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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.

“With the new scheduler and EHR, we get a lot of the information up front, so when the patient comes in, unless they have something changed insurance-wise they’re already verified and ready to be taken back right away, it also makes it much easier for billing.”

Nancy Sutter
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

“With AdvancedMD we got everything in one package, and the ability to ensure that we get maximum allowable Medicaid reimbursement.”

Charlotte Kientzy
Practice billing manager

“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