--- title: "CollaborateMD Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CollaborateMD Software - reviews, pricing plans, popular comparisons to other Medical Billing products and more." source_url: "https://www.capterra.com/p/81299/CollaborateMD-PMS/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # CollaborateMD Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CollaborateMD ## What is CollaborateMD? CollaborateMD by EverHealth is cloud-based practice management and medical billing software that streamlines workflows, simplifies billing, and helps increase reimbursements. From appointment scheduling to payment posting, it helps practices, labs, and billing services operate efficiently, with unlimited users at no extra cost. Key features include AI-Powered Universal Data Import, intelligent claim validation, real-time claim submission and tracking, eligibility checks, task management, ERA automation, and automated denial workflows. A built-in clearinghouse helps accelerate claim resolution. CollaborateMD also offers patient intake forms, responsibility estimates, prompt-pay discounts, payment plans, integrated patient payments, and an online portal. Customizable dashboards, real-time A/R visibility, and 125+ reports help you monitor financial performance. CollaborateMD is part of EverHealth, a healthcare technology company. ## What is CollaborateMD used for? [Medical Billing](https://www.capterra.com/medical-billing-software/)[Medical Practice Management](https://www.capterra.com/medical-practice-management-software/)[Assisted Living](https://www.capterra.com/assisted-living-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 113 user reviews Reviews sentiment Positive 78% Neutral 4% Negative 18% Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Medical Billing / 2026 - Medical Practice Management / 2026 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CollaborateMD?[Manage this product listing](https://www.g2.com/products/collaboratemd/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CollaborateMD 4.1 (113) VS. [4.1 (1,134)](https://www.capterra.com/p/48210/ChiroTouch/reviews/) Starting Price Contact vendor Starting Price $329 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (113) Ease Of Use 4.0 (1,133) Value For Money 4.0 (90) Value For Money 3.7 (883) Customer Service 3.8 (106) Customer Service 3.9 (1,090) ## CollaborateMD alternatives [3.6 (467)](https://www.capterra.com/p/114601/AdvancedEHR/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 61% of reviewers rated it above 4 stars [4.2 (339)](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars Highest Rated [4.3 (509)](https://www.capterra.com/p/110018/rxnt/reviews/) Starting price $32.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.0 (41)](https://www.capterra.com/p/116370/PracticeSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 71% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/81299/CollaborateMD-PMS/alternatives/) ## FAQs about CollaborateMD Overview ### What problems does CollaborateMD solve? CollaborateMD solves medical billing workflow delays by supporting electronic claim creation, eligibility checks, clearinghouse submission, ERA payments, and A/R follow-up reporting. Customizable billing and collections reports give practice managers and billers visibility into cash flow. Small healthcare practices and revenue-cycle teams also benefit from guided implementation, training, and ongoing support. Answer based on 44 reviews Overview ### Which roles and teams benefit most from CollaborateMD? CollaborateMD is most used by medical practice owners, executives, and administrators who oversee financial performance and daily operations. Billing managers, supervisors, specialists, and medical billers rely on it to manage claims, payment posting, and follow-up work, while physicians and practice managers monitor billing activity and practice revenue. Answer based on 108 reviews Overview ### What company size and industries is CollaborateMD built for? CollaborateMD is cloud-based medical billing and practice management software for small medical practices, billing companies, and labs; 97% of reviewers are small businesses. Its leading industries are Medical Practice (43%), Hospital & Health Care (19%), and Health, Wellness and Fitness (16%), while 3% of reviewers are midsize businesses. Answer based on 113 reviews Features and Usability ### What are the key features of CollaborateMD? CollaborateMD includes core medical billing features such as claims management, claims scrubbing, code and charge entry, and electronic payments. Reviewers most often discuss its customizable reports and real-time reporting for revenue analysis, along with insurance eligibility verification, EMR/EHR integrations, and appointment scheduling for practice operations. Answer based on 51 reviews Integrations ### Which third-party tools and platforms does CollaborateMD integrate with? CollaborateMD integrates with 12 third-party healthcare platforms, including reviewer-confirmed Practice Fusion. Its catalog also lists EHR and practice-management connections with Alleva, Amazing Charts, Elation, Hello Health, Kipu, Medical Mime, Praxis EMR, PrognoCIS, Ritten, Sevocity, and WebPT. Practice Fusion supports billing, charge-entry, and patient-data workflows. Answer based on 22 reviews Getting Started and Support ### How easy is it to onboard and train a team on CollaborateMD? CollaborateMD offers live online training, webinars, videos, and documentation for team onboarding. Reviewers