CollaborateMD

Who CollaborateMD is right for, and who it isn't

CollaborateMD is a cloud medical billing and practice management platform built for US small-to-medium independent practices, ambulatory surgery centers, laboratories, and third-party medical billing companies that need a focused claims engine without committing to a full enterprise EHR suite. It is the right call for billing companies juggling 5 to 50 client practices on one log-in, for solo or two-to-three provider clinics that already have a preferred EMR and want a clean claims workflow bolted on, and for behavioral-health or addiction-recovery practices that already run Kipu, Alleva, or BestNotes. It is the wrong call for hospital systems, multi-state groups north of 250 providers, or practices that want clinical documentation, e-prescribing, and patient portal in the same single sign-on (AdvancedMD, athenahealth, or eClinicalWorks fit that brief better). On Capterra, 113 verified reviewers settle the platform at 4.1 out of 5, with the heaviest praise on claim entry simplicity and report builder flexibility, and the heaviest critique on support response times and per-MB storage add-ons.

What CollaborateMD does

CollaborateMD ships a full revenue-cycle stack: real-time eligibility (ANSI ASC X12N 270/271), claim scrubbing with Level 2 payer edits inside a built-in clearinghouse, ERA auto-posting (835), patient statements and online payments, a scheduling module, 125-plus pre-built reports plus a custom report builder, and HL7 EHR/EMR interfaces. The vendor publishes a 97% first-pass clean-claim rate on its home page, attributed to thousands of automated payer-specific edits before submission. The platform also exposes a Medical Billing Package that lets a billing company manage many client tax IDs from one interface, which the company describes as a multi-client claim management capability with unlimited user licenses.

Newer features added under the EverHealth umbrella include AI-assisted Universal Import (for bringing patient and demographic data in from outside EHRs) and an AI claim-rejection helper that suggests next actions on denied claims. CollaborateMD is web-delivered with iPhone, iPad, and Android access for on-the-go workflows.

Pricing and what each tier actually unlocks

CollaborateMD charges per rendering or attending provider per month, with discounting at higher provider counts. Published third-party listings (Capterra and BestNotes) put the Starter benchmark around $194/provider/month, with higher tiers stepping up by added storage, automation, and patient communications:

Lab interfaces (Quest, LabCorp) add a $2,500 one-time fee; MediMobile mobile charge capture also costs $2,500; the WebAPI ranges from free to $5,000 depending on integration scope. Per-MB document storage above the plan ceiling is metered, which several Capterra reviewers flag as an unexpected line item once practices scan in years of records.

Strengths buyers consistently call out

• Claim scrubbing actually works. The built-in clearinghouse runs payer-specific edits before submission and contributes to the vendor's published 97% clean-claim rate. Source: CollaborateMD home.
• Reporting flexibility is the recurring brag. Monet R., a Physician Billing Manager on Capterra, writes: "Reporting features are a big plus, I really like being able to create our own reports." Source: Capterra reviews.
• Low learning curve on the claim screen. Paul Y., an Administrator on Capterra, writes: "System is efficient and easy to use for claims processing and payment processing."
• Wide EHR partner list. Preferred and Standard HL7 partners include Praxis EMR, Practice Fusion, Amazing Charts, Kipu, Alleva, Elation Health, WebPT, PrognoCIS, Sevocity, and BestNotes, which lets a practice keep its existing EMR. Source: Praxis EMR partner announcement.
• Suited to billing companies. The Medical Billing Package's per-transaction model with unlimited user licenses, plus the multi-client claims view, is structurally aimed at third-party billers rather than tacked on.

Where CollaborateMD falls short

• Support responsiveness slipped. A 2026 Capterra reviewer writes: "Trying to get any support is impossible and their response times are extremely slow." Source: Capterra profile.
• Per-MB storage add-ons feel dated. Mikey K., a Billing Manager on Capterra, writes: "they oversell capabilities and still charge per MB to store documents like we are back in the early 2000s."
• Training tails off after onboarding. A Capterra reviewer: "Training is minimal, the knowledge center leaves a lot to be desired."
• Clearinghouse-transition disputes. A Capterra reviewer: "We are now being charged a $250 penalty per month because their own clearinghouse hasn't done its job of completing the transition."
• Automation lags newer all-in-one stacks. A Capterra reviewer notes the product "is an older system and has less automation, it could use more hyperlinks."

EHR and clearinghouse integrations

CollaborateMD's EHR/EMR side is its strongest interoperability story. The vendor maintains both Preferred and Standard HL7 interfaces. Confirmed partners include Praxis EMR (template-free, primary care and concierge), Practice Fusion, Amazing Charts, Kipu EMR (addiction recovery), Alleva (behavioral health), Elation Health, WebPT, PrognoCIS, Sevocity, and BestNotes. Sister EverHealth products DrChrono and Updox are also accessible inside the EverHealth ecosystem. Lab interfaces cover Quest Diagnostics and LabCorp; the MediMobile module handles mobile charge capture. The built-in clearinghouse handles ANSI ASC X12N 837/835/270/271 transactions in line with HIPAA-adopted standards.

Security and compliance posture

CollaborateMD is HIPAA-aligned in both its covered-entity and business-associate workflows, runs ANSI ASC X12N 5010 transactions across claims and remittance traffic, and offers HL7-based EHR interoperability that lines up with ONC EHR Certification expectations for any partner EHR. Payment processing inherits PCI DSS compliance through its integrated processor. The vendor publishes HIPAA-compliance guidance on its blog and emphasises encryption, role-based access, and audit logs in customer-facing materials. CollaborateMD itself does not appear in KLAS Best in KLAS 2026 ranks for Practice Management, so practices that weigh KLAS performance bands should request the vendor's most recent SOC 2 attestation and any KLAS Performance Reports directly.

Company snapshot

CollaborateMD was founded in 1999 by Douglas Kegler in Orlando, Florida, originally under the name XGear Technologies, and rebranded to CollaborateMD in 2008. EverCommerce (Nasdaq: EVCM) acquired the company in March 2019, and CollaborateMD now sits inside EverCommerce's EverHealth vertical alongside DrChrono and Updox. The platform reports over 10,000 active users across thousands of US practices and bills more than $2 billion in claims annually. Public testimonials from Mainland Infectious Disease Associates, Suffern Podiatry, and individual practitioners such as Dr. Howard Friedman sit on the vendor home page; Renea Clark appears as a verified Capterra reviewer.

Alternatives worth comparing

Practices that find CollaborateMD too billing-only, too small-team, or too thin on automation typically shortlist these competitors:

• AdvancedMD for an all-in-one EHR plus billing plus telehealth bundle.
• Tebra (formerly Kareo + PatientPop) for cloud billing tied to digital front-door tools.
• Waystar for enterprise-grade clearinghouse and revenue-cycle intelligence.
• athenahealth for performance-based billing tied to athenaOne EHR.
• eClinicalWorks for ambulatory networks needing unified EHR plus RCM.
• Practice Fusion for a free-to-clinician EHR with paid add-ons.
• RXNT for affordable cloud billing plus EHR plus e-prescribing.
• Change Healthcare for large-volume clearinghouse and payer connectivity.
• Availity for payer-facing eligibility and claim status tooling.
• Kareo by Tebra for the legacy independent-practice billing motion.

For deeper category context, see SaaSRat's RXNT profile, the medical billing software category, the broader EHR software category, and the related clinic management software category.