This Training Agreement outlines both parties responsibilities in delivery and utilization of the Licensed Software. CollaborateMD ("CMD") reserves the right to update this Training Agreement periodically to ensure consistency with the Customer Software Agreement (CSA) and to allow for operational efficiency, changes in workflows or otherwise.
Training Description
CMD provides instructor-led training sessions on the functional use of Licensed Software.
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CollaborateMD (CMD) provides new and/or existing customers with instructor-led training sessions on the functional use of the Licensed Software. The instructor-led training sessions are conducted through live Webinars or through a one-on-one Web conferencing tool. All new customers are invited to register their trainee(s) for free training sessions in conjunction with their initial onboarding. CMD training consists of five phases of training with a dedicated Training Specialist (TS).
Training consists of five phases of training. All sessions can take up to 1-2 hours and must be completed within 60 calendar days, or a per hour fee will apply.
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Successful onboarding and all training sessions, unless waived, must be completed within 60 calendar days or less from the date of execution of the CSA by the customer, for all billing experiences (experts, intermediates, and novices). Each training session can take up to 1-2 hours to complete, depending on the training tools and resources reviewed by the trainee prior to the scheduled call. Additional training beyond the standard on-boarding process of 60 calendar days can be purchased at a per hour fee.
The MPOC for Training will complete steps including watching training videos, leveraging help pages, setting up the Practice, Provider and enrolling in electronic services (Payer Agreements), sending claims, posting payments, and running reports.
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During your onboarding, you will be required to complete important steps pertaining to your training. These include, but are not limited to, watching our training videos, leveraging Help Pages, setting up your practice(s) and provider(s), enrolling in electronic services (i.e. payer agreements), sending your first batch of test claims, having your claims accepted with limited to no rejections, posting payments, and running reports. Throughout your dedicated training sessions, our Training Specialist will be available to answer all of your questions.
Successfully completing each of these important items will ensure your effective and efficient use of the Licensed Software to achieve your business goals and objectives. In addition, our training sessions foster the trainee(s) to become the training instructor for your business. This allows your trainee(s) to become the Trainer for your Office Staff. Once you've successfully submitted claims through the Licensed Software and you’ve successfully completed your
five phases of training, or waived them, you will be turned over to our Support. It is recommended that you review the
Support Agreement to ensure you are properly prepared for your transition at the end of your training.
![check_mark_step_1.png](https://go.collaboratemd.com/rs/312-DMZ-860/images/check_mark_step_1.png)
Training is based on the Train-the-Trainer Methodology, meaning the MPOC (Main Point of Contact) for Training is responsible for training all others.
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CMD offers various self-service training tools and resources on our Training website, at no additional cost, to each customer and their Office Staff throughout the lifetime of their account. This includes Help Pages, reference guides, training videos/modules, Webinars, solutions and a crowd-sourcing tool. This crowd-sourcing tool, called Idea Exchange, allows us to listen to the voice of the customer for future product and service enhancements that provide value to your business.
Roles & Responsibilities
CMD does not provide training related to coding, billing, or provide advice on how payer(s) require your claims to be submitted or how your payments are received.
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CMD Responsibility
- CMD provides training related to only the functional use of the Licensed Software.
- CMD is not responsible for providing any training related to coding, billing, or providing advice (including guidance) on how your payer(s) require your claims to be submitted or how payments are received.
- CMD has no obligation to provide training or service to customers that are not in good financial standing until payment has been received in full.
Trainee and/or Business Owner Responsibility
Contacting the Training Department
For security reasons, all users are required to verify their 4 digit call-in PIN when contacting CollaborateMD. |
Important: All users will be required to verify their 4
digit
call-in PIN
when contacting us for assistance.
Hours: Monday - Friday from 8:00 am until 5:00 pm EDT, excluding holidays.
5 Phases of Training
Standard Training
without Interface
- We pride ourselves on training customers whose accounts do not have an interface between forty-nine (49) calendar days [7 weeks] and fifty-six (56) calendar days [8 weeks].
Weeks |
Phases |
Names |
Descriptions |
1 |
Phase 1 |
Account Setup |
- Account Setup.
- Customers will be required to watch a pre-recorded webinar entitled: CollaborateMD Overview.
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2 |
Phase 2 |
Claims Creation |
- Create and Submit Test Claims.
- Activate Additional Features (for Plan 2, 3, & 4 Participants).
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3 & 4 |
Phase 3 |
Claim Tracking |
- Track Claims in Test Mode with the Clearinghouse and Review Clearinghouse Reports.
- Move Account into Production Mode to Process Claims to Payer.
- Track Production Claims.
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5 & 6 |
Phase 4 |
Payments & Statements |
- Payment Posting.
- Patient Statements.
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7 |
Phase 5 |
CBI Reports and Training Wrap Up |
- CBI Reports (Builder & Viewer).
- Final Questions.
- Tools, Available Resources.
- Turnover to Support.
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8 |
- |
Spare Week if Needed |
- Spare week based on unplanned issues
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- If training cannot be completed with the specified time frame, seven (7) calendar days, up to a total of fifty-six (56) calendar days [8 weeks], additional training fees per hour will be assessed to the customer's account to complete training.
Standard Training
with Interface
- Customers who have an interface will take approximately seven (7) calendar days longer due to the interface integration activities.
- We pride ourselves on training customers whose account does have an interface between fifty-six (56) calendar days [8 weeks] and sixty-three (63) calendar days [9 weeks].
Weeks |
Phases |
Names |
Descriptions |
1 |
Phase 1 |
Account Setup |
- Account Setup.
- Customer with a PF interface are required to watch a pre-recorded webinar entitled: CollaborateMD Overview & Practice Fusion Interface.
- All other customers (with an interface) will be required to watch a pre-recorded webinar entitled: CollaborateMD Overview.
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2 & 3 |
Phase 2 |
Claims Creation |
- How to Retrieve Interface Claims, and Interface Tracking.
- Submit Test Claims.
- Activate Additional Features (for Plan 2,3 & 4 Participants).
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4 & 5 |
Phase 3 |
Claim Tracking |
- Track Claims in Test Mode with the Clearinghouse and Review Clearinghouse Reports.
- Move Account into Production Mode to Process Claims to Payer.
- Track Production Claims.
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6 & 7 |
Phase 4 |
Payments & Statements |
- Payment Posting.
- Patient Statements.
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8 |
Phase 5 |
CBI Reports and Training Wrap Up |
- CBI Reports (Builder & Viewer).
- Final Questions.
- Tools, Available Resources.
- Turnover to Support.
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9 |
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Spare Week if Needed |
- Spare week based on unplanned issues.
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- If training cannot be completed with the specified time frame, seven (7) calendar days, up to a total of sixty-three (63) calendar days [10 weeks] additional training fees per hour will be assessed to the customer's account to complete training.