New to CollaborateMD?

Welcome to CollaborateMD!  Our goal is to ensure you have everything you need as the Main Point of Contact (MPOC) - also referred to as "Trainee" - to get started with completing your account setup process and ensuring your success. The MPOC is responsible for working with their dedicated CollaborateMD (CMD) Implementation Specialist (IS) to become a Subject Matter Expert (SME) in the CMD application. As the MPOC, you are  responsible for embracing our“Train the Trainer”(T3)philosophy which provides you with the necessary skills, confidence and knowledge to facilitate the training of others in your office. The training can be customized to specific workflows or business needs in order to deliver the proper CMD-based lessons for the MPOC’s business training environment.  In the end, the other users of the CMD application will be able to effectively leverage the MPOC as their SME to guarantee their success using the CMD application. 

Below are activities the MPOC will need to understand and complete in order to properly administer and setup your CollaborateMD (CMD) Account.

Understanding our Department Agreements


Our Agreements provide the proper foundation and expectations pertaining to how CMD invoices, trains and supports you as the MPOC, and other CMD users.  It is important for the MPOC to understand each agreement prior to training to ensure a successful partnership.  Click here to review our Department Agreements.

Account Setup Overview


Our Account Setup Process will guide you on how to properly configure your user profile, account information, practice information, provider information and payment profile. It is important that you have these items properly configured prior to your first training session with your IS.  If you need assistance, click here to learn how to contact your IS. After setting up your account, you will receive an introductory phone call from your dedicated IS who will provide you with an overview of the training and next steps in becoming a SME within the CMD application.

Completing Your Account Setup


Please reference the CollaborateMD - Welcome email for your login credentials: username and temporary password. Please have the following information readily available in order to successfully complete the Account Setup within the CMD application: 

For your Account:  Account Name, Account Tax ID, Billing Address, and Account Owner Information.

For your Practice: Practice Name, Taxonomy Specialty (?), Primary Office Address, and NPI (?).

For your Provider: Provider Name, Taxonomy Specialty (?), and Billing Tax ID (SSN or EIN).

For your Payment Profile: Credit Card, Debit Card, or Bank Account Information.

Once you have the information above, you are ready to log into the CMD application using your login credentials to complete our automated Account Setup Process.

After completing the Account Setup Process you can continue configuring the rest of your account or wait until for one our IS to guide you through the training phases!