Features Navigation

Live Chat (800) 825-0224 Live Demo

Automation Center

Automation Center

We are pleased to announce the release of the Automation Center where you can customize your office processes to automatically run on a regularly scheduled basis.

The first process we have automated is End of Day Close. As additional processes are automated they will be added to the main Automation Center panel.

Setup

Role Setup

You can assign the Automation Center role privilege to users who require access to the Automation Center.

Go to Utilities | User Management – Role Setup | Financials.

Create an Automation Rule

To schedule an office process to run automatically, create an Automation Rule. The automation rule defines process settings, the run schedule, and who should be notified about results.

Click the Automation icon on PM dashboard, or go to Modules | Automation Center on the main toolbar.

  1. Select a process.
  2. Click Create New Rule.
  3. Enter an Automation Rule name.
  4. Click Save.

CBO Automation Rules

You can create an automation rule for sub-office keys from the CBO master key, or log in to a sub-office key to create a rule.

Update and Delete Rules

Go to Automation Center | Rules.

Important Note: When you update or delete a rule it cannot be undone.

  1. Select the automation rule.
  2. Enter updates to the existing rule or click the delete icon.
  3. Click Save.

Enter Process Settings

You must set specific settings for every process you automate in the Automation Center.
Once process settings are entered, they become part of the automation rule.

Note: Process settings are specific to the process being automated. For example the End of Day Close process settings include: Deposit Slip, Day Sheet & Close, and Claims Submission.

Create a Rule Schedule and Notifications

Go to Automation Center | Schedule section.

  1. Enter Schedule settings: Start Date, Time and Time Zone, Recurrence, and End Date.
  2. Enter Notification settings.
  3. Click Save.

Manage Automation Rules

You can confirm the success of the automation rule using the following tools:

Report Depository

Monitor your reports in the Report Depository.

Go to Automation Center | Rule Management section.

Audit Log

You can monitor the changes to your Automation Rule settings using the Audit Log.

Go to Automation Center | Rules Management section.

The Audit Log screen includes the following information:

  • Rule Parameter
  • New Value
  • Previous Value
  • Changed On date
  • Changed By name

 

Bug Fixes (PM)

We have updated the system with the following fixes:

  • Issue 14121 – The Copay button on the Quick Charge Entry screen now works correctly when using Chrome version 74.0.3729.108. (PM)
  • Issue 14102 – Carrier and Procedure codes now displays correctly on the Quick Charge Entry screen when using Chrome version 74.0.3729.108. (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  ›

“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  ›