# CollaborateMD Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CollaborateMD the right Medical Billing solution for you? Explore 113 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews --- CollaborateMD 4.1 (113) [View alternatives](https://www.capterra.com/p/81299/CollaborateMD-PMS/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 2nd, 2026 # Reviews of CollaborateMD Ease of use 4.1 Customer Service 3.8 ## Pros and Cons in Reviews JV JUDITH V OWNERMental Health Care, 2 - 10 employeesUsed the software for: More than 2 years. “CollaborateMD offers a user-friendly interface that makes navigating billing and claim management efficient.“ October 9, 2025 JV JUDITH V OWNERMental Health Care, 2 - 10 employeesUsed the software for: More than 2 years. “Customizing reports can sometimes be time-consuming, and claim scrubbing rules occasionally require manual adjustments.“ October 9, 2025 MR Monet R Physician Billing ManagerMedical Practice, 11 - 50 employeesUsed the software for: More than 2 years. “The reporting features are a big plus, I really like being able to create our own reports.“ October 15, 2025 TB Traci B Owner Billing Manager AdministratorMedical Practice, Self-employedUsed the software for: More than 2 years. “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. “ October 2, 2025 PY Paul Y AdministratorMedical Practice, 2 - 10 employeesUsed the software for: 6-12 months. “The system is efficient and easy to use for claims processing and payment processing. “ October 2, 2025 MK Mikey K Billing ManagerHospital & Health Care, 51 - 200 employeesUsed the software for: 6-12 months. “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.“ February 19, 2026 SA Sandy A doctorMedical Practice, 2 - 10 employeesUsed the software for: 1-2 years. “Customer support is excellent and it always there if you have any questions. “ October 7, 2025 BW Bethany W Billing and Coding CoordinatorHospital & Health Care, 2 - 10 employeesUsed the software for: 6-12 months. “The "statement batch print" search features do not function properly when a mix of electronic and paper statements are sent to patients. “ June 13, 2024 ## Showing most helpful reviews Showing 1-25 of 113 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Gianna D. Office Supervisor Used the software for: 2+ years ### "Excellent customization abilities within Scheduling and Reporting functions" March 7, 2018 5.0 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. Review Source SG Sherlynn G. Clinic Manager Medical Practice Used the software for: Less than 6 months ### "Very good and simple" May 29, 2025 5.0 Overall it has been a very good experience and it is way better than the old system our office used to use. It makes my job way easier than before. Pros I like the simplicity of CMD and that if I ever have questions, there is a knowledge center available. If I have more complex questions, I can always reach out to the support chat. I really enjoy the chat feature. Cons We operate on Hawaii Standard Time and the support chat is only available until 6PM Eastern Standard Time, there is only a limited window for us to be able to chat. If there were 24/7 support that would be great. Switched from [AdvancedPM](https://www.capterra.com/p/90209/AdvancedPM/) Very complicated to use AMD and it was hard to track claims. Review Source Response from CollaborateMD May 30, 2025 Thank you for your thoughtful feedback! We’re glad to hear you’re enjoying the simplicity of CollaborateMD and that the knowledge center and chat support have been helpful. We understand the challenge with support hours given your time zone, and we appreciate you highlighting that. Expanding support availability is something we continue to evaluate as we grow. We’re grateful you chose CMD and are happy to hear it’s made your job easier. Thanks again for sharing your experience! — The CollaborateMD Team LD LeZell D. Billing Manager Health, Wellness and Fitness Used the software for: 6-12 months ### "Billing Manager " October 3, 2025 3.0 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 Response from CollaborateMD 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. BS Brandi S. Co-Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Works for some, not for others" June 12, 2024 4.0 Overall there are good things about CMD, but honestly if I had it to do over, I would not have made the switch to this software. The training is minimal, the knowledge center leaves a lot to be desired, and the most basic daily tasks are not formatted in an intuitive way. Plus the pricing model, which sometimes dictates what we do within a month because we don't want the extra charges. Pros CMD has a lot of options for reports. I also like that you can view the patient account from many different areas. Cons Some of the basic functionality that you get with other billing softwares is not part of CMD. The overall flow is disconnected in favor of more options. I think it would be better to have the basic flow and then add on options and customizations from there. I also don't like that when working off a report, clicking a link to a different area and then closing that, does not return you to the report. It's just extra time and clicks to then navigate back to the report I was working off. Another major issue I have is the pricing model. Why is everything nickel and dimed to death for a billing service? Why do the providers get flat rate but we don't? Our monthly invoice can fluctuate wildly depending on how hard we work within a month. Switched from [Tebra](https://www.capterra.com/p/129169/Tebra/) CMD was recommended by a friend that had used it in the past. Review Source JV JUDITH V. OWNER Mental Health Care Used the software for: 2+ years ### "Best Software Ever!" October 9, 2025 5.0 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 Response from CollaborateMD 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! KB Kern B. Owner Hospital & Health Care Used the software for: I used a free trial ### "Collaborate another word