2026 Summer Release

Move care forward.

Release Tiers: June 9, 16 & 25

Practice Management

Eligibility Checks Verify Secondary and Tertiary Insurance (Change Healthcare Clients)
Batch eligibility checks run through Change Healthcare now verify secondary and tertiary insurance. Results are displayed on the eligibility details screen and on the patient insurance card. This update saves time manually verifying (or skipping) secondary/tertiary eligibility before submitting claims. Verifying all coverage upfront also reduces rejections, lowers unbilled encounters, and provides an eligibility record for auditing and resolving claim issues.

Specify Fees Based on Locality 
You can now specify charge and allowable amounts based on the combination of locality, facility, and carrier. Using new locality settings, you can associate a geographic area with a facility or facility-carrier ID. When that facility or facility-carrier combination is used and you have your fee schedule set to use localities, the specified fee is used instead of the standard fee. You can also import fee schedules with locality data. Using localities reduces the number of fee schedules you need to maintain and helps you use the correct rate based on where care was delivered and which carrier is being billed. 

Self-Service Patient Contacts Management 
Patients can manage their contacts during online scheduling, intake, and telehealth workflows, as well as in patient portal. Updates are synced in real time to the patient contact card and captured in the audit log. This enhancement can reduce time spent manually capturing emergency, next of kin, and authorized release-of-information contacts. It also supports compliance with state insurance review requirements (e.g., California onsite reviews).

Reactivate Provider Requests Available in Application Services  
Easily create a Reactivate Provider request for termed or inactive providers in Automation Center. Use the Add button to select the provider, add comments, specify contacts to notify, and include any additional services the provider needs. This change saves you time when requesting a provider be reactivated.  

Filter Unbilled Claims by Batch Number  
Filter unbilled claims by batch number in the unbilled tab of the Claims Center to quickly locate and manage unbilled claims tied to a specific batch, saving time and improving billing accuracy.

EHR

AI Clinical Assistant: Six Additional Action Items   
We’ve enhanced the AI Clinical Assistant with new action items: medications, allergies, referrals, risk factors, patient education, and note fields. AI Clinical Assistant can analyze your visit transcript and generate suggested action items for the patient chart, reducing manual data entry during or after each visit.  

Improved Allergy Card Documentation and Workflow 
The Allergy Card now includes improved search functionality, standardized categories, and new fields to assist with more complete allergy documentation. The new fields capture adverse event type, source of information, and end date. Search results return more up-to-date allergen data as First Databank information is now updated weekly. Allergy categories have been standardized to align with CCDA and NCPDP SCRIPT data sets. These enhancements help improve the quality of allergy documentation which can reduce prescribing risk. 

Note: These updates help prepare you for NCPDP SCRIPT Standard Version 2023011, required under the ASTP/ONC HTI-4 final rule as of January 1, 2028, to support updated ePrescribing compliance.  

Group Appointments: Group-level Coding, Auto-Generate and Sign Charge Slips
Assign CPT and ICD-10 codes once at the group session level and automatically apply them to every patient in the session. If needed, override codes at the individual level. Once coding is complete and your group notes are finalized, EHR generates and signs a charge slip for each patient. These updates reduce repetitive coding at the individual patient level, give billing staff immediate access to completed charges, and help accelerate reimbursement time. This enhancement is especially useful for high-volume group therapy practices.

UNA Card Rx Drug Discount Information Added to ePrescribing 
AdvancedMD has partnered with United Networks of America (UNA) to provide an additional drug discount option for ePrescribing. UNA discount information is automatically included when you send or print prescriptions. This enhancement automatically gives pharmacies a discount option to use in cases where a patient is uninsured or a medication isn’t covered by insurance.  

Self-Service Compliant Rx Form Templates for Printed Prescriptions
State mandated and DEA-compliant Rx form templates for printed prescriptions can now be assigned to a provider via system settings. When a custom template is assigned, it is used for prescriptions rather than the standard Rx template. Self-Service templates eliminate the need to contact Support for template uploads.

Patient Engagement

Patient Portal: Access Full Clinical Records, Improved Self-Service Workflows  
Patient portal has been redesigned to deliver a faster, more reliable, and accessible experience across all devices. This enhancement improves patient self-service for updating demographic, contact, and credit cards on file information, including requests to restrict data. A new records feature also gives patients access to their complete clinical records. Items such as medications, immunizations, documents, and more are available, including a downloadable chart summary patients can share with other providers. These updates help reduce client calls and time spent manually updating patient information.

Allow Patients to Request to Skip Copay for Telehealth Visit
Offices requiring telehealth copays can now let patients skip the copay for individual telehealth visits. When you enable the new Allow Payment Bypass by Provider Approval system setting, patients can request to skip their copay during the pre-call workflow. Front-office staff can then approve or deny the request in Provider List View before the session begins. This helps remove obstacles to care while giving your practice a controlled way to manage and audit copay exceptions.  

Mobile

AI Clinical Assistant for Mobile 
AI Clinical Assistant is now available in the mobile app. You can use pre-visit summary, ambient listening and transcription, and action items just like you do on a desktop or in telehealth appointments. You control what you record and add to the chart. AI Clinical Assistant helps speed up your visit prep and clinical documentation so you can spend more time providing care. 

Helpful Resources

• Register for the Summer Release educational and training webinar.
• Watch our executive overview video (coming soon).
• View release documents in Hub.