# 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 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 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 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 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 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 JA Jazmine A Billing Office ManagerMedical Practice, 11 - 50 employeesUsed the software for: More than 2 years. “We love CollaborateMD's customizable reporting.“ October 2, 2025 KB Kern B OwnerHospital & Health Care, 2 - 10 employeesUsed the software for: I used a free trial. “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.“ February 18, 2025 ## 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 KK Keli K. Director of Billing and Payor Relations Hospital & Health Care Used the software for: Less than 6 months ### "Pluses and minuses for sure" May 27, 2025 4.0 Overall it is a fairly good experience. I was very transparent when we signed up for Collab that this implementation period cannot drag out for a month or two and the Collab rep stated she understood that. Here we are a month later. This is honestly ridiculous to drag it out. Pros It is user friendly and easy to navigate. I honestly was able to learn more on my own than with assistance. Cons The implementation is sloppy and drags out. It should not take over a month to get this started. Extremely disappointing. Alternatives considered [Kipu](https://www.capterra.com/p/156391/Kipu-EMR/) Reason for choosing CollaborateMD It was the current system used by the billing company. Review Source Response from CollaborateMD May 28, 2025 Thank you for your feedback. We're glad you found the system user-friendly and easy to navigate! We apologize for the implementation process not meeting your expectations. Delays like the one you experienced are not what we strive for, especially when clear timelines were discussed. Your concerns are heard, and we're working to improve our onboarding experience. We will pass this feedback along to our Implementation team. Please feel free to reach out to your account rep so we can address this more directly. We appreciate your honesty and the opportunity to improve! — The CollaborateMD Team AC Annette C. Billing Manager Medical Practice Used the software for: Less than 6 months ### "Training is taking too long and inadequate" May 28, 2025 1.0 Supposedly I can reach out to my trainer and my representative. I have called my representative and emailed him several times for help. When I go to the chat or help desk they won't talk to me without going to my trainer who I have also emailed. Pros Ability to enter claims quickly without having to go from platform to platform. Other than that I find it confusing to use. Cons I cannot get anyone to answer my emails. I get trained for one hour per week and then I have to struggle alone until the next training. My business is in limbo. I really do not think my trainer has ever entered a claim so they really can't see what I see and do not understand what I am talking about. There was a problem with an ERA last week and I cannot settle the claim because he didn't know how to deal with it. He never followed up with me to let me know how to proceed. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing CollaborateMD They sold me on the customer service and the one on one training I would receive. Unfortunately, I didn't realize they only had one trainer and I was going to be at his mercy for training and information. Review Source Response from CollaborateMD May 29, 2025 Thank you for your feedback. We’re glad you find value in being able to enter claims efficiently, but we’re truly sorry to hear about your training and support experience. What you described is not the level of service we aim to provide. Your concerns about limited training availability, lack of follow-up, and communication gaps are being taken seriously. We understand the impact this has on your business and are working to address these issues internally. I have passed along our info to our customer support team so we can assist you more effectively and work toward a resolution. We appreciate your honesty and the opportunity to improve. — The CollaborateMD Team 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 SS SLOAN S. OFFICE MANAGER Mental Health Care Used the software for: 2+ years ### "Collaborate MD" May 12, 2021 4.0 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. Alternatives considered [eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason 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. Review Source LS Lindsey S. Owner Medical Practice Used the software for: Less than 6 months ### "Business Owner" June 3, 2025 3.0 The system may be great once I get it set up to work like it needs too. There are so many errors still happening and I need proper assistance to make sure things are updated to make sure it's working the way it's supposed too. Pros There isn't much to say other than it's user-friendly. Training was sub-par. Getting further assistance on how to make the system work effectively and efficiently is almost non-existent. Everyone I talk to wants examples