Edit Communication Preferences

CollaborateMD notifications keep you informed about things that may need your attention. Learn how notifications work and how to customize them to suit your needs. 

How CollaborateMD notifications work

  • You can receive notifications through email, text or the messaging section of CollaborateMD.
  • Only one communication method can be selected per communication type. 
  • Some communication types are only available based on the User Type (e.g.,  an Auth Rep can see notifications types for Price Plan Changes; a User cannot). 
  • Some communication types are Permission based. 


Setup Notifications


  1. Click  the  icon with your name located in the top right corner of the screen.

  2. Select User Profile.

  3. Under Communication select Edit Communication Preferences.

  4. For each Communication Type, select your preferred communication method by checking the box in the column under Email, Text, Messaging, or None (if applicable)

    If you wish to receive Text notifications, place a check in the “I agree to allow CollaborateMD to send me text messages” checkbox. Enter your Cell Phone number followed by the time you would like to receive text messages.

  5. Click Save


Communication Type Reference Guide

 Communication Type User Type Defaulted Selection Email Text
 CMD Messaging
 None
USER COMMUNICATIONS
 Password Change
 All CMD Messaging ✓ ⛔ ✓ ✓
 Security Questions Updated All CMD Messaging ✓ ✓ ✓
 User Locked All N/A ✓ ✓  ✓
 Price Plan Change Auth Rep CMD Messaging ✓ ✓ ✓
 Add On Services Enabled Auth Rep CMD Messaging ✓ ✓ ✓
 Setup Services Requested Auth Rep CMD Messaging ✓ ✓ ✓
 New Provider Added Auth Rep CMD Messaging ✓ ✓ ✓
 New Customer Created Auth Rep CMD Messaging ✓ ✓ ✓
 New Auth Rep Added Auth Rep CMD Messaging ✓ ✓ ✓
 Account Information Updated Auth Rep CMD Messaging ✓ ✓ ✓
 New Invoice Created Any User with Bill Payment permission Email ✓ ✓ ✓
 Account Set as Overdue  Any User with Bill Payment permission Email ✓ ✓ ✓
 Account Set as Suspended  Any User with Bill Payment permission Email ✓ ✓ ✓  
 Payment Confirmation Any user with Bill Payment permission Email ✓ ✓ ✓
 Payment Failure Any user with Bill Payment permission Email ✓ ✓ ✓
 Payer Agreement Approvals Any user with Payer Agreement permission CMD Messaging ✓ ✓ ✓
 Payer Agreement Denials Any user with Payer Agreement permission CMD Messaging ✓ ✓ ✓
COLLABORATEMD COMMUNICATIONS
 Maintenance Notifications All CMD Messaging ✓ ✓
 System Issues All CMD Messaging ✓ ✓
 Clearinghouse Notifications All N/A ✓ ✓
 Pricing Changes Auth Rep CMD Messaging ✓ ✓
 Other Announcements All CMD Messaging ✓ ✓