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 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!