Description: At this initial stage, you will attend the Overview webinar to understand the steps needed to setup and configure your CollaborateMD application. The objectives include working with your Training Specialist, understanding the Tools & Resources available to you and your staff, understanding key sections of the application that are vital to your success and some additional tips for having an effective training. 

Phase 1 Homework Assignments

Due Date: On or before your scheduled Phase 2 call



Note: Please omit the assignments that you've already completed.

System Section

☐ Configure your User Profile. Click here for more information.

Practice Section

☐ Verify the the Practice information entered is accurate and no changes are needed. Click here for more information
☐ Ensure the Group Practice NPI Number is entered.

Provider Section 
☐ If applicable add any additional Providers. Click here for more information.
☐ Ensure the Providers Individual NPI Number is entered. Click here for more information.

Referring Section
☐ Add any Referring Providers if applicable. Click here for more information.

Facility Section 
☐ Add any Facilities if applicable. Click here for more information.

Payer Section 
☐ Add Payers. Click here for more information.
☐ Watch the Agreement Registration training module (30 mins)
☐ Review the frequently asked questions about Payer Agreements. Click here for more information.
☐ Begin completing your Payer Agreements. Click here for more information.

Codes Section
☐ Begin adding your Billing & Procedure Codes. Click here for more information.
☐ Begin adding your Diagnosis Codes. Click here for more information.

Practice Fusion Customers Only 
☐ Activate the Practice Fusion Interface within CollaborateMD. Click here for more information.
☐ Obtain your Facility and Provider sequence numbers. Click here for more information.
☐ Complete the Integration Request within Practice Fusion. Click here for more information.
☐ While waiting to hear back from Practice Fusion, begin syncing your CollaborateMD Payers within Practice Fusion. Click here for more information.
☐ While waiting to hear back from Practice Fusion, begin configuring your CPT Codes & ICD Codes (optional, but strongly recommended. Click on the corresponding links for more information.
☐ Learn how to Create & Submit Superbills.

Patients (Non-Interface Customers Only)
If you are NOT using an interface complete the actions below. If you unsure please ask your Training Specialist.

☐ Begin creating Patients. Click here for more information. 

Claims (Non-Interface Customers Only)
If you are NOT using an interface complete the actions below. If you unsure please ask your Training Specialist.

☐ Begin creating Claims. Click here for more information. 


https://sites.google.com/a/collaboratemd.com/training/home/phase-1?tmpl=%2Fsystem%2Fapp%2Ftemplates%2Fprint%2F&showPrintDialog=1