of problems in the system but NO ONE seems to know how to set up the system properly to avoid issues. Cons The setup process has been a disaster. Information on how to get the product working efficiently has been a struggle since the beginning. The trainer assigned had very little knowledge and left out so many important details. Switched from [athenaOne](https://www.capterra.com/p/98735/athenaOne/) athena had their own issues. They controlled too much of the money and the claim making it difficult to get things paid. Review Source Response from CollaborateMD June 4, 2025 Thank you for your honest feedback. We're glad to hear you find the platform user-friendly, but we're truly sorry that the setup and training experience hasn’t met expectations. We understand how critical it is to get up and running smoothly, and it’s clear we fell short in providing the guidance and support you needed. Your concerns about inconsistent assistance and missing setup details are being taken seriously, and we’re actively working to strengthen our onboarding and training processes. We’d like to help get things on track — It sounds like you have a meeting set up today with one of our implementation managers today. Please reach back out if you still have some more questions after this call. Thank you again for your transparency and the opportunity to do better. — The CollaborateMD Team 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 RB Russell B. Physician Medical Practice Used the software for: 2+ years ### "Run, Don't Walk Away from the nickel and diming product with no customer service" March 14, 2023 3.0 We purchased this product because of its close working relationship with a clearinghouse we worked with for our desktop program. Working with the same clearinghouse was a major factor for us. A little over two years later CollaborateMD is forcing its customers to change to an inferior clearinghouse that it owns. The clearinghouse does not even support Medicare Advantage and Medicaid products in our state. We completed transition paperwork over six months ago. We are now being charge a $250 penalty per month because their own clearinghouse hasn't done its job of completing the transition. Pros The program is easy to use and provides full reporting capabilities. Truly one of the best programs out there. But the CONS are horrible. Cons ZERO and I mean ZERO customer service when things go wrong. Constantly overcharging. For example, an EOB will be sent through three times and you will be charged three separate times. Likewise, an eligibility check doesn't go through and you must do it again. You will be charged twice. Many remittance advises are programmed into the system incorrectly so you must open the program to correct manually. When you put in a trouble ticket, such as on the misprogrammed RAs, nothing is done. Alternatives considered [eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reason for choosing CollaborateMD Close working relationship with a clearinghouse that services our area well. Review Source 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 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. BW Bethany W. Billing and Coding Coordinator Hospital & Health Care Used the software for: 6-12 months ### "Collaborate MD" June 13, 2024 4.0 Mostly positive. This is my first experience with this type of software. I could have used more specific training. I am learning "by trial and error." I also would like more training on reports. Pros The claims creation, submission and follow-up features are my favorite part. Cons All things concerning patient statements are my least favorite feature - they are ugly and expensive. The "statement batch print" search features do not function properly when a mix of electronic and paper statements are sent to patients. Reason for choosing CollaborateMD bi-directional interface and more responsive sales person. Review Source DR Diane R. Admin Assistant Medical Practice Used the software for: 2+ years ### "Great Software Ive used for over 15 years" June 13, 2024 5.0 I love the software and have referred a few offices to use it. Pros The ease , of using the software, scheduling, and the billing system Cons The support during training was hard , other then that no complaints Review Source Response from CollaborateMD September 18, 2024 Hi Diane, thank you so much for your review! We're happy to hear CollaborateMD’s ease-of-use scheduling, and billing have been helpeful for your practice! We appreciate you being a part of CollaborateMD and referring us! 