CollaborateMD is a comprehensive medical billing platform that integrates with BestNotes to streamline your billing processes.

Permissions Required

  • System Administrator

Visual Tutorial

Integrating CollaborateMD

How to sign up for CollaborateMD (through BestNotes)

Only System Administrators with a verified email will be able to initiate the CollaborateMD sign up.

  1. Log in to BestNotes as a system administrator.
  2. Navigate to Settings.
  3. Select Account Details (only available to system administrators).
  4. Follow the on-screen prompts to enable the integration and submit the subscription request.

What happens after sign up

Once the subscription is set up, BestNotes and CollaborateMD teams will coordinate onboarding.

4 Core Meetings

  • Setup, facilities, providers - game plan for their billing
  • Payers and formalizing payer agreements
  • API test and sending in an actual claim
  • Analytics - review and reconcile claims

The onboarding team provides guided support to ensure the configuration matches your clinical and billing workflows.

How to access CollaborateMD after connection

Accessing the Platform

  • CollaborateMD is 100% web‑based and can be accessed from any modern browser on desktop, tablet, or mobile.
  • Once setup is complete, designated users will receive login credentials or invitations.

Using CollaborateMD with BestNotes

  • Claims are sent directly from BestNotes to CollaborateMD via API.
  • Billing staff work primarily in CollaborateMD for:
    • Claim submission and tracking
    • Eligibility checking
    • Payment posting (ERA/EOB)
    • Patient statements and payments
    • Financial reporting and analytics

BestNotes remains the system of record for clinical documentation, while CollaborateMD manages the revenue cycle.

Key features

  • Integrated clearinghouse (eProvider Solutions)
  • Detailed analytics and reporting
  • Automated an electronic patient statements
  • Integrated credit card processing and patient payment portal
  • Real‑time eligibility checking
  • Claim scrubbing and submission
  • ERA and EOB processing
  • Accounts receivable management

Training & Resources

  • Our BestNotes and CollaborateMD integration offers a seamless experience because our team provides unified onboarding and support for your entire workflow across both platforms.
  • Users are encouraged to review the Extended Introduction to CollaborateMD (v10) video for a full overview of system functionality.
  • Ongoing support is provided as part of the subscription.

Pricing

All CollaborateMD charges will be invoiced by BestNotes. For questions about pricing, please refer to our pricing page.

Next Steps

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