report that billing staff and users comfortable with web applications often learn navigation and routine tasks quickly, sometimes independently. Administrators and first-time billing users may need more time for setup, claims workflows, reports, and extensive configuration; some reviewers wanted more specific follow-up training. Answer based on 23 reviews Getting Started and Support ### What customer support options does CollaborateMD offer, and how do users rate the experience? CollaborateMD offers Email/Help Desk, FAQ/Forum, Knowledge Base, and Chat support. Users report knowledgeable, helpful staff and quick resolutions, particularly during onboarding and reporting questions. However, experiences vary: some users cite delayed responses, limited follow-through, and difficulty getting timely one-on-one assistance after training. Answer based on 26 reviews Billing ### How well does CollaborateMD handle medical billing? CollaborateMD handles core medical billing well for many small and midsize practices, with straightforward charge entry, claims, payment posting, and customizable reports. Users also value EHR integrations and account visibility. However, some billing teams report manual payment work, limited automation, dated features, statement and portal constraints, and inconsistent support during setup or issues. Answer based on 42 reviews ## Features AI summary Based on 1,380 Medical Billing reviews Capterra data shows that buyers of medical billing software rank the following features as their top priorities: - **Billing & Invoicing** (**62%** of reviewers rated this feature as critical) - **Appointment Management** (**58%**) - **Charting** (**63%**) CollaborateMD includes **Billing & Invoicing** and **Appointment Management**, giving practices the tools to manage charges, send invoices, and coordinate patient schedules in one system. However, it does not include **Charting**. Instead, it offers other highly rated capabilities such as **HIPAA Compliant** (**70%**), **Claims Management** (**61%**), and **Code & Charge Entry** (**51%**). These features help businesses protect patient data, handle claims more accurately, and record billable services efficiently, helping teams maintain compliance and keep revenue moving. Billing & Invoicing 4.4 (37) 64.86% of 37 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Appointment Management 4.4 (16) 31.25% of 16 reviewers that rated this feature as important or highly important Manage various aspects of appointments including booking, rescheduling, canceling HIPAA Compliant 4.7 (37) 70.27% of 37 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Claims Management 4.2 (58) 75.86% of 58 reviewers that rated this feature as important or highly important Process of submitting and following up on claims with insurance companies Code & Charge Entry 4.2 (20) 55.00% of 20 reviewers that rated this feature as important or highly important Assigning monetary value to patients' accounts as per medical codes and appropriate fee schedule Practice Management 4.1 (27) 62.96% of 27 reviewers that rated this feature as important or highly important Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more CollaborateMD 68 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Code & Charge Entry: Assigning monetary value to patients' accounts as per medical codes and appropriate fee schedule - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Credit Card Processing: Accept and process credit card transactions - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Dunning Management: Process of automatically notifying clients when payments fail to ensure invoices are paid - Electronic Payments: Electronically collect payments for goods or services - EMR/EHR: Create and securely store digital patient records - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - For Chiropractors: Serves chiropractic practices - For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation - For Substance Abuse Therapy: For mental health professionals that specialize in substance abuse therapy/programs - Forms Management: Store, manage and track all forms in a centralized location - Healthcare Compliance: Compliant with healthcare rules and regulations around the world - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims - Invoice History: Store and view prior invoices for each account/client - Live Chat: Ability to chat online in real time - Medical Billing: Manage billing and payments for a healthcare provider - Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects - Mobile Access: Access software remotely via mobile devices - Multi-Location: Manage and support multiple locations - Multi-Physician: Supports practices with multiple healthcare professionals - Online Intake Forms: Online forms for managing client intake - Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health. - Patient Intake: Patients can register for appointments in advance online - Patient Management: Managing and tracking patient health, progress, communication, and treatment plans - Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc. - Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details - Patient Scheduling: Book and manage patient appointments and follow-ups - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Physician Scheduling: Manage physician availability and schedules - Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remittance Advice: Document insurance payer providing an explanation of benefits (EOB). - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SMS