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Setup Guide - Medical Practice


As a Medical Practice, the Account Setup Wizard created your account, initial practice and initial provider. If additional practices or providers need to be added, please reference the instructions below. 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


ADD ADDITIONAL PRACTICE(S) (OPTIONAL)
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 bills 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 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 first 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. 
    1. Add Payer(s)
    2. Complete Payer Agreements
      • Agreement Overview
      • Getting Started with Agreements
      • Completing Agreements via CollaborateMD
        • Click here to watch a tutorial on how to complete and verify the status of payer agreements
        • Click here for step-by-step instructions on how to complete and verify the status of payer agreements

    ADD AND CONFIGURE USERS

      1. Add Users
      2. Configure Groups
      3. Configure Permissions
      4. Configure Hours
      5. Configure Departments 

      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.