Configure the Payment Portal

Before you can begin inviting patients to the Payment Portal, it’s recommended that you configure your Payment Portal. Follow the instructions below to configure your Payment Portal: 

  1. Visit

  2. Log in with your CollaborateMD username and password

  3. Click the Choose File button to upload a logo

    The recommended file types are .jpeg, .png, or .gif. The image size should be at least 150 x 250 pixels.

  1. Enter the required fields: Practice Name, Address, City, State, Zip code, Phone

  2. The Minimum Payment amount defaults to $1.00. To chance this, enter an amount between $1.00 and $10.00.

  3. Click Submit

If you manage more than one customer’s Payment Portal, click Switch Customers and repeat the steps above.