New Releases‎ > ‎9.5.1‎ > ‎

Sneak Peek 1


In this preview, we will provide you with the Version 9.5.1 Sneak Peek into Report Viewer Enhancements that deliver greater flexibility into a practice's financial reporting.

Disclaimer: Some of the visible tabs and sections are only available to CollaborateMD support staff to properly administer your account. Please keep this in mind when comparing screen shots to the tabs and icons you have available in your CollaborateMD application. Some items or views are subject to change before release dates.

Report Viewer Enhancements


Smart businesses understand how to measure a medical practice’s performance based on history and industry-standard benchmarks.  You cannot grow or increase profitability if you don’t have tools that help you measure your performance. CollaborateMD presents v9.5.1 and 6 New Report Viewer* enhancements that will take you office’s reporting to the next level of business intelligence.

*Please note that not all Plans support the Report Builder functionality.  You must be on a qualified plan in order to utilize this feature.  If you have questions about this feature, please free to reach out to the Sales & Solutions department.

1.   Display Aggregated Report Fields as a Percentage (%)

○   As an example, the user wants to measure which Practice is producing the lowest and highest % of Charge/Debit IDs. In the below video snippet, the user has added the Charge/Debit ID field as a column to a report of their choice.

■   Next, the user right-clicked on the field and selected Aggregation by “Count All”

●   Note: You can choose Aggregation by “Count All” or “Count Unique.

■   Last, the user right-clicked on the field and selected “Display as % of Total".

(This Automation loops every 30 seconds)

○   Another example to use this new option would be if a user wanted to show the percentage of claims per payer type based on the count. In the below example, the use chose Payer Type (Charges / current Payer) as the Grouping, then added Claim ID as the Column. The user then followed the above 2 steps to Aggregate the Claim ID by “Count All” and then “Display as % of Total”. This is the result:

2.   Hyperlinks Now Work when Certain ID Fields are Grouped.

○   As an example, when grouping a report by Claim ID, or Patient ID, the cell value can now be clicked to open the patient record. This feature was only supported when the ID field was in a column, not a grouped column.  The grouping enhancement now gives you the same interactivity to click the blue hyperlink within a report column and open the Claim, Patient, etc.

■   Note: Only the following sections can be opened from within a report, provided the applicable fields are present as columns, or grouped columns:  Patient, Practice, Provider, Payer, Claim, and Facility. 

(This Automation loops every 8 seconds)


3.   Group Totals Now Shown at Bottom of Grouped Rows, Rather Than the Top.
(No Animation)


4.   Added the ability to “Collapse this column” or “Expand this column” to grouped column.

○   In this example below, the Charges are grouped in 2 ways.  First by Charge from Date and then by the Charge Claim ID.  Prior versions of CollaborateMD only allowed you to “Expand All” or “Collapse All” when you wanted to view a summary or detailed view.  Now, in v9.5.1, users can choose which columns to “Expand this column” or “Collapse this column”.

(No Animation)

5.   Increased Excel® Export to Use the XLSX* format.
○   Prior versions of Microsoft Excel® had limitations around 65,000 rows and 250 columns.  Now with XLSX workbooks, limits have been increased to over 1,000,000+ rows and 16,000+ columns**.  This makes it easier for users to run large reports and export to XLSX, versus having to use the CSV format.

*Please note, CollaborateMD does not support 3rd party applications or train on how to use 3rd party applications, such as Microsoft Excel®.  Users should consult with their IT department or other resources to determine if their current application supports this functionality.  **XLSX is supported in Excel® 2007 or greater versions.  Ref: Microsoft Support

(This Automation loops every 12 seconds)

6.   Various Format Improvements when Exporting Reports to Excel®

○   Carrying over the expanding / collapsing of groups.
○   Maintaining field formatting as seen in the report viewer.
■   As an example, monetary value and date formats.
○   Several miscellaneous readability improvements.
(This Automation loops every 14 seconds)