New Articles

  1. Configure Automated Paper Statement Template

    Created On: 10/16/2025 in Set up & Account Administration Customer Setup Statements Statement Automation Configure Statement Automation Templates
    Follow the steps below to configure the Automated Statement Template. Select Customer Setup > Statements . Use the   Select a Practice to Manage Statement Configuration for drop-down menu to choose the desired practice. ...

  2. Configure Statement Automation Templates

    Created On: 10/16/2025 in Set up & Account Administration Customer Setup Statements Statement Automation

  3. Automated Final Demand Letter Sample

    Created On: 10/16/2025 in Set up & Account Administration Customer Setup Statements Statement Automation Automated Statement Samples
    Page 1 Page 2 ...

  4. Automated Payment Plan Statement Sample

    Created On: 10/16/2025 in Set up & Account Administration Customer Setup Statements Statement Automation Automated Statement Samples
    Page 1 Page 2 ...

  5. Automated Paper Statement Sample

    Created On: 10/16/2025 in Set up & Account Administration Customer Setup Statements Statement Automation Automated Statement Samples
    Page 1 Page 2 ...

  6. Release 15.20.0 - October 13, 2025

    Created On: 10/10/2025 in Release Notes 2025 Release Notes
    New features | Enhancements Highlights New Features Enhancements New Payment Automations New Statement Automation Option to Send Based on Days Since Last Seen New Admitting Diagnosis Def...

  7. Payment Automations Demo

    Created On: 10/04/2025 in Videos & Webinars Interactive Demos New Feature Demos
    ...

  8. New Feature Demos

    Created On: 10/04/2025 in Videos & Webinars Interactive Demos

  9. Manage Payment Automation Status

    Created On: 10/02/2025 in Set up & Account Administration Customer Setup Customization Payment Automations
    You can edit custom payment automations you create, but you cannot change or reorder the default payment automations provided by the CollaborateMD software (the bottom four entries listed). You can only deactivate these default automat...

  10. Find/Edit a Payment Automation

    Created On: 10/02/2025 in Set up & Account Administration Customer Setup Customization Payment Automations
    You can edit custom payment automations you create, but you cannot change or reorder the default payment automations provided by the CollaborateMD software (the bottom four entries listed). You can only deactivate these default automatio...
© CollaborateMD.com, Inc. All rights reserved.