for assigning you to do their work" February 18, 2025 1.0 Terrible, no help for set up, trying to get you as a physician to call and interact with billing and credentialing software and really hindering the reimbursement of private practice. Pros The ease of set up, they made it feel like there was a comprehensive way to get started. Cons Things fell apart soon after, they assigned me tasks to get credentialed with payors and billing never returned a single dollar. Their staff is all off shore, good luck getting anything done during PST. Everything was routed to a ticket and you have to pick times that are often more than a week later. Support forwards to other “specialists” who take even longer. After trying to cancel with $0 reimbursed, they threaten to hold you to a yearly contract. After escalating to management and being told everything is sorted out, I was not surprised to get another bill for thousands of dollars. Alternatives considered [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason for choosing CollaborateMD Seemed better but totally ineffective and not worth it IMO Review Source PY Paul Y. Administrator Medical Practice Used the software for: 6-12 months ### "Satisfied urologist" October 2, 2025 5.0 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 Response from CollaborateMD 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 MR Monet R. Physician Billing Manager Medical Practice Used the software for: 2+ years ### "A User Friendly Solution with Great Reporting" October 15, 2025 5.0 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 Response from CollaborateMD 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. MR Margo R. Medical biller Medical Practice Used the software for: Less than 6 months ### "I wish I knew about this software sooner " May 29, 2025 5.0 Excellent customer service. I was also able to add a currently client of mine to my profile extremely easy and seem less. Pros The training was phenomenal. The help line is fast and responsive, and the software is so user friendly Cons I think there may be a little too much on the tabs- I have to use the help button a lot to find things. Review Source Response from CollaborateMD May 30, 2025 Thank you for the great feedback! We’re thrilled to hear the training and support exceeded your expectations and that you’re finding the software user-friendly. We appreciate your note about the tab layout and your use of the help button — we’re always working to improve navigation and overall usability. It’s great to hear adding a client was quick and seamless. We're grateful to have you with us! — The CollaborateMD Team MD Mike D. Director of Ops Hospital & Health Care Used the software for: Less than 6 months ### "CMD for Billing" May 29, 2025 4.0 I liked the onboarding process and getting set up as a user - the team was very friendly. They were helpful for us to navigate our delayed timelines. Pros The setup for billing is straightforward with adding providers, CPT codes, ICD codes and fee schedules. The way things tie together makes sense. Cons The UI and navigation is not very intuitive and it's sometimes odd to try to find the right things (e.g., trying to find a specific claim). Review Source CK Chris K. Practice Manager Hospital & Health Care Used the software for: 2+ years ### "CMD is easy to use and reliable" June 27, 2021 5.0 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. Switched from [Medisoft](https://www.capterra.com/p/163977/Medisoft/) Medisoft was too difficult to use at multiple offices. CMD is flawless since it is cloud based. Review Source EC Erin C. Owner Medical Practice Used the software for: 1-2 years ### "Great product - Easy to Use!" June 24, 2021 5.0 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. Alternatives considered [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) Reason for choosing CollaborateMD Ease of use. Switched from [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) Medware is awful and AdvancedMD is harder to use with less customizations. Review Source PS Patricia S. CEO Medical Practice Used the software for: 6-12 months ### "Excellent medical billing software" June 12, 2024 5.0 Pros We have been very happy with CollaborateMD in our practice. It is somewhat complex to learn, but once you get past the initial steep learning curve, we have found the software to be reliable, well integrated with our EMR (Elation), flexible, and accurate. Also, support has been responsive. We are very happy with our choice. Cons As mentioned above, the learning curve is steep. The user interface feels like the front end for a giant relational database, and while the very large number of options create tremendous flexibility, it's easy to get lost in all the settings. Review Source Response from CollaborateMD September 18, 2024 Hi Patricia, thank you so much for your review! We're happy to hear CollaborateMD has been easy to set up an integration and has been reliable for your practice. We appreciate your feedback and thank you being a part of CollaborateMD! JD Jennifer D. Billing Health, Wellness and Fitness Used the software for: 6-12 months ### "Good Software for Medical Billing Companies" June 12, 2024 5.0 Overall experience is good. I am able to get help when needed and my staff is able to navigate well through the system. Pros I like the ease of navigating through the software and the record keeping. Cons I wish there was a way to see the remits on the actual claim and the CMS 1500 form that was sent out to the insurance company on each claim. You have to click on several other areas to find what you need. If it was attached to the actual claim it would help. Review Source Response from CollaborateMD September 17, 2024 Hi Jennifer, Thank you so much for your review. We're happy to hear CollaborateMD has been able to make record keeping and navigation a breeze for your practice. and we'll be sure to pass along your feedback to our product team. We appreciate you being a part of CollaborateMD! AL ANJELLIE L. BILLING