Practice Section

The Practice section contains information regarding the entity creating the claims. This could be a physician's practice, laboratory, clinic, etc. This is the first set of data that you must enter and or verify was correctly entered for you when you begin using CollaborateMD. The first time you log on to CollaborateMD, you will find that we have completed the Main Information section for your practice. Information entered into the Practice section will populate in box 33 of the CMS-1500 form and box 56 of the UB-04.

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


Use the Notes tab to include any special information regarding the Practice. Notes can be viewed by all users associated to your account. 

Add Note

Follow the instructions below to add a note to your practice:
  1. Go to the Practice section. 
  2. Click on Show All.
  3. Select the Practice (if multiple practices exist)
  4. Click the Notes tab.
  5. Enter your note.
  6. Click Save.

Remove Note

  1. Go to the Practice section. 
  2. Click on Show All.
  3. Select the Practice (if multiple practices exist)
  4. Click the Notes tab.
  5. Remove your note.
  6. Click Save.