Request Account Name Change

Important: Legal documentation must be provided in order for CollaborateMD to process your request.  If the required fields and/or confirmation checkboxes are not completely filled out, CollaborateMD will be unable to process the request.

  1. Select Account Administration > Account Management.

  2. Click the Edit Account Information link. 

  3. Click the Request Account Name Change link.

  4. Once the Request Account Name Change window is displayed, enter the following required information:

    1. New Account Name

    2. New Account Phone Number

    3. New Account Email Address

  5. Click the Next button.

  6. Check the box confirming you understand and agree to send the required Legal Documentation.

  7. Click the Next button.

  8. Check the box confirming you have fully read and agree the Customer Software Agreement and the Business Associate Agreement.

  9. Click the Submit button.

  10. Send your document(s) to the Accounting Department via fax at (888) 881-1812 or email them to