Webinars‎ > ‎

On-Demand Webinars

Missed one of our live webinars? No worries! We recorded it for you! Explore CollaborateMD when it's convenient for you - anytime and anywhere. Our on-demand webinars let you find out more about the key sections of the application you use to work less and get paid fast.

Click here to view archived webinars pages for older webinars of CollaborateMD. 

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Getting Started

CollaborateMD Overview

August 2017 | 1 Hour

During this webinar, you will be provided with a brief overview of the key sections within CollaborateMD that are vital to configuring your account. In this pre-recorded webinar you will learn:

  • Basic CollaborateMD setup requirements*
  • Contacting Us 
  • FAQs 


*Are you currently in Implementation/Training? Click here for your Phase 1 Homework assignments. 

Getting Started Webinar: CMD Overview Table of Contents

CollaborateMD & Practice Fusion Inteface Overview

January 2014 | 1 Hour

If you're using CollaborateMD with Practice Fusion's EHR, watch this webinar to learn how to configure your account. In this pre-recorded webinar you will learn:

  • CollaborateMD Training Process 
  • Basic CollaborateMD setup requirements for integration
  • How to integrate the CollaborateMD & Practice Fusion interface
  • Homework Assignments
  • Contacting Us
  • FAQs


*Are you currently in Implementation/Training? Click here for your Phase 1 Homework assignments. 


Webinar What You Should Know

August 18th, 2015 | 1 Hour

During this webinar AHIMA approved ICD-10 Trainer Nicole D Harper will discuss: 

  • What you should know about ICD-10 and why is the change happening
  • Proactive approaches to take now in order to prepare for organization success
  • Strategies to implement in order to mitigate loss
  • Vendor readiness and features within CollaborateMD to start using today 
  • Tips on effective training & education opportunities
 ICD-10 Webinar Questions (questions asked during the webinar)


Claim Attachments

Improve Reimbursement Cycles with Electronic Claim Attachments

March 2016 | 43 Minutes

Electronic Claim Attachments is a feature that can help improve reimbursement cycles. If you are submitting Worker’s Compensation and Property & Casualty claims by paper today, you need to view this recorded webinar. In this pre-recorded webinar you will learn:
  • Part 1: 4 Easy Steps to Getting Enrolled
  • Part 2: 3 Methods to Use Attachments
  • Part 3: Reporting, Resources, and Tools



Messaging and Scheduling On The Go!

December 2017 | 23 Minutes

CMD2GO gives you the freedom you deserve for all your Scheduling and Messaging needs.  In this pre-recorded webinar you will learn about key features without needing access to the full CMD application.  Learn how to check and update your schedule from anywhere including mobile devices and also send/receive secure messages with other users in your office.
  • Overview of Messaging section: Stay up-to-date on current messages wherever you are located using our secure and HIPAA compliant messaging services. 
  • Overview of the Scheduler Section: Real-time updates with CMD2GO lets you know who has confirmed and who needs to reschedule their appointments. Visually filter through appointments by Resources, Practices, Providers, Offices, Facility as well as other options.


Credit Card Processing

Credit Card Processing & Patient Payment Portal

November 2017 | 55 mins

During this Integrated Payment Portal webinar, you will quickly learn how to accelerate and simplify patient receivables with the CollaborateMD Integrated Payment Processing Free Webinar, including how you and your patients use the Payment Portal. In this pre-recorded webinar you will learn:

  • How to set up your Payment Portal 
  • How patient payments are posted within seconds
  • How to post credit card payments directly into CollaborateMD




February 2016 | 30 mins

During this webinar, you will be provided with an overview of the payer agreement process, the permissions needed to complete agreements within CollaborateMD, how to identify what agreements are required for your payers, and how to complete and submit agreements within CollaborateMD.


Checking Status of Agreement

February 2016 | 15 mins

During this webinar, you will be provided with an overview on how to check on the status of your submitted payer agreements within CollaborateMD and Enrollment Central.

We're currently revamping this video


Payment Overview

We're currently revamping our Payment video. Stay tuned . . .

May 2015 | 1 Hour
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. In this pre-recorded 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

Updated Footage Coming Soon!



Central Business Intelligence (CBI) - Report Viewer

June 2015 | 1 Hour

CollaborateMD’s Central Business Intelligence (CBI) tool contains a Report Viewer and Report Builder that allows you to tailor your reports and turn information into intelligence that improves the financial performance of your business. From this webinar you will learn: 
  • Where do I start with CBI? 
  • Five capabilities you should know for your reporting needs 
  • Getting started with reporting – what you need to know and reports to pull, and
  • Frequently Asked Questions 


Building Reports from Templates

July 2015 | 1 Hour

Learn about all of the features and benefits of the Report Builder to build and edit standard reports. In this pre-recorded webinar you will learn:

  • Tips and Tricks to using the Report Fields 
  • How to leverage the field formatting and display tools 
  • How to save, share, and run reports 


Building New Reports

July 2015  | 1 Hour

Learn about all of the features and benefits of the Report Builder to create reports from scratch. In this pre-recorded webinar you will learn:

  • Tips and tricks to using the Report Fields
  • Adding columns, filters, groups, charts, and co-displays
  • How to save, share and run reports


Version 9.6 Overview

August 2017 | 1 Hour

Our newest release, v9.6, has, even more, time-saving and automated features than v9.5.1, to help your business move to the next level. This video will show you how to effectively leverage the CPT Situational Codes, Patient Notifications, and the ability to implement Patient Payment Plans - and much more. In this pre-recorded webinar you will learn:
  • CPT Situational Codes
  • Patient Payment Plans
  • Patient Notifications
  • And Much More...