Connect Documentation
Announcements
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Upcoming Holidays |
The Cognizant offices will be closed for the upcoming dates/holidays:
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Release: 24.2.42 |
Our next release is currently scheduled for deployment Tuesday, October 28, 2025. During this time, the Connect application will not be available. Deployment Schedule:
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CONNECT User Summit 2025 Recordings |
CONNECT User Summit 2025 has wrapped! It was another great year of shared knowledge and asked/answered questions. We hope everyone enjoyed their sessions.
For any of you that were unable to attend or were wanting to revisit a topic that was discussed, we recorded the sessions this year and are posting them here for your reference. Let us know if you have any follow-up questions/comments on anything discussed. We are always happy to help!
CONNECT User Summit 2025 Session Recordings
Click the icons below to quickly jump in Help to:
| Latest Release Notes | Tips & Tricks in Connect | Contacting Us Info |
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Admin Topics | Manage Topics | Portal / Reports Topics |
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About Connect Help
What's New?
Support Documentation
Welcome to Connect, a platform consisting of multiple applications used for managing elements related to medical billing.
The Help Documentation guides you through using Connect via topics which provide:
- Page, window, and field definitions
- Step-by-step guides for common system processes
- Links to helpful training videos and support documentation
- Access to current and past release notes
The latest Connect release is 24.2.42. Highlights of this release include the following:
Case Hold Reasons
- Fixed issue preventing new Case Hold Reasons being created from appearing in the application for selection.
Charge Batches
- Added new Provider column to the following tabs to view the Rendering Provider from the EDC import:
- Charge Batches / EDC Files
- Charge Batches / Charge Batch / EDC Files
- Fixed issue preventing Eligibility Status from refreshing when new line is selected in the Charge Batches/Eligibility tab.
Charge Entry
- Fixed issue preventing the Charge Received Date entered when scanning a batch to pull forward and populate the Coding Form.
Collections Admin
- Updated logic so the Collection Letter Delete button is not enabled if the letter has been utilized.
Payers & Plans
- Updated Practice field logic to only display the practices to which the user is associated in dropdowns on the following:
- Payers / Groups IDs / General ID Type / General Group ID
- Payers / Group IDs / General ID Type / Facility-Specific
- Payers / Provider IDs
- Plans / Groups IDs / General ID Type / Facility-Specific
- Plans / Provider IDs
Reports
- Updated the Account Adjustment Analysis Detail report:
- Added the Suffix after the Last Name of the Rendering Provider.
- Updated the Account Summary report:
- Added the Person Note field
- Fixed issue causing the Financial Account Summary report to not display/export correctly in CSV or Excel formats when utilizing the Group By options.
- Fixed issue that was generating a “Document has no pages” error message from appearing when running or utilizing drill-in links for the AR Aging Analysis Detail and Financial Activity Summary Detail reports.
To view the full release notes for the current Connect release, click here.
Latest Training Tutorials
Some Help topics include video tutorials, tip sheets, or how-to-guides, which provide visual, step-by-step instructions on how to complete the task. Click one of the links below to access the topics with related materials.
**Scroll to the bottom of the linked page to find the associated video or document.**
- Release-specific webinars
- CONNECT User Summit recordings
- Accounts
- Back Office Reports
- Charge Entry
- Collections
- Eligibility
- Fee Schedules
- Portal Reports
- Reportal
- Report Permissions
- Spotlight Sessions
This link has all the session recordings for you in one place!
- Creating 2025 Fee Schedules (1/21/25)
- Editing Payments (8/25/23)
- Submitting Support Tickets (6/28/23)
- DMA eStatements (4/25/23)
- Moving Money Between Ext. Coll. & Active AR (9/29/22)
- Rebills, Rebills, Rebills (2/22/23)
- Working the Collections Queue (3/22/23)
- Statement Processing
- User Summit
This documentation contains copyright protected, confidential, and proprietary trade information of Cognizant and may not be copied, distributed, or disclosed without prior written permission. This documentation is subject to change without notice and does not represent any expressed or implied commitments by Cognizant. The software described in this documentation is furnished under a License Agreement and may be used or copied only in accordance with the terms and conditions of the agreement.
Third Party company names and product names may be referenced in this documentation and may be claimed as trademarks by their respective companies; it is not the intention of Cognizant to claim any such names as its own. Throughout this documentation, trademarked names may be used. All person names and information in Connect Help documents are fictitious. Any resemblance to real persons, living or dead, is purely coincidental.
©2006-2025 Cognizant. All Rights Reserved. Crosswalk materials are © 2025 American Society of Anesthesiologists. Relative Value Guide materials are © 2025 American Society of Anesthesiologists. Crosswalk and Relative Value Guide are registered trademarks of the American Society of Anesthesiologists.