Setup Guide‎ > ‎

Setup Guide - Billing Service

This page explains the next steps on how to successfully setup and configure your CollaborateMD account. It also focuses on key aspects of your account that you should become familiar with prior to your first training / overview call with your Training Specialist.

Your Next Steps


READ AND UNDERSTAND WHAT IT TAKES TO GET STARTED
    As a Billing Service, the Account Setup Wizard created:
    • Your Billing Service account (used for testing and training purposes), 
    • Your first Customer, and
    • Your Customer Practice
    Users that work for a Billing Service may automatically be logged in to the Billing Service account, unless you've been added to another Customer Account by your Administrator. You must use the Switch Account link via the System section to log in to the appropriate Customer Account in order to begin setting up and configuring the account. As a Billing Service, we recommend that you configure one (1) Customer Account at a time. Completing these steps prior to your first training / overview call with your Training Specialist will be vital to the overall success of your training process. 

    REVIEW EXISTING CUSTOMER PRACTICE
    Review and edit the Practice that was created through the Account Setup Wizard to add / edit any information
    ADD ADDITIONAL PRACTICE(S) (OPTIONAL)
    1. Adding Additional Practices
    Why would I want to create another Practice? 
    In most cases a Medical Practice account only requires one (1) Practice, even if the Practice has multiple locations. You may enter information regarding any additional locations your Practice bill under using the Other Office section within the Practice section of the CollaborateMD (CMD) application. 

    Note: Other Offices must use the same pay-to address as the Primary Office entered under the Office Information tab. Other Offices may have different NPI numbers than the Primary Office. In the event you cannot use the same pay-to address as the Primary Office, you may need to add a new Practice. 

    If you are still unsure whether you should add another Practice, please wait until you speak with your Training Specialist to avoid performing unnecessary work within the CollaborateMD (CMD) application. 

    ADD  ADDITIONAL PROVIDER(S) (OPTIONAL)
    1. Adding Additional Providers

    Why would I want to create another Provider?

    Additional providers may be added to indicate those who rendered services to patients or are required for billing purposes to be listed on the claim form. Additional providers may use the same or a different tax id than the initial provider entered. Please review the Tax-ID Add-On Policy prior to adding any additional providers to avoid unnecessary charges to the account.


    If you are still unsure whether you should add another Provider, please wait until you speak with your Training Specialist to avoid performing unnecessary work within the CMD application.


    ADD PAYERS(S) AND COMPLETE PAYER AGREEMENTS
      Within 48 business hours of the Provider being added you will be able to log into CollaborateMD and begin filling out your payer agreements. Please reference the steps below to begin adding and completing payer agreements for your major payers. 
      Begin adding and completing Payer Agreements for your major Payer(s). 
      1. Add Payer(s)
      2. Complete Payer Agreements
      ADD ADDITIONAL CUSTOMER(S) (OPTIONAL)
        As a Billing Service you may have multiple customers you bill claims for. When ready, follow the instructions below to add additional Customer Accounts for your practices:

        1. Go to the Admin section. 
        2. Click on the Add Customer button.
        3. Enter the Customer Name.
        4. Click the Save button when you're satisfied.

        Relax and Sit Tight.


        Have more questions? Your Training Specialist will be able to answer them during your overview call within three (3) business days.