Welcome to our News page. This page is used to announce new and improved training material and just about everything else important to you and your training needs or the CollaborateMD application. If you have suggestions or News Post you would like to see please provide us with your feedback here.

Version 9.1 End-of-Life Automatic Reminders

posted Apr 16, 2015, 8:02 AM by Angelique Belot   [ updated Jan 17, 2017, 9:10 AM by Unknown user ]

For the past month we have announced that Version 9.1 (v9.1) of CollaborateMD will soon reach it's End-of-Life (EOL). v9.1 and it's associated training pages are planned to be discontinued on Sunday, April 26th, 2015, at 11:00 pm EST.

Between now and April 26th, anyone logging into v9.1 will receive automatic reminders informing of the number of days before v9.1 is discontinued. The automatic reminders will come to an end once you upgrade to Version 9.2 (v9.2). Once v9.1 is discontinued, you will be required to upgrade to v9.2.

To successfully upgrade to v9.2 from within the CollaborateMD application, follow the simple instructions on our Training Help pages. Since the release of v9.2, new capabilities have been added and updated weekly to help foster your business efficiencies. Next weeks newest v9.2 capabilities, available on Friday, April 17th, 2015, will include new insurance payment options.  Contact us if you have any questions or concerns.

Webinar: Payment Webinar Recap

posted Sep 9, 2014, 6:54 PM by Angelique Belot   [ updated Nov 13, 2014, 11:38 AM ]

Thank you for attending today's webinar. We hope that you walked away with a better understanding of how to use the newly redesigned Payment section. As a recap please reference any of the resources below:

Training Resources

Frequently Asked Questions 

  • Do you still have unanswered questions? Want a recap of the questions covered during the webinar. Visit the Frequently Asked Questions page for more information.

Help Pages 

The Payment Help Pages have been updated to support the new features. Each Help Page contains comprehensive step by step instructions coupled with other useful information to provide you with the training you need to become a CollaborateMD expert. Note: Please note Help Pages are supported by the most current version of CollaborateMD, unless noted otherwise. 


  • You can find the recorded webinars on the Webinar page.

One on One Training*

  • Need one on one training on how to use the Payment section based on your business needs? If so, a Customer Success Specialist can conduct one on one training in an online or onsite environment* to enable your business to use and understand the full potential CollaborateMD can offer. One on one training can be requested via the Services tab. 

Idea Exchange 

  • Do you have ideas on how we can enhance the software? If so Idea Exchange allows you as a valued stakeholder to shape the future by submitting creative and innovative ideas on products, solutions, and support. Through an on-going partnership, we can create and innovate together to deliver the right products, solutions, and support that deliver the right value to your business. After an idea is submitted, our users as a community will vote and collaborate on the idea. The ideas that receive the most votes each month will be reviewed by our Idea Committee. The ideas that are determined to be of most value will be selected based on affordability and scheduled for a future release within our application.

Webinar: Upcoming Webinars - Redesigned Payment Section

posted Sep 8, 2014, 6:40 AM by Angelique Belot   [ updated Jan 17, 2017, 9:08 AM by Unknown user ]

Dear Users,

Are you eager to see and learn how to use the Redesigned Payment section in Version 9.2? Then you’re invited to join us for our Version.9.2 Payment webinar! From this webinar you will learn:

  • How to post Patient payments
  • How to post and view Insurance payments
  • A high level overview of the new Electronic Remittance Advice
  • How to Delete, Refund, Transfer, or Adjust your patient’s transactions.
  • How to Manage Credits.

During this one-hour webinar, you will have a chance to see the enhancements made to the Payment section and how to use these features first hand! We've improved and streamlined the Payment section to include workflows that will speed up your payment posting with fewer steps and clicks. We've simplified tabs and functionality to be more intuitive, making posting payments, and managing financial reconciliations easier.

Below you will find the webinar dates and times, along with the links to register for the webinar. Reserve your seat now, please note space is limited.

Tuesday, September 9, 2014 at 10:00 am – 11:00 am EDT

Thursday, September 11, 2014 at 2:00 pm – 3:00 pm EDT

Tuesday, September 16, 2014 at 10:00 am – 11:00 am EDT

Thursday, September 18, 2014 at 2:00 pm – 3:00 pm EDT

After registering, you will receive a confirmation email containing information about joining the Webinar.

Please take a moment to also review Sneak Peek 3 to gain a better understanding of all of the Payment section enhancements.

If you would like to get more information, please contact our Customer Success Department at 888-348-8457 option 2, or email

Best Regards,

Your CollaborateMD Team

New Report Fields & Updated Resources - 3/1/2013

posted Mar 1, 2013, 10:44 AM by Angelique Belot   [ updated Jun 29, 2015, 2:20 PM ]

Are you on v8.5? Do you use the Report Builder? Do you love new features? If you answered "Yes" to these questions, then today is your lucky day.

We've added new report fields to the Report Builder! If you're on v8.5 these fields are currently available for use and can be found within the Report section of the application, under the Report Builder tab within the Report Fields pane. If you’re not using v8.5 and you would like to begin using the Report Builder and these new fields, please be sure to update your application to v8.5.

New Fields

  • Patient Prefix
  • Appointment Time
  • Payment Total Amount (w/ Copays)
  • Charge Deleted Date
  • Provider Entered Date
  • Authorization#
  • Auth. End Date
  • Auth. Start Date
  • Visits Authorized
  • Visits Left

Want more report fields? If so, please contact a Support Specialist with your request!


Updated Training Material 

The following training material has been updated:

  • Reference the Report Fields Descriptions Guide to learn about where and what sections of the application these fields pull from.

