via the Self-Service Portal

Data Snapshots that only contain data from one customer account can be downloaded from the CollaborateMD Portal. Once the Data Snapshot is requested, all Auth Reps on your account will receive an internal message via the Messaging section with instructions on how to download the Data Snapshots. 

Follow the steps below to download a Data Snapshot from the Self-Service Portal.

  1. Visit https://portal.collaboratemd.com:8443/ in your web browser.

  2. Enter the Username and Password Received from the CMD Messaging Section.

  3. Click the My Backup Files link.

  4. Within the Backup Archive tab, click the Download Now button next to the snapshot you want to download.

  5. Once saved, locate the file and choose the application you wish to open with (e.g., Excel or Notepad.)