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Manage Support Cases in NEST (PM)

Clients can now view & interact with their support cases from within our online support
community, NEST.

On the Contact Support screen in NEST, the support contact can do the following:

  • View support cases you’ve created
  • Send a message regarding your case
  • Create a new support case
  • Start a chat with support or enrollments

In addition, the account administrator can:

  • View support all cases created by all users within your practice
  • Manage contacts
  • Manage payment
  • Manage services

Note: In order for Account Admins & Support Contacts to see cases in NEST, the email in their
User Profile must be the same as the email address we have on file for them in our contact
management system.

Log in to NEST | Click Contact Support.

Note: Only the Account Administrator will see the following buttons:

  • Manage contacts
  • Manage payment
  • Manage services


View Support Cases

Support contacts can view cases they have submitted to view details of the case, all
correspondence regarding the case, as well as send messages and attach files to the progress
of the case.

Account administrators can view all support cases created by all users within the practice.

Note: You can view closed cases created within the last 90 days.

Click the View icon to open a case.

Send a Message Regarding the Case
1. Enter text in Add New Message.
2. Click Submit Message.

Note: You can also add an attachment if needed.


Open a New Case

  1. Click the Open New Support Case button. Your office key, office name, and user
    information displays.
    Note: This practice information comes from your office key and cannot be changed
  2. Enter the Subject.
  3. Select the Area of product affected.
  4. Enter the Description of issue.
  5. Enter troubleshooting done (if any), text of any error message received, and patient
    example (if applicable).
  6. Add any attachments, if needed.
  7. Click Submit.


Start Chat

You can chat with support or with enrollments.
Click the Chat with Support or the Chat with Enrollments button.


Manage Contacts

In the Contact Management Center the account administrator can add, edit, and delete
company contacts. The account administrator can also edit your company address.

Click the Manage Contacts button.


Manage Payment

In the Finance Account Update screen, the account administrator can add or update
payment information.

Click the Manage Payment button.

  1. Enter your Bank Name and Phone number.
  2. Enter the Name on Account.
  3. Enter your Account Number and Routing Number.
  4. Click Submit.


Manage Services

The account administrator can make the following changes to services:

  • Add a provider
  • Add a feature
  • Add training/professional services
  • Remove a feature
  • Update/remove/replace a provider
  • Transfer or release an office key

Click the Manage Services button.

  1. Select the Account Update Request.
  2. Enter the requested information.
  3. Add any Comments if needed
  4. Attach any files, if applicable.
  5. Click Submit.


“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

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“[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

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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

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