Get Live Chat Request a Callback Get live demo

AdvancedCQM, Hub, Insurance Tab, Master Files, Remark Codes, Reports, Review Bin

AdvancedCQM (PM/EHR)

Real-time Reports

Thanks to some behind-the-scenes performance enhancements to the AdvancedCQM module, you can now view reports within minutes of their creation, instead of having to wait until the next day. This enhancement provides practices with the flexibility to run reports as needed, and get access to valuable information and analytics faster.

Note: Report response times can vary due to system usage levels, and reports might occasionally be delayed to run overnight during system maintenance.

2021 eCQM Measure Benchmarks

We have updated eCQM measure benchmarks for 2021 as provided by CMS.
However, the following measures do not have 2021 benchmarks:

  • CMS 22: Preventive Care and Screening: Screening for High Blood Pressure and Followup Documented
  • CMS 90: Functional Status Assessments for Congestive Heart Failure
  • CMS 129: Prostate Cancer: Avoidance of Overuse of Bone Scan for Staging Low Risk Prostate Cancer Patients
  • CMS 138: Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention
  • CMS 156: Use of High-risk Medications in Older Adults
  • CMS 645: Bone Density Evaluation for Patients with Prostate Cancer and Receiving Androgen Deprivation Therapy
  • CMS 771: Urinary Symptom Score Change 6-12 Months After Diagnosis of Benign Prostatic Hyperplasia

Hub (PM/EHR)

We’re excited to announce Hub, our new self-service community portal for AdvancedMD information and assistance.

Hub is an evolving, peer-based network of services that brings together training, communication, feedback, and support into one consolidated ecosystem. With increased
control and transparency of your AdvancedMD experience, improved learning opportunities, and other time-saving features, every role in your practice will benefit from Hub.

You can report, track, and communicate about issues you’ve experienced in the application through Case Management. Quickly find valuable information and self-help resources to
improve your AdvancedMD understanding and skills via Knowledgebase, Help Files and Release Guides. Access the Video Training Library to optimize staff training with hundreds of easily sortable videos ranging from beginner to advanced topics. And suggest ways to improve our software with Idea Share.

Hub is replacing NEST, the community portal that was previously used to manage support cases and other account settings. With Hub, we’ve merged multiple services under a single umbrella to provide users with an information center that will continue to be updated and improved. In addition, the design and functionality of these services have been preserved as closely as possible to prevent disruptions to your workflow.

You can quickly open any of the Hub modules directly from the PM Dashboard, or you can access them through the Help menu in PM or EHR. Just click the link, and you’re automatically logged into the service.


Knowledgebase is home to a wealth of self-help resources – including blogs, articles, and much more – designed to help you get the most out of our software. With access to the latest tips and tricks, you can quickly and easily find the answers you didn’t even know you needed.

Go to Help | Hub | Knowledgebase.

Case Management

With Case Management, you can create a support case, track its progress, and communicate directly with us for updates. Account administrators can also manage company contacts, payment methods, and other services, such as adding providers or features.

Go to Help | Hub | Case Management.

Idea Share

Currently, you can access the Idea Share page to suggest ways to improve our software. But later this year, you will also be able to see ideas from other users, vote on them, and
collaborate with peers on new and innovative ways to practice.

Ideas submitted previously through NEST have been reviewed and consolidated and will be included in the new Idea Share portal, so you can vote on the ideas most important to you.

Go to Help | Hub | Idea Share.

Release Guides

The Release Guide contains detailed information, including step-by-step instructions, about the latest features and enhancements added to the software. It is updated for each small and large release, so check it often to see what’s new or improved and how it can help your practice.

In PM, go to Help | Release Guide.

Help Files

Help Files are available for every screen in the software, and include instructions and screen descriptions that walk you through every step of common processes, plus important notes about things to pay particular attention to. Search the vast help file library for a specific topic, or use the menus to see What’s New, review the Basics, view Quick Start guides organized by role, explore how to Customize your AdvancedMD experience, or get assistance with Regulatory measures and reporting.

Go to Help | Contents.

Video Training Library

The Video Training Library includes hundreds of quick videos featuring experts demonstrating step-by-step processes of beginner and advanced topics and everything in between. Easily view videos by topic or search to find exactly what you need, whether you’re just learning how to use the software or brushing up on your skills.

Go to Help | Hub | Video Training Library.

Insurance Tab (PM)

Updated Clearinghouse Name and Link

We have updated the clearinghouse name and link redirect on the Insurance tab from RelayHealth to Change Healthcare. Use the clearinghouse link to check the patient’s eligibility.

Click the Patient icon | Select Insurance tab.

Master Files (PM)

Provider Information – Mobile Only EHR License

We have added a new Mobile Only option to the EHR License drop-down.

