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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.

“If we are waiting for a delivery or in between surgeries, we can log in, check messages or patient information and send electronic prescriptions as needed. Mobility is a good thing, and certainly being able to coordinate care with our patients from multiple locations is definitely a plus.”

Lisbeth Chang, MD
Sunrise Women’s Medical Group

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“Our workflow has diminished as far as the redundancies, having to do the back-and-click here or check on this and check on that—it’s all right there!”

Johnette Lamborne
Office manager

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

Estaban Lavato, MD
La Loma Medical Center

“Everybody still does basically the same thing; they just do it in a different and better way that’s more efficient.”

Steve Wampler, MD
Greenhill Family Clinic

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