What are CollaborateMD users saying about the software?
Read what people like you have said about using CollaborateMD software through verified user reviews
User Review Highlights
4.2
66 Reviews
Ease-of-use
out of 5Customer Support
out of 5Value for money
out of 5Functionality
out of 5"That feature was very helpful across our practice since our verification and billing was a separate department than our scheduling and reception. Billing was no complicated and user friendly."
"This has been so user-friendly and such an easy transition and set up. We love this and would recommend it to everyone."
"Collaborate is an easy to use software that is user friendly with many easy to navigate features. Many options on every reporting tab."
"Horrible set up and scheduling is a joke. The scheduling is far from user friendly and the set up of the scheduling is awful."
"No one will talk to you everything is a battle with them."
"CMD is a billing system. If you are looking for a more robust scheduler and other enhancements you may be disappointed."
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Showing 1 - 25 of 66 reviews

Gianna
Verified reviewer
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
March 2018
Excellent customization abilities within Scheduling and Reporting functions
It makes it easy for staff to understand billing procedures and therefore they can better explain to patients when balances accrue due to coinsurance/copays/deductibles.
Pros
The programming is intuitive and each section of a patient's account, such as patient data and claim data, communicates together (which improves ease of use and decreases labor costs).
Cons
It needs to have bidirectional communication with our EHR, Practice Fusion. Claims are sent from PF to CMD, but patient data is not communicated from CMD to PF, which costs us labor to input the schedule and patient data twice, once in each program.
SLOAN
Company size: 2-10 employees
Industry: Mental Health Care
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
May 2021
Collaborate MD
Overall, it was pleasant. User friendly. Very easy on the eyes and very easy to train staff on in regards to the front office aspect of the software.
Pros
The scheduling platform that Collaborate offered was very user friendly and offered a lot of features that helped our practice even when we were bringing on new hires. I liked most that in scheduling/calendar area you could at a very quick glance differentiate between scheduled, checking in, rescheduled, cancelled, and no show appointments. The "appointment box" if you will call it, also provided a glance of "appointment notes" from staff such as "collect $$$ copay" or "get new ins card" etc. That feature was very helpful across our practice since our verification and billing was a separate department than our scheduling and reception. Billing was no complicated and user friendly. Initially when I started using this program I was new to everything and had never even done billing before but due to its simplicity and ease of use it was not complicated for me, a new biller, new to the software, to pick up and start billing with ease.
Cons
There were some gaps that could use some improvements. It lacked a comprehensive referral system, It lacked management access to fine tune the automations of the application such as patient reminders, patient broadcasting, same day appointment broadcasting ex. "the provider had an emergency, pls contact office to reschedule appt" or something of the sorts. Also, pt messaging features were lacking. I could not text a pt, email a pt, or anything like that from within the system.
Reasons for choosing CollaborateMD
Highly recommended by a friend in the same industry. I was able to have the opportunity to view the workflow of Collaborate when I was at my friends practice while it was in use and get a up close view of how the software operated.
gail
Company size: 2-10 employees
Industry: Medical Practice
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
March 2022
The WORSET, Be aware No support, Danger ! Claims say processed and are not .
This COMPANY IS THE WORSET IF YOU BUY IT BEWARE
Pros
There is not one thins ,we have to move the billing to another service. Claims say they are process, you call the insurance company they don't have them, Then they are not prided because of timely filing. Danger
Cons
No, SUPPORT, THEY ACT LIKE THEY DO EVERYTIME IT STSTES OFF LINE, YOU PLACE A TICKET STILL WAITING FROM 2 WEEKS AGO.
Erin
Company size: 2-10 employees
Industry: Medical Practice
Time used: Less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Great product - Easy to Use!
Pros
I love the easiness of using CollaborateMD. It's an easy system to learn and to teach others. Everything flows nicely from one screen to another. I also love that you can customize reports and export them into formats that can be edited for future use.
Cons
I wish customer service was a little more attentive and helpful.
Reasons for choosing CollaborateMD
Ease of use.
Reasons for switching to CollaborateMD
Medware is awful and AdvancedMD is harder to use with less customizations.
Chris
Company size: 2-10 employees
Industry: Hospital & Health Care
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
CMD is easy to use and reliable
Pros
I have used other billing softwares but CMD is easy to use and very reliable. There are add on features that can be utilized if wanted, but you don't have to pay for things you don't need.
Cons
It would be great to customize reports more easily.
Reasons for switching to CollaborateMD
Medisoft was too difficult to use at multiple offices. CMD is flawless since it is cloud based.