Mobile Only indicates that the provider has subscribed to the AdvancedMD Mobile app for eprescribing and also has access to other mobile functions that they would have in PM such as Scheduler and Messages.

Go to Master Files | Providers/Groups | Provider Information (Professional).

Remark Codes (PM)

You can now view, add, or edit service level Remittance Advice Remark Codes (RARCs) in multiple screens. Service level RARCs provide additional explanation from the carrier about the payment or non payment of the line item. We have made the following enhancements to PM:

  • Updated RARC Screen.
  • View Service Level RARCs in eRemittance Details.
  • View Service Level RARCs in Payment Search.
  • View Service Level RARCs in Remark Codes Master File.

Updated RARC Screen

You can now view, add, and delete service level remark codes in the updated Remittance Advice Remark Codes (RARC) screen. To view the updated screen, click the Rmk Codes button on any of the following screens:

  • Quick Pay
  • Payment Entry
  • Payment Detail
  • eRemittance Payment Entry

Note: The Rmk Codes button displays when you have selected Insurance or Repost Insurance as the Payment Source.

View Service Level RARCs in eRemittance Details

You can now view service level RARCs returned by the carrier on a remittance check. Hover over the Remarks column to view claim and service level RARCs for the line item.

Click the eRemittance Review icon | Double-click a record on the eRemittance screen to open the eRemittance Details screen.

View Service Level RARCs in Payment Search

You can now view service level RARCs in Payment Search. The Remark Codes column has been renamed to Claim Rmk Code, and Financial Class has been shortened to Fin Class. To view this enhancement open the Line Item Details grid to view the service level RARCs for a payment.

Go to Billing | Payment Search.

View Service Level RARCs in Remark Codes Master File

You can now view, add, and edit service level RARCs in the Remark Codes master file.

Go to Master Files | Transaction Codes | Remark Codes.

Reports (PM)

We are happy to announce updates to the following reports in the Report Center:

  • Promoting Interoperability (PI/MIPS) Reports
  • FlexReports

Promoting Interoperability (PI/MIPS) 2021 Reports

The following Promoting Interoperability (PI/MIPS) reports have been updated and are available for 2021 reporting:

  • Promoting Interoperability (PI/MIPS)
  • Promoting Interoperability (PI/MIPS) Detail

Go to Reports | PI/Quality | Promoting Interoperability (PI/MIPS).

FlexReports – Generate FlexReports in Chrome and Edge

We are happy to announce that FlexReports can now be generated in Chrome™ and Edge™.

  • Carrier A/R FlexReport
  • Reimbursement Analysis FlexReport
  • Responsible Party A/R FlexReport

Go to Reports | FlexReports.

Review Bin (EHR)

Sunset the Review Bin

We have sunset the Review Bin and removed the Review option from the Home menu in EHR. Use the EHR Dashboard Donuts and Worklists to review and sign items, just like you could in the Review Bin.

In preparation to sunset the Review Bin, we have made many enhancements to the PM and EHR over the past year, including:

  • Sort Dashboard Worklist tables.
  • Sort Dashboard Donut items.
  • Sort patient chart items in the Patient Folder view.
  • Share chart items using the Patient Viewable icon in Worklist tables.
  • Search for HealthWatcher chart items in the Find Chart Item screen.
  • Filter Worklist by Message Type.
  • Updated Worklist display of signed statuses.
  • Added active and inactive provider Dashboard filter sections.
  • Added Unsigned Chart Item report in PM.
  • Added HealthWatcher Service Due report columns in Patient Reporting.

The Dashboard displays when you open EHR.

Video Training Library (PM/EHR)

The following video has been updated:

  • Patient Billing Workflow
    Includes redesigned Demographics screens.
  • EHR Dashboard Worklist
    Includes workflow for Sorting and the new Unsigned Chart Items report in PM.

“The money I have invested in AdvancedMD is miniscule compared to the return. I have never been more efficient – ever – in my professional life as I am now.”

Jed Shay, MD
The Pain Care Center

Read the story  ›

“[Our] patients are very well-educated and well-informed, and they want to see results quickly. The practice has to run extremely efficiently and be accessible to them. The nice thing about [AdvancedMD] is it has allowed me to be more efficient both in and out of the office. Now I don’t have to come back into the office, which is great for my family and everything else. It saves me a lot of time – probably an hour a day on the three days I work in the second office.”

Keith Berkowitz, MD
Center for Balanced Health

Read the story  ›
Estaban Lavato, MD - La Loma Medical Center

“The best thing I ever did in private practice was getting AdvancedMD—it has liberated me.”

Estaban Lavato, MD
La Loma Medical Center

“Having integrated practice management and EHR is absolutely wonderful, you don’t have to flip back and forth between systems—all of your information is at hand when needed.”

Raju Raval, MD

Read the story  ›