Manage your Patient Payment Portal

The payment portal is CollaborateMD’s own in-house product that uses the highest form of security to protect the patient’s information and allows payments to post directly into the practice, in real-time, 

CollaborateMD’s payment portal utilizes the highest form of security to protect the patient's information. The payment portal is our own in-house product which allows payments to post directly into the practice, in real-time. By providing patients a secure online payment portal, offices are reducing patient calls, increasing billing accuracy, and accelerating patient payments. Plus, patients can view their visit and payment history instantly.


  1. Select Account Administration > Services.

  2. Click the button next to Patient Payment Portal.

  3. The Enable Patient Payment Portal box enables or disables this service.

  4. Check the box to choose your Payment Portal Settings:

    1. Allow Patients to receive notification when a new balance is owed: Check the box if you wish to send notifications to your patients regarding new balances set to “Due Patient”. Notifications can be sent by Text message or Email message.

    2. Allow Patients to receive confirmation for successful payment made via the portal: Check the box if you wish to send notifications to your patients once they’ve successfully processed their payment via the online patient Payment Portal. Notifications can be sent by Text Message or Email.

    3. Allow Patients to receive payment plan installment due reminders: Check the box if you wish to send notifications to your patients that have a Payment Plan installment greater than $0.00 due.

  5. Under the New Balance Notification tab:

    1. Use the Allow communication methods drop-down menu to select how a patient should be contacted. 

    2. Use Allowed times text messages options to set when you want the text notification to be sent out to the patient.

    3. Type the message you want to send to your patients within Text Message field.

  6. Under the Payment Confirmation tab:

    1. Use the Allow communication methods drop-down menu to select how a patient should be contacted. 

    2. Use Allowed times text messages options to set when you want the text notification to be sent out to the patient.

    3. Type the message you want to send to your patients within Text Message and/or Email field.

  7. Under the Payment Plan reminder tab:

    1. Use the Allow communication methods drop-down menu to select how a patient should be contacted. 

    2. Use Allowed times text messages options to set when you want the text notification to be sent out to the patient.

    3. Type the message you want to send to your patients within Text Message and/or Email field.

  8. Click Save