Who CollaborateMD is best for
CollaborateMD has sold web-based practice management and medical billing software since 1999 and is now part of EverHealth, EverCommerce's healthcare group that also includes DrChrono. It is not an EHR. Instead it connects to a practice's clinical system and handles scheduling, eligibility, intake, claims, payment posting, denials and patient payments, with a clearinghouse built in. It has separate pricing for practices and for billing companies.
Best for
- Independent practices that want a billing and PM system separate from their EHR
- Third-party medical billing companies serving clients on different EHRs
- Labs and diagnostic facilities needing claims plus lab interfaces
Not ideal for
- Practices wanting EHR, PM and billing in a single application
- Practices that want to outsource billing completely
- Buyers who need published SOC 2 or HITRUST documentation up front
CollaborateMD pros and cons
Pros
- Built-in clearinghouse on every plan, with Level 2 claim edits on Optimize and Pro; the vendor says it achieves a 97% clean-claim rate
- Unlimited ERA with auto-posting and unlimited real-time eligibility on every practice plan
- Per-claim pricing for billing companies with unlimited users
- No setup or implementation fees; training and support included
- Free interface to preferred-partner EHRs and AI tools for data import and rejection explanations
Cons
- Core, Optimize and Pro plan prices are not listed; you need a quote
- Several useful tools, such as phone and SMS reminders and patient estimates, are add-ons or Pro-only
- Some interfaces cost extra, such as WebAPI (up to $5,000) and MediMobile ($2,500)
- No public HIPAA, SOC 2 or HITRUST statement on its website
CollaborateMD pricing
As of October 2026, CollaborateMD says practice plans typically start around $299 per provider per month, depending on practice size and needs. The fee covers one active rendering provider, with discounted half and minor fees for additional providers with lower monthly claim volumes. Billing companies pay per transaction, typically starting at $0.32 per claim and decreasing with volume, with unlimited users and the clearinghouse included. There are no setup or implementation fees. Interface fees: preferred-partner EHRs are free, WebAPI ranges from $0 to $5,000, Quest and LabCorp interfaces are listed at $2,500 each (which the labs normally pay), MDTech charge capture is free and MediMobile is $2,500. Contract terms are not published.
Key features
- Practice Management: automated scheduling, digital intake forms, real-time eligibility, task workflows and phone, text or email reminders
- Medical Billing: real-time electronic claims, built-in clearinghouse scrubbing, Level 2 claim edits, automated denial follow-up and unlimited ERA auto-posting
- Patient Payments: patient payment portal, in-app card processing, payment plans, statements and a patient responsibility estimator
- Reporting: 125+ customizable reports and dashboards, with report snap-and-share
- AI: AI-Powered Universal Import for moving patient and claims data from any EHR, and Intelligent Claim Rejection Support that explains payer rejection codes in plain language
- Plans: Core, Optimize and Pro for practices, and a Medical Billing Package for billing companies
HIPAA, security and integrations
CollaborateMD's public website does not publish a HIPAA statement, BAA template, SOC 2 report or HITRUST status. As a PM and clearinghouse vendor it acts as a HIPAA business associate, so ask for its BAA and current security documentation. Named preferred EHR partners are Practice Fusion, Nexus Clinical, Alleva, PBO MD, Stride, The Tree, Amazing Charts, Praxis, PrognoCIS, Kipu and Hello Health, with other EHRs available as standard integrations. Lab interfaces cover Quest Diagnostics, LabCorp and LabDAQ, and a WebAPI is available for custom connections.
CollaborateMD alternatives
- Tebra — combines EHR and billing for small practices, with optional billing services.
- Office Ally — low-cost clearinghouse and PM software for budget-conscious practices.
- EZClaim — billing software popular with small billing services, available as desktop or cloud.
- PracticeSuite — cloud PM and billing with an optional EHR and RCM services.
- AdvancedMD — fuller EHR, PM and billing suite for practices wanting one vendor.
