As a Medical Practice, the Account Setup Wizard created your account and initial practice. If additional practices 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 bill under using the Other Office section within the Practice section of the CollaborateMD (CMD) application.
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 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).
Set up Guide >