ADMINISTRATOR Accounting Used the software for: 6-12 months ### "User friendly software" June 10, 2024 5.0 Its really good the best software for me so far. Pros The web based easy to navigate and user friendly. Cons Too many tabs when opened. And i dont see the user who created the claim. Review Source Response from CollaborateMD September 13, 2024 Hi Anjellie, thank you so much for your review! We're happy to hear CollaborateMD’s is easy to navigate and user friendly! And we will pass along your feedback to our product team as well. We appreciate you being a part of CollaborateMD! KG KATHLENA G. OFFICE MANAGER Mental Health Care Used the software for: I used a free trial ### "HAPPY WITH CHOICE" June 12, 2024 4.0 Pros I LIKE THAT IT HELPS ME WITH DEALING WITH INSURANCE CLAIMS Cons AT THE BEGINNING IT WAS HARD TO LEARN NEW SOFTWARE, BUT THEY MAKE IT EASY. Review Source MF Michael F. COO Medical Practice Used the software for: 6-12 months ### "Customer service disaster" May 30, 2024 1.0 A nightmare from the very beginning and never ended. Pros Don't know have not been able to use the program. Cons The worst customer service i have ever had. Review Source JC Joey C. Operations Medical Practice Used the software for: Less than 6 months ### "CollaborateMD" June 11, 2024 5.0 Pros The integration with our EHR is the most important part by far. It seamlessly receives data which is vital for our billing department Cons The platform can take some time to learn so the admin must be someone with good tech skills in order to teach other members on the team adequately Review Source Response from CollaborateMD September 17, 2024 Hi Joey, thank you so much for your review! We're happy to hear CollaborateMD’s integrations with top EHR's has been a big win for your billing process. We appreciate you being a part of CollaborateMD! MW Max W. Physician/owner Medical Practice Used the software for: 2+ years ### "If you're looking for poor service, look no further" February 17, 2023 2.0 I was with Collaborate MD for nearly 10 years. Did our billing in-house. In the past couple years, costs went up and service went down. It was nearly impossible to get someone on the phone if there was an issue. Recently, Collaborate changed clearinghouses from Change Healthcare to eProvidersolutions - presumably to save themselves money while increasing our monthly fees AND forcing us to have to do the leg work of changing all our payor agreements (30+). I got a surprise bill of $199 in January 2023 because I hadn't done the legwork of manually switching all of our payor agreements to the new clearinghouse - no notice was ever received by us even though CMD policy requires 30 day notice. When I called CMD, I was confused. At that time, I didn't realize we had any role in CMD's transition to a new clearinghouse. I spoke with \[sensitive content hidden\], was assured that if I started all the transition work and submitted the agreements by early February, the fee would be waived and we'd be back on track. So I did my part, the fee was not waived, I emailed \[sensitive content hidden\] and reminded him of his promise (on a recorded line) and he responded by saying the agreements had to be submitted AND approved by the end of January - 12 days after I received the surprise bill. Most agreements take weeks to be approved. It was stunning. I've sent over $30,000 to this company over the past decade and was treated horribly in the end. Do yourself a solid and shop elsewhere. Pros For a while, the cost was competitive. Cons The system required you to search out problems with claims as opposed to it notifying you of denied/rejected/not acted upon claims. Review Source JN JENIFER N. ADMIN Health, Wellness and Fitness Used the software for: 2+ years ### "REVIEW FROM BAYWEST" June 24, 2021 3.0 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 Switched from [ECLIPSE](https://www.capterra.com/p/27349/ECLIPSE/) WAS TOLD THIS DID BILLING BETTER Review Source AK Alex K. Sr. Financial Analyst Hospital & Health Care Used the software for: 2+ years ### "Integral for Medical Billing" June 24, 2021 5.0 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. Review Source JM JOEY M. OFFICE MANAGER Used the software for: 2+ years ### "THE BEST MED SOFTWARE" June 26, 2018 5.0 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 Review Source RC Renea C. Office Manager/Biller Medical Practice Used the software for: 2+ years ### "Best billing software available!" June 28, 2021 5.0 I have used CollaborateMD for over 5 years and have never thought about looking at switching since we first set up our account with them. I never have any issues and have very rarely every had to even reach out to customer service. Pros It is very straight-forward, easy to access and quickly do what is needed. Cons I wish I had more options with the statements. Review Source AH Anna H. owner Accounting Used the software for: 2+ years ### "Satisfied customer for over 15 years" June 24, 2021 5.0 My experience has been a great one for over 15 year , the software is always being enhanced and adding new features. My experience has been a golden one. Pros accessibility and pricing . you can work while on vacation , real time reporting Cons I have no complaints, as the years has gone by you have enhanced the software. Reason for choosing CollaborateMD very reasonable , user friendly Review Source WB Wayne B. Owner Hospital & Health Care Used the software for: 2+ years ### "Collaborate Review" June 24, 2021 5.0 Have no issues and Collaborate has always found a resolution to a issue and is easy to work with Pros The total ease of entering information and producing invoices and claims Cons There is no area that I have not disliked. Reason for choosing CollaborateMD Impressed with the total program functionality . Review Source Similar Products Featured ## Related categories [Medical Billing](https://www.capterra.com/medical-billing-software/)[Medical Practice Management](https://www.capterra.com/medical-practice-management-software/)