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Reports (PM)

Patient Portal Details Report
We have added a new report, Patient Portal Details, to help you manage your Patient Portal accounts. You can use this report to:

  • Generate a list of active Patient Portal accounts
  • Determine which accounts need an invitation to the Patient Portal
  • Identify disabled accounts
  • List accounts that are locked out

Note: This report is only available if the Patient Portal feature is enabled.
Go to Reports | Patient Listings | Patient Portal Status.

Column Appointments Report
We have added the patient’s Preferred Phone to the landscape view of the Column Appointments report.

“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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“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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