New Articles

  1. New Feature Demos

  2. Manage Payment Automation Status

    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...
  3. Find/Edit a Payment Automation

    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...
  4. Add a Payment Automation

    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). You can only deactivate these default automations to...
  5. Release 15.19.0 - September 29, 2025

    New features | Enhancements Highlights New Features Enhancements New Onboarding Process for "In-App Credit Card Processing" (Beta Release) Charge Totals now Visible from the Payment P...
  6. A/R Control Task Options

    CollaborateMD's Task Options feature allows users to create specific tasks associated with your patient's A/R within A/R Control. Tasks will help you keep track of items that needs to be completed for multiple patients at once. These tasks can...
  7. Release 15.18.0 - September 15, 2025

    New features | Enhancements Highlights New Features Enhancements New Task Management in A/R Control New Admitting Diagnosis Default Duplicate Remittance Codes Now Allowed if Group C...
  8. Release 15.17.0 - September 2, 2025

    New features | Enhancements Highlights New Features Enhancements New Statement Option for Continuing Visits New "Card on File" Indicator when Posting Payments ANSI (837) Import via WebAP...
  9. Update Two-Factor Authentication

    If you know your password, but want to change it to something else: Click  the  icon with your name located in the top right corner of the screen. Select User Profile . Under Security , select Update Two-Factor Authentication . Ent...
  10. Payment Portal

    The Payment Portal sub-category, found under Patient Data, corresponds to the Payment Portal user information set within the Patient section of the application.   Name  Description Email Address Associated with the "Email Address"...