New Articles

  1. Configure Automated Payment Plan 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 Payment Plan Statement Template. Select Customer Setup > Statements . Use the   Select a Practice to Manage Statement Configuration for drop-down menu to choose the desir...

  2. Configure Automated Paper Statement Template

    Created On: 10/16/2025 in Set up & Account Administration Customer Setup Statements Statement Automation Configure Statement Automation Templates
    If automated statements were enabled and configured before the statement vendor change, please note that you must configure/verify your new statement templates. When you open the new templates, all required fields will already be copied ...

  3. Configure Statement Automation Templates

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

  4. Automated Final Demand Letter Sample

    Created On: 10/16/2025 in Set up & Account Administration Customer Setup Statements Statement Automation Automated Statement Samples
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  5. Automated Payment Plan Statement Sample

    Created On: 10/16/2025 in Set up & Account Administration Customer Setup Statements Statement Automation Automated Statement Samples
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  6. Automated Paper Statement Sample

    Created On: 10/16/2025 in Set up & Account Administration Customer Setup Statements Statement Automation Automated Statement Samples
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  7. 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...

  8. Payment Automations Demo

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

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

  10. 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...
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