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CMD2GO - Patient

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CMD2GO is a secure web application where authorized users can conveniently create patients, manage their schedules and communicate via secure messaging when they are on the go.


You will be able to access CMD2GO anywhere, anytime, on a mobile device (smartphone or tablet) or computer using a supported web browser.


These key features can be used without needing access to the full CollaborateMD application, which means you can check and update your schedule, send/receive secure messages with other users in your office from anywhere.


On mobile devices, you can easily switch between customer accounts to manage appointments and blocks scheduled for a specific resource/department. CMD2GO includes features such as creating and modifying appointments and appointment blocks making it convenient for you to manage your appointment scheduler on the go. Manage your appointments and messages anytime, anywhere, and on any device.

The following help pages are supported by the current version and mobile view of CMD2GO. Please follow the curriculum outline to receive the proper training associated with this section.

Create New Patient

  1. Click on the New icon and select New Patient.
  2. Enter the Patient's Demographics. Please note fields marked with a red asterisk * are required.

  3. When you’re satisfied with your changes, click Done.

  4. Next, you can optionally click on any of the tabs below to enter the applicable information, please remember to click Save when you’re done.

    1. Under Contact Info, select Edit to enter the patient's contact information. When you’re satisfied with your changes, select Done.

    2. Under Notes, select Edit to enter free-form notes regarding the patient's account. This includes but isn’t limited to patient follow-up calls, when you contact the insurance company, or if the patient has an emergency (e.g., emergency room visit, etc). When you’re satisfied with your changes, select Done.

    3. Under Alerts, select Edit to create an alert to notify office staff of important information related to a patient. This includes but isn’t limited to reminding staff to collect copays, or alerting the billing department to verify eligibility. When you’re satisfied with your changes, select Done.

    4. Under Insurance, select icon and begin entering the Insurance Details. Complete the following:

      1. Select the patient's relationship to the insured. If the patient's relationship to the insured is Self, a window will open asking “Would you like to update insured information based on the patient? All patient demographics and contact information will be copied”, select Update Insured to copy over the demographics or select Don’t Update to prevent any changes from being made to the Insured.

      2. If the insured's contact information is the same as the patient's, select Yes. Otherwise, select No. Please note selecting No will prevent changes from being made to the insured's address.

      3. Enter the insured’s demographics.

      4. Under Address and Contact Info, enter the insured’s information if it’s different than the patients. Note: If you’re unable to modify these fields it’s because the “Same as patient contact information” above is set to Yes. Set to this to No to modify the Address and Contact info for the Insured.

      5. Under Policies, select New Policy and select the patient's policy Priority.

      6. Enter the policy details in the fields provided and click Done when you're finished. Note: Please note that new insurance carriers cannot be creating within CMD2GO. To create a new insurance please log into CollaborateMD.

e. Under All Appointments, here you will find the patient’s appointment history. This includes past and future appointments. Note: No records will be found for brand new patient records.

Edit Patient

Patient records can be only be modified from the appointment view. You must first find the scheduled appointment and then select the patient's name.

From there, you can modify areas such as the patient's Contact Information, Notes, Alerts, Insurance, and you can view their past and future appointments via the All Appointments tab.

Modify or Delete Insurance

To modify or delete an insurance policy for a specific patient, you must first find the appointment for the patient using the Calendar widget.

Once you've found and opened the appointment select the patients name.
  1. Click on the Insurance tab.

  2. Select the Insured or the Policy you wish to modify.

  3. Under Policies, select Edit.

  4. Click on the icon displayed next to the policy you wish to remove.

  5. If you’re sure that you want to make the policy inactive, select Inactivate. Otherwise, select Cancel.

  6. The policy has been removed.

  7. Click Done

  8. Click Save.