Messaging: Send messages via SMS - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (108) 4.0 Based on 108 reviews ## Pricing Value for money 4.0 (90) [View pricing plan details](https://www.capterra.com/p/81299/CollaborateMD-PMS/pricing/) Core Custom Quote Available It includes: - 150 MB Document Cloud Storage - Appointment Scheduler - Built-in Clearinghouse Edits - Robust Analytics/ Dashboard - Customizable Reports (125+ Standard Reports) - Custom Report Builder - Free Preferred EHR Interface - In-App Credit Card Processing - Patient Payment Plans - Real-Time Claim Submission - Secure Payment Portal for Patients - Unlimited Eclaims - Unlimited ERA W/ Auto Posting - Unlimited Real-Time Eligibility - Broadcast Messaging (50 Messages) Optimize Custom Quote Available It includes: - In-App Credit Card Processing - Built-in Clearinghouse Edits - Report Snap & Share - Robust Analytics/ Dashboard - Customizable Reports (125+ Standard Reports) - Unlimited Phone Appt Reminders - Unlimited SMS Appt Reminders - Broadcast Messaging (100 Messages) - Unlimited ERA W/ Auto Posting - Unlimited Real-Time Eligibility - Unlimited USPS Address Scrubbing - 200 MB Document Cloud Storage - Appointment Scheduler - Claim Follow-up & Task Management - Claim Scrubbing - Custom Report Builder - Free Preferred EHR Interface - Patient Payment Plans - Real-Time Claim Submission - Secure Payment Portal for Patients - Unlimited Eclaims Pro Custom Quote Available It includes: - Appointment Scheduler - Built-in Clearinghouse Edits - Claim Follow-up & Task Management - Claim Scrubbing - Custom Report Builder - Real-Time Claim Submission - Unlimited Eclaims - Secure Payment Portal for Patients - Report Snap & Share - Broadcast Messaging (250 Messages) - Intelligent Intake Forms - Patient Responsibility Estimator - Unlimited e-Claim Attachments - Enhanced User Print Statements - Automated Patient e-Statements - 1 GB Document Cloud Storage - Customizable Reports (125+ Standard Reports) - Robust Analytics/ Dashboard - Unlimited USPS Address Scrubbing - Unlimited SMS Appt Reminders - Unlimited Real-Time Eligibility - Unlimited Phone Appt Reminders - Unlimited Paper Claims - Unlimited ERA W/ Auto Posting - Free Preferred EHR Interface - In-App Credit Card Processing - Patient Payment Plans Medical Billing and Labs Custom Quote Available It includes: - Real-Time Claim Submission - Built-in Clearinghouse Edits - Customizable Reports (125+ Standard Reports) - Robust Analytics/ Dashboard - Free Preferred EHR Interface - First Tax-ID Set-Up - In-App Credit Card Processing - Secure Payment Portal for Patients - Patient Payment Plans - Unlimited User License - Appointment Scheduler Value for money 4.0 (90) 4.0 Based on 90 reviews ## Integrations [ WebPT](https://www.capterra.com/p/92920/WebPT/)[ Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/)[ PrognoCIS](https://www.capterra.com/p/37932/PrognoCIS-EMR/)[ Alleva](https://www.capterra.com/p/180899/Alleva/)[ Kipu](https://www.capterra.com/p/156391/Kipu-EMR/)[ Praxis EMR](https://www.capterra.com/p/29328/Praxis-EMR/)[ Sevocity](https://www.capterra.com/p/81297/Sevocity-EHR/)[ Amazing Charts](https://www.capterra.com/p/80992/Amazing-Charts/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.8 (106) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (106) 3.8 Based on 106 reviews ## User reviews Overall rating 4.1 Based on 113 reviews Filter by rating 5(64) 4(23) 3(6) 2(6) 1(14) Mentioned topic Sorted by most recent MK Mikey K. Billing Manager Hospital & Health Care ### "STAY AWAY!" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 19, 2026 Terrible. I wish I knew what we were getting into before signing. They are also extremely inflexible with a contract. I would not sign one again. Pros Collaborate is a very complicated system that does not support its customers. I cannot give you a positive thing. Cons They are extremely hard to work with, they over sale you on the capabilities of the system, and still charge per MB to store documents like we are back in the early 2000's. I have never though billing was hard until we switched to this system. Trying to get any support is impossible and their response times are extremely slow. Would not recommend this to anyone. Switched from [AdvancedEHR](https://www.capterra.com/p/114601/AdvancedEHR/) AMD and Practice Fusion would no longe work with each other. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JL Julian L. Administrator Medical Practice ### "10 years ago, it's a OK PM, today stay away" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 January 13, 2026 We signed up 10 years ago, if I get to redo, hell no in picking CollaborateMD. The first few years were pretty OK. After they sold to Denver, it's down hill. Pros Simple, very little functions BUT has quite a few reports. It works OK most payor but you might run into problem with some payors. Cons If you discover a bug, they don't have developer or refuse to fix it. If you find that a payor having difficulty with a clearing house and you want to route it thru another - they will refuse to help you. They do the bs, will review future date a week from now and that's a week is forever. They DO NOT have the heart to help you although they take the fees. Suports is in layers over layers - goal is to stone wall. Alternatives considered [Elation](https://www.capterra.com/p/147889/ElationHealth/) Reasons for choosing CollaborateMD Coz alternative wasn't availabe at that time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MR