Welcome to CollaborateMD (New Accounts)

These pages serve as a guide to complete Agreements, set up your CollaborateMD account and as reference documentation for working with everything CollaborateMD has to offer. 

What You Need


Before getting started with CollaborateMD, please take some time to review and acknowledge the following Department Agreements. 

In order to use CollaborateMD, you will need to download the latest version. 


The Account Set up Wizard helps you to configure your user profile, account info, and practice information. Your account must be configured through the Account Set up Wizard prior to your Training Specialist contacting you. Failure to complete the Account Set up Wizard within a timely manner will delay your training. 

Note: Should you need to exit out of the Account Set up Wizard at any time, the information entered will be saved. 

Step 1

Reference the CollaborateMD - Welcome email for your login credentials: username and temporary password. Please have the following information readily available in order to successfully complete the Account Set up Wizard: 

 For your Practice:  Practice Name,  Taxonomy Specialty (?),  Primary Office Address,  and NPI (?)

 For your Account:  Account Name,  Billing Address,  and Account Owner Information

 For your Payment Profile:  Credit Card,  Debit Card,  or Bank Account Information

Step 2

Once you have logged in to CollaborateMD with your login credentials, the Account Set up Wizard will automatically launch. You will be prompted to set up your account using the Account Set up Wizard. 

Step 3

After completing the Account Set up Wizard, you will be provided with instructions on how to set up and configure the rest of your account. Your next steps will be to add additional practices (if applicable), office locations, and providers. 

What's Next?  

You will receive a confirmation email once your account is successfully created. Within that email is a link to our Set Up page(s) for more information on the items that need to be configured prior to your first training / overview call.

Once your account is successfully configured, your dedicated Training Specialist will be contacting you within three (3) business days to perform your overview call and then schedule your training. 

Your Training consists of the 5 Phases denoted below
  • Phase 1: Adding data to the program in order to create claims (Week 1) 
  • Phase 2: Create test claims and submit to the clearinghouse (Week 2) 
  • Phase 3: Track test Claims/If ready, move to production mode for claims to reach the payer, and claim reports to run (Week 3/4) 
  • Phase 4: Posting payments (Week 5/6) 
  • Phase 5: Review suggested reports to run and address final questions, explain what's next for your account, complete Turnover (Week 7) 
Note: More details will be provided regarding each phase later in training