Jennifer
Company size: 51-200 employees
Industry: Management Consulting
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Best in the Market
Support is great, easy setup, easy navigation. I would highly recommend anyone move over to CMD.
Pros
It's easy to use, cloud-based, and the Dashboards and Reporting are the best, hands down.
Cons
Payer Agreements have come a long way with CollaborateMD and are very straight forward but I'm always looking for ways to make this easier and faster for providers/groups. Possibly be able to log into the ChangeHealthcare portal in the application would make it easier. Their website is not as user-friendly as CMD. It would also be nice to schedule reports to be delivered to users, user's emails, and on certain frequencies.
Reasons for choosing CollaborateMD
It's easy to use for Billers and our Doctors love that they can use and track things. They love CLaim Tracking and Dashboards!
Reasons for switching to CollaborateMD
Kareo is aweful. They haven't updated their PM and billing system in 20 years. You can't access the clearinghouse, the reports are aweful, the exporting of reports is even worse. Overall it's 5 times more steps to do anything in Kareo. I also have used eThomas, ECW, Medisoft, and AdvancedMD. CollaborateMD is still by far the best and number 1 choice.
Samantha
Company size: 51-200 employees
Industry: Hospital & Health Care
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
CollaborateMD for Family Practices
Overall, CMD is a great billing system.
Pros
CollaborateMD is overall a great product for billing. What I like the most is the flexibility in reporting. You can customize any report and pull all the data that you need. I've never seen reporting capability like this in any other billing system. Customer Service is great with CMD as well. My support tickets are always addressed in a timely manner.
Cons
I am not a biller, but I do billing analysis on a daily basis and also help integrate CMD with our EMRs. I wish CMD had an EMR front end and wasn't just a billing system. The integration with EMRs is ok, but not perfect. There are small issues with each of our systems in communicating with CMD. One of our EMRs has to use the scheduler in CMD. The scheduler in CMD could use improvement. It is pretty basic and the user interface leaves much to be desired. Also it is not possible to use CMD reminders just on certain providers, you have to do them all. So we cannot take advantage of this feature the way we would like to.
MARGARITA
Company size: 11-50 employees
Industry: Accounting
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Revenue Cycle Management
I've been around CollaborateMD since the beta version and have loved the improvements. The software is actually been a great asset on my resume and has helped me progress through the chains of management.
Pros
I've always loved how user friendly the software is. It's easy on the eyes and navigating is a breeze.
Cons
Reporting. I have been able to work around glitches in the building process, but there is so much more that could be done to improve reporting. The software is more for individual providers versus facilities, which we work more with.

Kerri
Verified reviewer
Company size: 2-10 employees
Industry: Medical Practice
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
April 2019
Collaborate The Cheaper Way To Server A Practice
Collaborate works in sync with Practice Fusion, which is the electronic medical record side, and for the price, it is amazing software. Collaborate MD is a billing software which is low cost and easy for people who are not the most computer savy to use. Though the reports may not be very detailed or designed with special graphic functions they are easy to read and use to follow up on the money, and the customer support is one call away and most of all always happy to assist you. It has proven for us to be dependable and great to work with.
Pros
I love the ability to print multiple charts at one time. When working with accounts where you have to review multiple accounts and print billing for them it is nice to have software where you do not have to do one chart at a time.
Cons
The reporting system is not very elaborate it is very simple and not as detailed as you may like.
Leah
Company size: 11-50 employees
Industry: Medical Practice
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
CollaborateMD review
Up until CMD was bought, the customer service was amazing. Now, not so much ☹️
Pros
Ease of use entering patients and claims
Cons
1. Not being able to call and a live person answer, like years past. 2. Not being able to receive HRSA payments through ERA 3. Claims showing on rejection report that weren’t actually rejected 4. BCBSTX eligibility check not working
Reasons for switching to CollaborateMD
Cost
Jazmine
Company size: 11-50 employees
Industry: Medical Practice
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Ultimately Customizable
Awesome.
Pros
This billing system is ultimately customizable and caters to so many different practices. We love that this system integrates with many EHRs. We love that the reporting caters to the needs of our providers.
Cons
What I like least about this software is duplicate claims don't get flagged or don't alert us.
