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 to open help.collaboratemd.com.

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.

Keyboard Shortcuts

The CollaborateMD Keyboard Shortcuts  option gives you an overview of the series of keyboard shortcuts that can be used throughout the application in order to save you valuable mouse clicks.

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

  2. Select Keyboard Shortucts.

  3. Review the Global and GoTo shortcuts based on the action you want to perform. 

Diagnostics

The CollaborateMD Diagnostics option gives you a standard process for collecting user log files as well as viewing other information important for troubleshooting including the browser, OS, window size, time zone, and more. 

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

  2. Select Diagnostics.

  3. Review the diagnostic information or retrieve logs for up to thirty (30) days.



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 of our great tools by linking you to them directly from the help icon. 

  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.