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Patient Demographics (PM)

Appointment History
We have enhanced the Appointment History tab so you can access the new Appointment Scheduler from the Appointment History screen. When you click the new Appt Scheduler button or double-click an appointment, the selected appointment will open in the Appointment Scheduler.

Note: If you double-click an appointment that has been canceled, moved, or deleted, the appointment will not display in the Appointment Scheduler.

Insurance Tab
We have added the Claim Payer ID (CPID) to the Insurance Address box on the Insurance tab so you can easily view the carrier’s CPID.

Master Files (PM)

You now have the ability to mark a carrier as inactive by marking the new Inactive check box in the Carriers master file. When you mark a carrier inactive, the carrier will not display in search results on the patient demographic Insurance tab. You can still search for inactive carriers in the Carriers master file.

Patient Portal (PM)
We have updated the design of the Patient Portal footer and added an Address & Directionsfeature, which opens Google Maps™ and gives patients the ability to easily view directions to your Practice or Facility.

We have also updated which address and phone number displays in the Patient Portal footer. Prior to logging in, the footer displays the Practice contact information. After a patient logs in, the footer displays the contact information based on the Facility associated with the patient’s default Provider.

If the Facility contact information is not available for the Provider, the Practice contact information displays.

Prior to this enhancement, both Practice and Facility contact information were displayed in the footer.

System Defaults Overview (PM)
Copay Payment Code System Default
We have added a new system default, Default Copay Payment Code, that allows to you to default the payment code when posting copayments from the Collect Co-payment screen.

Prior to this enhancement, the payment code default for the copayment screen was PP.

Insurance Effective Date System Default
We have added a new system default, Default Insurance Effective Date, that allows you to select a default for in the Effective Dates field on the Insurance tab. The default is 10 Days Prior to Current Date.

Place of Service System Default
We have added a new system default, Place of Service Defaults From, that allows you to default the Charge Entry place of service based on either the place of service associated with the procedure code in the Charge Code master file, or to the place of service selected for the previously entered charge. The default for existing clients is Charge Code.

Prior to this enhancement, the Place of Service was always based on the default associated with the procedure code in the Charge Code master file.

Video Training Library (PM/Mobile)
The following videos have been added to the Video Training Library:

  • AdvancedScheduling (4:03)

    Coming Soon! AdvancedScheduling has improved layout, design, and workflow. The latest enhancements include more robust search capabilities, improved screen design, and the ability to use the Appointment Scheduler in Internet Explorer®, Google Chrome™, and Safari® browsers.

  • AdvancedMobileDoc – Appointment Tools (4:49)

    The AdvancedMobileDoc app for iOS devices supports a fast-paced front office by easily allowing you to create and manage appointments from your mobile device. In this tutorial, we see how to check patients in and out, start a new note from the appointment card, update patient’s statuses, and how to copy and cancel appointments. We also learn how to create and manage recurring appointments.

  • DME Charges and CMN Forms (6:58)

    Practice Management (PM) streamlines your workflow for billing Durable Medical Equipment, or DME, service claims. This includes automatically splitting claims for DME and Non-DME charges entered on the same visit, and attaching Certificates of Medical Necessity, or CMN forms, to your DME claims when needed. In this session, we will walk through how to set up DME charge codes and Carrier master file information, add a DME carrier for a patient, and enter CMN data in the Custom Tabs screen so it will be included on electronic claims.

  • Creating Patient Document and Form Templates (7:12)

    This feature enables you to create templates for letters you will generate regularly for patients. Form and Patient Document templates are built with a combination of regular text and special merge fields that pull in data from your office key. Form templates are used to create letters for one patient at a time. A patient document template can be used to send letters in a patient mail merge, making mass mailing easy. In this session, we will walk through how to create and use form and patient document templates.

  • AdvancedMobileDoc Nurse and MA Workflow (6:40)

    In this workflow session we will enter the patient’s clinical information in the facesheet, start a new visit note and document a flu shot.

  • AdvancedMobileDoc Provider Visit Workflow (4:20)

    In this session we’ll walk through the patient visit from the providers standpoint in the mobile application. We will review how to open the visit note that was started by the nurse whether from the mobile app or the EHR and show the completion of the documentation. In addition, we will walk through how a provider can post charges for the visit using the mobile app.

  • eRemittance – Processing Insurance Payments (7:38)

    The eRemittance module provides an automated way for you to post electronic carrier payments to corresponding charges. In this session, we walk through the steps of using the eRemittance module, or ERA for short. We also cover the ERA Custom Rules Master File where you can setup and customize eRemittance validation rules which allow you to manage unique carrier payment practices and align ERA processing to more closely match your practice’s workflow.

  • Meaningful Use Setup and Reporting Video (6:12)

    In this session we will review the tools and resources that AdvancedMD has made available to help you with your Meaningful Use Setup and Reporting in preparation for attestation.

  • Meaningful Use Dashboard (2:43)

    The Meaningful Use Dashboard is readily accessible tool to help you easily track Meaningful Use requirements. In this session you’ll discover how to instantly view a summary of your current progress toward meeting the regulatory thresholds for each measure conveniently from the Home Page in EHR.

  • Balancing Reports (6:47)

    In this video we will demonstrate reporting tips and methods used to balance your monthly totals.

“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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