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! AZ Ashley Z. President Hospital & Health Care Used the software for: 6-12 months ### "A lot of bang for your buck" July 16, 2024 5.0 Pros CollaborateMD provides great patient, claim, and financial management for its cost! I cannot recommend them enough. Cons Some pieces are missing for laboratory billing like client billing and invoicing. Review Source Response from CollaborateMD September 18, 2024 Hi Ashley, thank you so much for your review! We're happy to hear CollaborateMD’s patient, claim, and financial management has been efficient for your practice. We appreciate you being a part of CollaborateMD! MB Misty B. Owner Medical Practice Used the software for: 6-12 months ### "Great Product" June 13, 2024 5.0 Pros When I was choosing my billing software, Collaborate MD caught my eye with the user friendly setup. I became even more impressed once I began using it, and I saw the quick turn-around on claims sent through their clearinghouse. From entering the claim to receiving the payment, Collaborate MD has been amazing. Cons I believe the reports could be better. More options to choose from on what goes into the reports. Review Source Response from CollaborateMD September 18, 2024 Hi Misty, thank you so much for your review! We're happy to hear CollaborateMD’s quick turn-around time on claims has been a big win for your business. We appreciate you being a part of CollaborateMD! SJ Syed J. Director Operations Hospital & Health Care Used the software for: 1-2 years ### "Best and inexpensive RCM Software" June 24, 2021 5.0 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. Alternatives considered [Tebra](https://www.capterra.com/p/129169/Tebra/)[EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/)[AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) Reason for choosing CollaborateMD Inexpensive and user-friendly. Review Source KJ Kyra J. APRN Medical Practice Used the software for: 6-12 months ### "Collaborate MD " June 16, 2024 5.0 Pros Efficient, easy to use once it’s figured out. Linked up well with ny EHR Cons The implementation period, my implementation specialist made things more complicated. I learned more from YouTube videos Review Source Response from CollaborateMD September 18, 2024 Hi Kyra, thank you so much for your review! We're happy to hear CollaborateMD has been easy to use once you were up to speed. We apologize for your experience with implementation. We will be sure to pass along your feedback. We appreciate you being a part of CollaborateMD! KF Korvan F. Medical Biller Medical Practice Used the software for: 6-12 months ### "Smart Product with Great Training Support" June 14, 2024 4.0 I can't say enough about the support and training I received throughout setup and implementation. The trainer walked me through each phase and left no question unaddressed. By the time training was complete, I was fully equipped to work with CollaborateMD. Pros I most liked the ease of use, the flexibility in functionality, the integration with our EMR, and the visual attractiveness of the product. Cons I least liked the requirement to close patient information in one section before opening a different section for the same patient. Reason for choosing CollaborateMD I chose CollaborateMD because of the interface with Practice Fusion, the functionality available, and the visual appeal of the product. 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 TP Tracy P. Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "It’s good, but expensive" June 13, 2024 5.0 Pros Easy to use once you understand it Helpful CS Cons Screens don’t connect well Seems expensive Review Source Response from CollaborateMD September 18, 2024 Hi Tracy, thank you so much for your review! We're happy to hear CollaborateMD’s customer service has been helpful for your practice. We appreciate you being a part of CollaborateMD! JW Jean W. CEO Medical Practice Used the software for: 2+ years ### "I Love the system" June 24, 2021 5.0 I have been with Collaborate since I started my business in 2009, with over 28 clients. Collaborate has done it's job, I would not change. Pros AR summary, claim tracking, Electronic Billing. Cons When I find something the system does not have, I will let management know and it's implemented in a few weeks. Reason for choosing CollaborateMD User friendly!!! Review Source gG gary G. physician Medical Practice Used the software for: 2+ years ### "Essentially no customer support" February 1, 2022 1.0 The software is usable, but the absence of customer support presents a liability to our organization. Pros The software was easy to learn, but once training is complete, you are on your own. Essentially no customer support. Cons CollaborateMD has become the biggest problem in running my practice. No customer support, so problems will pile up and cost you time and money. Review Source NB Natalia B. Practice Manager Health, Wellness and Fitness Used the software for: 2+ years ### "Very good, reliable, practice management software" August 4, 2022 5.0 I have used it for 10+ years and would not change it Pros Easy to use in the most common functions. Reliable web base service Cons The feature to run reports is not easy to understand Review Source GD Geoffrey D. CEO Health, Wellness and Fitness Used the software for: 2+ years ### "Try to avoid" February 25, 2022 3.0 Very complicated, support not so good. Lots of additional fees to use more features. No way of storing encrypted credit cards. Pros It works with Practice Fusion EHR, so I did not want to have to do more manually Reason for choosing CollaborateMD first one with Practice fusion to be able to send billing to 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/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.