Payments will be sent to CMD. Items added to the ledger manually or taken through the legacy Stripe integration will not be sent. When payments are taken for a patient, they will be sent to CMD as unapplied Patient Payment credit. Users can then apply payments to the desired balance. 

Balance checking and statement generation will still be available in CMD for payments made through Patient Payments.

Applying Credit

After payment is successfully made through Patient Payments in the EMR, navigate to CMD.

1. Once you've logged into CMD, click Patient > Patient, and then search for the desired patient.
2. Next click the Activity tab.

3. The payment will appear as an account credit from Patient Payments and be included in the available balance. 

   

   • Additionally, any notes added to the Payment Description field in the EMR (see step 4 of the payment collection process above) will be visible in CMD, which means that they can be used to include instructions for which item the payment for, etc.
4. You can apply credit to items by clicking on Payment > Apply Credit and then clicking on the name of the patient.

5. In the pop-up that opens, you can click the Apply to Charge Balance button or the Apply to Payment Plan Balance button. In this example, we will choose Apply to Charge Balance. 

   

   • Charge Balance: The balance due without a payment plan. Select this option if you would like to apply payment to the charge balance.
   • Payment Plan Balance: Balance from a payment plan, if any. Select this option if you would like to apply payment to the payment plan balance.

6. Use the Apply Credit field to type in the amount of credit being applied. When the credit amount matches the amount, the status will change to Paid.

   

   1. You can also select Apply Remaining and automatically apply credit to the remaining credit charges due patient, charges due insurance, charges at collection, and to all open charges using the drop-down. This method is especially useful if a patient has a large balance and a large sum that needs to be applied.

7. Make sure you click Save Payment once you've chosen how to apply payments. 

   

   • Note: Payment information will not be available in the interface tracker. You can, however, track payment information in the Payment Tracker section under Payments.

Reporting

As with other items sent form Kipu to CMD, items sent to CMD using Patient Payments will be reportable. The payment username will be kipuapi, and you will be able to find it on any report that displays the payment username. 

Reports include:

• Daily Deposit
• Daily/Monthly Patient Payments/Adjustments
• Patients with Account Credits

Important: Payments revived will not be visible in the Interface Tracker section. They can only be tracked through Reports. If you have issues or need assistance, contact the Integrated Billing Support team.

To access reports, log into CMD and follow these instructions.

1. Click Reports > Viewer and use the Search for Reports field to locate the desired report. Click on the report name to open it.
2. We recommend using the Payment Entered or Payment Received fields to match the dates the payments were sent from Kipu. The days will be the same, so you can use either field.
3. Once the dates are set, click the Run Report button.