Using CollaborateMD

User Bar

The User Bar can be found in the upper corner of the screen, where your name and customer name is displayed. You can access the user bar from any screen as it provides a convenient way to switch to and from your customers, manage your user profile and submit feedback to us! 


Instead of storing your documents on your local area network, documents are stored on CollaborateMD’s Cloud Storage, allowing you to access files anywhere you have your CollaborateMD credentials and an internet connection. Find your documents quickly by using the Search field or using the Advanced Search option to further filter your search results.  

Security is managed through the program instead of through your personal storage location. All files uploaded to our cloud storage are backed up and can be allocated on demand, so you never have to worry about purchasing extra disks or equipment to store your files. This feature is offered for a minimal fee. Transaction fees for Document storage can be found here. For more information, please contact Sales.

Document Imaging must be enabled to begin adding documents onto the CollaborateMD server.

Who can use this feature? 

Users with the Document Management permission.