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
ACKNOWLEDGE DEPARTMENT AGREEMENTS
Before getting started with CollaborateMD, please take some time to review and acknowledge the following Department Agreements.
DOWNLOAD & INSTALL COLLABORATEMD
In order to use CollaborateMD, you will need to download the latest version.
COMPLETE THE ACCOUNT SET UP WIZARD
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.
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: