New Articles

  1. Getting Started with Universal Import (CSV, Excel, TSV, or Pipe-Delimited Files)

    Created On: 03/24/2026 in Using CollaborateMD Interface Universal Import
    Before using the Universal Import feature, consider the following important information. Review Your File Ensure your file has all the required data needed to create your patients or claims, as well as any additional data that should be in...

  2. Universal Import Demo

    Created On: 03/23/2026 in Videos & Webinars Interactive Demos New Feature Demos
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  3. Claim Scrubbing Custom Edits & Analytics Demo

    Created On: 03/17/2026 in Videos & Webinars Interactive Demos New Feature Demos
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  4. Release 16.5.0 - March 16, 2026

    Created On: 03/13/2026 in Release Notes 2026 Release Notes
    New features | Enhancements | Resolutions Highlights New Features Enhancements New Plan Name Details Within the Eligibility Plan Number ERA Name Mismatch Warning Will Now Ignore the Mid...

  5. Release 16.4.0 - March 2, 2026

    Created On: 02/27/2026 in Release Notes 2026 Release Notes
    New features | Enhancements | Resolutions Highlights New Features Enhancements Universal Import - BETA New Option to Stop Showing the All-Inclusive Code Warning ...

  6. Release 16.3.0 - February 19, 2026

    Created On: 02/19/2026 in Release Notes 2026 Release Notes
    New features | Enhancements | Resolutions Highlights New Features Enhancements Universal Import - BETA New Option to Ignore Modifiers Received From The WebAPI ...

  7. Importing CSV, Excel, TSV, or Pipe-Delimited Files (claims, patients)

    Created On: 02/06/2026 in Using CollaborateMD Interface Universal Import
    This option allows users to manually import claims, patients, and appointments from their EMR/EHR into CollaborateMD as interface messages.  Who can import files? Users with the Import  permission. Only files in CSV ...

  8. Release 16.2.0 - February 3, 2026

    Created On: 01/23/2026 in Release Notes 2026 Release Notes
    New features | Resolutions Highlights New Features New Interface Automations New features New Interface Automations Our CollaborateMD interface provides a powerfu...

  9. Release 16.1.0 - January 20, 2026

    Created On: 01/14/2026 in Release Notes 2026 Release Notes
    Enhancements Highlights Enhancements New "To Date" Optional Column New ERA Warning when Patient Name Doesn't Match Enhancements New "To Date" Optional Column We have alw...

  10. 2026 Release Notes

    Created On: 01/14/2026 in Release Notes
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