Monet R. Physician Billing Manager Medical Practice ### "A User Friendly Solution with Great Reporting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 15, 2025 Overall, my experience with CollaborateMD has been very good. It's easy to use, simple to navigate, and makes billing quick and efficient. The reporting features are a big plus, I really like being able to create our own reports. Out of all the billing platforms I have used, I enjoy this one the most. Pros What I appreciate most about CollaborateMD is the reporting functionality. The ability to create custom reports and tailor them to our clients specific needs is especially valuable. Cons One area that could be improved in CollaborateMD is the accessibility of support. While the team is helpful, having more representatives readily available to answer question, especially during peak hour, would greatly enhance the user experience. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 23, 2025 Thank you for sharing your experience! We’re glad to hear you’re enjoying CollaborateMD’s customizable reporting and finding the platform easy to use for efficient billing. We appreciate your feedback about support accessibility — it’s valuable insight that helps us continue improving responsiveness during peak hours. We’re grateful for your trust in CollaborateMD and your positive experience with our system. JV JUDITH V. OWNER Mental Health Care ### "Best Software Ever!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 9, 2025 Overall, CollaborateMD is a reliable and effective billing solution, especially for small to mid-sized healthcare practices. It simplifies claim submission and tracking, reduces billing errors, and supports faster reimbursements. Despite a few limitations, my overall experience has been positive, and it remains a solid option for managing medical billing and collections efficiently. Pros CollaborateMD offers a user-friendly interface that makes navigating billing and claim management efficient. The real-time eligibility checks, integrated clearinghouse, and detailed reporting features help streamline revenue cycle operations. I also appreciate their responsive customer support — they’re knowledgeable and usually resolve issues quickly. Cons While the system is generally efficient, certain features can feel outdated compared to newer billing platforms. Customizing reports can sometimes be time-consuming, and claim scrubbing rules occasionally require manual adjustments. Additionally, the system could benefit from more robust automation tools for recurring billing tasks. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 14, 2025 Thank you for your thoughtful and detailed feedback! We’re thrilled to hear that CollaborateMD’s ease of use, real-time eligibility checks, and reporting tools have helped streamline your billing operations. We appreciate your suggestions regarding automation and reporting customization — input like yours helps us continue enhancing the platform to better serve practices like yours. We’re grateful for your trust in CollaborateMD! SA Sandy A. doctor Medical Practice ### "Amazing Practice Management Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 7, 2025 Customer support is excellent and it always there if you have any questions. It also has a built-in schedule. Pros Payments are posted quickly and easily are deducted from the patient's account. The program easily integrates with practice fusion and its bi-directional. Cons A bit of going back and forth within patient and claims section. Wish it would be combined into one. Switched from [Gateway Ticketing](https://www.capterra.com/p/9324/Galaxy/) Integrated with Practice fusion and auto posting EOBs Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 7, 2025 Hi Sandy, thank you for sharing your experience! We’re happy to hear CollaborateMD’s integration with Practice Fusion and auto-posting features have been valuable for your workflow. We appreciate your feedback about patient and claim navigation—it’s helpful as we look for ways to make the platform even more seamless. We’re also glad our support team has been there when you need them! LD LeZell D. Billing Manager Health, Wellness and Fitness ### "Billing Manager " 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 October 3, 2025 daily use of the revenue cycle, enroll a patient, charge entry, billing account notation, posting payments, adjustments, account notations Pros The program is user friendly, it has help desk and written documents to help you learn how to perform a task Cons it's is an older system and has less automation, it could use more hyperlinks inside the menu's to help jump from one menu to another within seconds Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 8, 2025 Hi LeZell, Thank you for your feedback! We’re glad to hear you find CollaborateMD user-friendly and appreciate the help desk and learning resources. We understand your desire for more automation and faster navigation, and your input helps guide our ongoing system improvements. We appreciate your continued use and trust in CollaborateMD. TB Traci B. Owner Billing Manager Administrator Medical Practice ### "LONG TIME CLIENT" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 8/10 October 2, 2025 I have been using this system since 2011. It is pretty easy to use and set up for my clients. The payment portal would be a nice feature to use but you need to offer more than just Global Payments to use with it. Pros It has been pretty easy to use since I