Help

The icon provides one-click access to helpful links that can be used to enhance the daily performance of your office. These tools include the Help Center, Contact Support, and Reference links like Idea Exchange, Connect Center and the Payment Portal. 

Knowledge Center

The CollaborateMD Knowledge Center delivers a layout of core features organized into categories and sub-categories. These features include articles, tips, frequently asked questions, videos & webinars, tools, guides, and a variety of other resources to provide our customers with the knowledge and training experience needed to achieve their business needs. 

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

  2. Select Knowledge Center.

Show "Tips"

The CollaborateMD Show “Tips” option gives you a general overview of the screen you are in, what is done in that section, and a link to the help article associated with the section.

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

  2. Select Show “Tips.”

  3. Review the tip based on the screen you are currently in.

Contact Support

Contact Support is a simple and easy to use tool that allows clients to resolve their inquiries by providing options on contacting a Client Services Representative. This portal will allow you to easily and securely submit cases online, email a support specialist, Live chat with a support specialist, or opt to call us. 

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

  2. Select Contact Support.

  3. Select your option:

    1. Create a Case

    2. Email Us

    3. Live Chat

    4. Call Us

Reference Links

Reference Links give you direct access to 4 great tools by linking you to them directly from the help icon. You can easily connect to Idea exchange, the payment portal, CMD2go, and Connect Center quickly and seamlessly

.Click on the Help icon located in the top right corner of the screen.

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

  2. Select Reference Links.

  3. Select your option:

    1. Idea Exchange

    2. Payment Portal

    3. CMD2Go

    4. Connect Center

Legal

The Legal Link give you direct access to our End User License Agreement, our Privacy Policy, and our Terms of Use. These are available on our website but can be accessed directly from the Help Icon within the application.

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

  2. Select Legal.

  3. Select your option:

    1. End User License

    2. Privacy Policy

    3. Terms of Use