Reasons for switching to CollaborateMD
Volume, reporting, and integration
Micah
Company size: 11-50 employees
Industry: Hospital & Health Care
Time used: More than 2 years
Review Source: Capterra
October 2016
Quality Practice Management Software
After working on a variety of practice management systems, from the very expensive to the potentially cost-prohibitive, I've found CollaborateMD to be extremely easy to use, as well as afford. From day-to-day tasks like checking insurance eligibility, to in-depth data mining and reporting, CollaborateMD has been an excellent solution for our practice.
Pros
Ease of use/functionality.
Cons
The interface from our EHR to the PMS is uni-directional, and bi-directional would be ideal.

Response from CollaborateMD
Thank Micah for your kind words. It has been a pleasure to support you and your business since 2013. With the EHR integration, we are glad your business has found value. Our current integration has saved users hours a day of duplicate data-entry of patient demographics and the automation of creating claims. We are working with your current EHR vendor to allow more diversity with our API integration, to streamline your day-to-day functions even further, in the future. Thank you again for your loyalty with CollaborateMD. Jennifer Wilson Sales & Solutions Manager
Replied October 2016
JOEY
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
June 2018
THE BEST MED SOFTWARE
Pros
Collaborate is an easy to use software that is user friendly with many easy to navigate features. Many options on every reporting tab. Patient portal, demographics, financial and insurance information. This program also has auto updates that allows you to choose from the most updated icd10 codes and claim choices.
Cons
The customer service could use improvement. Collaborate requests that you contact customer support through a message center and sometimes with the busy work flow the instant assistance would be more beneficial. If you are working on a report for the practice and need immediate assistance, you have to place the task to the side until Collaborate contacts you via message or via a phone call. They do have a self help option that sometimes needs more assistance with a one on one customer service rep
Melissa
Industry: Medical Practice
Time used: More than 2 years
July 2016
CollaborateMD is the best kept secret in the industry bar none!
Pros
I can say with confidence from my own experiences plus colleagues' reported experiences with several of the most well known medical billing/practice management systems, that Collaborate MD is the best product among them all. It's the easiest, fastest, most intuitive, user friendly product with unlimited professional support in every area for as long as you have the product. They have one goal, to get their customer's claims paid as fast as possible, and they take it very seriously. They are constantly improving their product with many updates throughout the year which include implementing customer's input to maintain a cutting edge product that is continually evolving. For the price, it's a steal in comparison to other systems. If they ever get wise to what they have, they would charge far more for their services.
Cons
Nothing. Product is exceptional all around and the people are top-notch professionals who know their product and area of expertise.
Carla
Company size: 2-10 employees
Industry: Medical Practice
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Great System and Staff
Overall, all experiences with CMD have been easy.
Pros
System if very user friendly. Tutorials and support is top notch.
Cons
Limited to one clearinghouse, does not have EHR included.
Reasons for choosing CollaborateMD
User Interface, ease of use and cost.
Syed
Company size: 51-200 employees
Industry: Hospital & Health Care
Time used: Less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Best and inexpensive RCM Software
One of the best I have used so far and always recommend to our clients.
Pros
This is by far one of the most user-friendly software I have used. It very easy to use and navigate through all the options.
Cons
The claim scrubbing should be more enhanced as well as the Dashboard.
Reasons for choosing CollaborateMD
Inexpensive and user-friendly.
Jackie
Company size: 11-50 employees
Industry: Financial Services
Time used: More than 2 years
June 2017
If you are a Medical biller, CMD provides all the tools you need to track your claims within the software
I love it. I have all the tools and support I need to get my claims paid. While using CMD, we have increase our clients revenue by a minimum of 15% and some as high as 50%.
Pros
They are constantly improving the software based on what we, the billers, need. Very professional and knowledgeable staff and support is at no additional charge.
Cons
CMD is a billing system. If you are looking for a more robust scheduler and other enhancements you may be disappointed. But as a biller; nothing else matters if you cannot get the claim out the door!
NATALIA
Company size: 2-10 employees
Industry: Health, Wellness and Fitness
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Excellent and complete choice for medical practice management
Very good. We have used this software since we opened our practice in 2008 and never tried anything else. It is very complete and has improved with time.
Pros
It is very complete, with scheduling, patient account management, reports.
Cons
Sometimes the accounting is confusing in the patient's record. Also, when in the past we had disputes with the accounting dept. for charges we considered unjustified, we were not given any consideration in several occasions.
Alexxis
Company size: 11-50 employees
Industry: Mental Health Care
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Collaborate MD Review
Collaborate MD has been very easy to use and train others to use. If/when there has been an issue the customer service is always quick and thorough.
Pros
There are a lot of features Collaborate MD ahs that if used properly can help you stay on top of your workload and are efficient.