first started using it in 2011. It allows me to get my clients into the system and bill out their claims quickly without a lot of startup costs. Cons I am not impressed with the lack of knowledge of the support staff, especially since the sale of the company. This has been an unfortunate change. I really dislike the credit card processor that CMD has chosen to use in their payment portal. They need to have more than one option for this feature. Because you use Global Payments and they charge a bunch of unnecessary fees, NONE of my clients chose to use the payment portal in CMD. It would be nice to be able to email statements without having to use the payment portal. Switched from [TelQ](https://www.capterra.com/p/10009613/TelQ/) YOU DO NOT HAVE THE NAME LISTED ABOVE. It was Telecom Telecomputer Systems. You need to have an "other" option in the list. This review would not let me move on from this page without entering something up there. So TelQ is not correct but it's what I had to chose. Alternatives considered [Elation](https://www.capterra.com/p/147889/ElationHealth/) [NueMD](https://www.capterra.com/p/72470/NueMD/) [Jane](https://www.capterra.com/p/178984/Jane-App/) [Crystal Practice Management](https://www.capterra.com/p/91368/Crystal-Practice-Management/) Reasons for choosing CollaborateMD I still use Crystal for the Optometry clients because that is specifically designed for Optometry practices. I chose CMD because I could get my clients started in it quickly for not a lot of upfront charges. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 3, 2025 Hi Traci, Thank you for trusting CollaborateMD since 2011—we greatly value your loyalty. We’re glad the system has continued to help you onboard clients and process claims easily. We also hear your concerns about support and the payment portal, and we understand how important flexibility and cost are to your clients. Your feedback is invaluable, and we’ll continue working to improve these areas. - CollaborateMD JA Jazmine A. Billing Office Manager Medical Practice ### "Easy to navigate, Customizable Reports, 100% Recommend" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 October 2, 2025 Love CollaborateMD, we recommend this system to all of our clients -- we've been using this system for over 5 years. Pros We love CollaborateMD's customizable reporting. The system is easy to use and also very easy navigate. Cons Sometimes getting accurate number on the reporting, but you have to really choose the right data fields and filters when creating custom reports. Switched from [Practice Mate](https://www.capterra.com/p/210524/Practice-Mate/) Customizable Reporting, Ability to handle Volume, Ease of Access Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 3, 2025 Hi Jasmine, Thank you for being a loyal CollaborateMD user for over 5 years! We’re thrilled to hear you value the customizable reporting, ease of use, and navigation. We appreciate your note on selecting the right data fields and filters, and we’ll continue working to make reporting even more intuitive. Your recommendation means a lot to us! - CollaborateMD PY Paul Y. Administrator Medical Practice ### "Satisfied urologist" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 2, 2025 Overall I favor Collaborate MD greatly. The integration with our EMR is great. The ease of use is great. The support is very helpful. I have recommended this to other practices. Pros The system is efficient and easy to use for claims processing and payment processing. Customer support is very good. The integration with our EMR is excellent. The value for our money is excellent. Cons It has taken a bit of time to figure out how to generate reports in the specific manner that we want the reports display. Customer support has been helpful with this. Switched from [AdvancedMD Billing Services](https://www.capterra.com/p/90208/AdvancedBilling/) Cost, quality of product, EMR integration. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 3, 2025 Hi Paul, Thank you for sharing your experience! We’re glad to hear you’re finding value in CollaborateMD’s ease of use, integrations, and support. We appreciate your recommendation and are happy our team could assist with reporting needs. Your feedback helps us continue improving! -CollaborateMD RM Regine M. Director Executive Office ### "Director of Luck of Billing" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 30, 2025 collaborate MD is a great option for medical billing practices. From onboarding clients to sending out the first batch of claims it has been easy transitions and accurate set ups. The customer service is also very knowledgeable and helpful. Pros Collaborate MD is so intuitive and able to be customized to each specialty to provide accuracy for our billing practice. The security and ease of use is the best! Cons We do not have any cons for collaborate md. It is a great tool for making the biggest impact in your practice. Switched from [Availity](https://www.capterra.com/p/68854/Availity/) Ease of process was our main reason for switching. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 2, 2025 Thank you for your wonderful feedback! We’re thrilled to hear CollaborateMD has been intuitive, secure, and impactful for your practice. It’s great to know our onboarding process and customer support have made your experience smooth and successful. We truly appreciate your partnership! [View all Reviews](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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