Popular Articles

  1. Re-submit a Claim

    Follow the steps below to re-submit a claim. Select Claim  > Claim . Use the Search  field to search for your claim.  Place a check in the  “Show exact matches only” box to search for exact matches o...
  2. Customer Setup Videos

  3. Dashboard Gadget User Guide

  4. Call Us

    Our Customer Success Department is open Monday - Friday from 8:00 am - 6:00 pm, excluding company holidays, internal training, or other planned and communicated outages. All users will be required to verify their Call-In PIN when contacting us for ...
  5. Other Services

  6. Write-off Remaining Balance

    Assign to Write-Off will write off the remaining balance of a selected charge(s) that is set at  Due Patient  or Collections .  Who can use this feature? Users with the Debit/Credit permission can apply credit codes in the A/R s...
  7. Add a New Electronic Payer

    Follow the steps below to add a new electronic payer Select  Customer Setup  > Payers . Click the New Payer button.  Click Yes , when the  "Would you like to configure a Clearinghouse connection for this paye...
  8. Accounting FAQs

    When do you start billing for my CollaborateMD account? Once you have created your CollaborateMD account through the New Account Wizard and you have received your "Congratulations Email" your invoicing period will begin. Your first invo...
  9. Find or edit a Payer

    Select Customer  Setup  > Payers . Use the  Show All  button to view all payers. Or use the Search  field to further drill down your search.  Place a check in the “ Include inactive payers ” b...
  10. 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 pa...