Cons
Sometimes the EOBs aren't in their until a few days after the payments were made making it harder to post payments and needing to pull the EOBs from other portals.
Deedee
Time used: Free Trial
June 2012
I am the biller for a psychologist and his assistant. We have a small practice with a high Medicare volume. I started looking for a program because of the rejections from Medicare. I had to do double entry; by creating the claims on a PDF formatted HCFA form to print out on the actual forms and then mailing the claims in. Once they were mailed, my provider had to wait for up to a month for reimbursement of the claims. It was costing us a fortune to create these claims! The system we were using was not meeting our needs when it came to scheduling both of the providers in the office. When we started on April 1st with CollaborateMD we were using 8.3.1 but a recent upgrade brought us up to 8.4. The upgrade was seamless and introduced the ability to assign tasks to other users (which I love!). The implementation went very fast. The data entry took about 2 weeks because I was doing it alone, but since our providers only see about 30-40 patients a week, it wasn't horrible. I did enter every patient from the old system just for the history. The training was through and I felt very supported and still do by our implementation specialist, Amanda. The only hiccup, if you will, has been with a payor denying claims that would not be denied on their own website due to a member ID number discrepancy. The customer support has been wonderful. I call or email Amanda and I get a response quickly if not right away. I have benefitted from this change because I am getting most of my payments by ERA and now submitting most every claim electronically. I only have 1 payor who is not currently accepting electronic claims submission. I am very happy with my choice in this program. My only complaint is I wish we could have done it sooner.
Alex
Company size: 51-200 employees
Industry: Hospital & Health Care
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Integral for Medical Billing
Overall, CollaborateMD has been integral for our primary reporting needs.
Pros
CMD allows report customization that is critical for analyzing medical billing, insurance collections and many other areas of our business.
Cons
There are very limited options for patient statements, as well as reporting on deductibles, coinsurance and copay. Customer service has also not been as helpful in certain instances.
Lazette
Company size: 2-10 employees
Industry: Accounting
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Always reliable!! Always updating!!
Over the 14 years, I have used this software it has grown with the industry and always adding new and improved ways of making what I do easier! I recommend it to anyone looking for this type of software!
Pros
The ease of use and the Help Section is soooo good if you need help with almost anything claims and payment posting issues.
Cons
Nothing really. It worked great.
Reasons for choosing CollaborateMD
Recommended by a fellow medical biller.
Julia
Company size: 51-200 employees
Industry: Hospital & Health Care
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
Extremely Pleased with this product
I recommend Collaberate to anyone looking for billing software.
Pros
It’s simplicity. It was easy to use. Clean on the screen and not a bunch of short cuts that only went one place...
Cons
At the time I was using it there was no EHR feature available.
Reasons for choosing CollaborateMD
Collaborate was recommended by a long time user and as I had used it previously it was the obvious choice
JENIFER
Company size: 2-10 employees
Industry: Health, Wellness and Fitness
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
REVIEW FROM BAYWEST
EVERYTIME WE GET USED TO NEW UPDATES , THEN MORE CHANGES ARE MADE AND THERE ARE ALWAYS GLITCHES WITH PREVIOUS UPDATES...LIKE THE CODE WERE ENTERED WRONG
Pros
SOME OF ITS FEATURES ARE BENEFICIAL OTHERS ARE ONLY THERE TO HELP CERTAIN PEOPLE FOR THEIR SPECIALTIES. IS NOT ALWAYS CONDUCIVE TO WHAT WE NEED FOR OUR CHIRO OFFICE
Cons
SOME FEATURES ARE REDUNDANT AND YOU HAVE TO GO TO SEVERAL OTHER SECTIONS TO DO THINGS INSTEAD OF IT BEING IN ONE SPOT. POSTING OPTIONS SHOULD ALL BE IN THE SAME SECTION. CHECKING ACTIVITY SHOULD NOT OPEN A WHOLE OTHER COLLABORATE AS IF I LOGED BACK IN AGAIN...SEVERAL OTHER THINGS AS WELL ARE INCONVENIENT
Reasons for switching to CollaborateMD
WAS TOLD THIS DID BILLING BETTER
YASIENIA
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
July 2018
WONDERFUL BILLING SOFTWARE
Pros
Collaborate MD is a dowloaded software program that can be used web-based as well. It also has capabilities for practice management, claims management and intergrated payment processing features.
Cons
So far so good with using Collaborate MD. We have used this software for our medical practice for years and would not even change to any other program.