Related Material & Training 

Here are some other report related training material to help guide you through running and building reports:

  • Watch the Report Viewer & Builder Training Modules for a high level overview on how to use the Report Viewer & the Report Builder.
  • Watch the pre-recorded CBI Webinars for an overview of the report changes and a live demonstration on how to build reports from templates, and how to build new reports.
  • Reference the Report Viewer Guide to learn how to view reports that are in your system.
  • Reference the Report Builder Guide to learn how to build reports.

Discontinuation of v8.3.6

posted Feb 28, 2012, 9:29 AM by Unknown user   [ updated Mar 26, 2012, 9:00 AM by Angelique Belot ]

CollaborateMD would like to inform you that our CollaborateMD v8.3.6 has reached its end of life (EOL) and will be removed from service on March 14th, 2012 at 11 pm Eastern Daylight Time (EDT).  Users currently on v8.3.6 should upgrade to v8.3.7 before 11 pm EDT on March 14th to avoid business interruptions associated with the discontinuation of v8.3.6 .
For a complete list of all features and changes within v8.3.7, please review the release notes available on our training home page located at   In addition to the release notes, you can also review our v8.3.7 training modules located on the training site.  
To download v8.3.7, go to the System Section of the CollaborateMD program and click on the "Update Program" button.  Next, you will follow the instructions in the Update Wizard to correctly install v8.3.7.  Please note that if you are a Windows Vista or Windows 7 user and receive a warning message similar to “You do not have privileges to update the program" when launching the program, you will need to start the program as an Administrator.  To do this, close CollaborateMD, right click the CollaborateMD icon located on your desktop and select "Run as Administrator” in the pull down menu.
If you have any questions or need help migrating to CollaborateMD v8.3.7, please contact Client Services at (888) 348-8457 option 2. 

Training Website Improvements

posted Feb 28, 2012, 9:26 AM by Unknown user   [ updated Mar 26, 2012, 9:00 AM by Angelique Belot ]

We are pleased to announce several improvements to our CollaborateMD Training website located at  

The improvements consisted of adding two new options named “Training” and “Updates” to our navigational menu tabs located at the top of the page.  These improvements will provide you with better training capabilities and keep you more informed of enhancements, upgrades and fixes to our CollaborateMD practice management and medical billing software.  

Our new “Training” tab allows users to quickly access training specific to a “New Release” to quickly aid you in becoming knowledgeable in the newest versions of our web-based practice management and medical billing software.   
Our syllabus training allows the users full access to all of our in-depth training modules to customize their training needs.  
Whether you want full training or customized training on your mobile device, in the office or at home, our website supports all of your training needs.

Our new “Updates” tab allows users quick access to the enhancements, upgrades and fixes to our CollaborateMD practice management and medical billing software after its initial release.  
This new page displays the current updates to all active releases and provides monthly archive history associated with previous updates.   Previous updates are archived into their respective calendar month and can be easily accessed by clicking a specific calendar icon.   The updates are denoted in a table containing the specific date of the update, a brief overview / solution, and the impacted areas pertaining to the applicable release(s).  

Our goal is to ensure near real-time communications of the updates we are making to improve our software to meet your business needs. 

We at CollaborateMD (CMD) strive to provide best in class product, service, pricing and training to our customers.  

We will continue to work hard to remain your preferred choice for Practice Management and Medical Billing.  

As always, we thank you for your business and are very proud that you have chosen CollaborateMD for your Practice Management and Medical Billing Software. 

Payers Converted Back to 4010

posted Feb 28, 2012, 9:20 AM by Unknown user   [ updated Feb 28, 2012, 9:21 AM by Angelique Belot ]

CollaborateMD has been informed that the payers listed below have reverted back to the ANSI 4010 format effective immediately. 

CPID 2758 - Louisiana  Blue Cross Blue Shield

CPID 3435 - Healthcare Improvements Plus

CPID 4299 - Assurant Health Self Fund

CPID 7498 - ODS Health Plans

CPID 4272 - Total Carolina Care

CPID 5500 - Texas Medicaid

CollaborateMD began sending claims to these payers in ANSI 4010 format on Feb 13, 2012.  

Once we receive confirmation that this payer is ready to start accepting 5010 format again, we will revert back.

If you have any questions or concerns, please feel free to contact Client Services at (888) 348-8457 option 2. 

Avoid Common 5010 Payer Rejections for Institutional and Professional Claims

posted Feb 14, 2012, 7:04 AM by Angelique Belot   [ updated Feb 14, 2012, 7:05 AM ]

CollaborateMD continues to work towards resolving global issues across all payers, including Medicare, Medicaid, Blue Cross Blue Shield, and commercial payer lines of business. Through this work we have identified two issues that are causing approximately 30% of all 277/Claim-level rejections:
  • Member eligibility errors
  • Provider enrollment / NPI errors

Click here for more information on how you can avoid common 5010 Payer Rejections. 

If you have any questions or concerns, please feel free to contact Client Services at (888) 348-8457 option 2.

Questions about the Payment section? - We want to hear from you!

posted Oct 27, 2011, 3:40 PM by Angelique Belot   [ updated Oct 27, 2011, 3:56 PM ]

Questions about the Payment section? 

We want to know what training modules or documentation you would love to see in regards to the Payment section. What are some simple how to's in regards to the Payment that would be beneficial to you and your business? We want to hear from you, fill out the Contact Our Training Department form to let us know what would benefit you. 

Change Healthcare Notifications Moved to Blog

posted Sep 14, 2011, 8:31 AM by Unknown user   [ updated Aug 24, 2017, 8:35 AM by Angelique Belot ]

CollaborateMD has moved all Change Healthcare to our blog. Click Here to read more.

1-10 of 13