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Billing (PM)

Patient Billing Wizard
You can now perform actions such as adding a Message or placing items on Hold for multiple responsible parties on the Statements, Collection Letters, and Collection Agency screens in the Patient Billing Wizard. This enhancement eliminates clicks in your work flow.
Go to Billing | Patient Billing | Patient Billing Wizard.

Reports (PM)

Payment Receipt Report
Add Practice Details and Totals
We have enhanced the Payment Receipt report to include the following contact information from the Practice master file.

  • Address
  • Phone
  • Fax
  • Fed ID

Additionally, to create more detailed patient receipts, the Payment Receipt report now includes these summarized fields:

  • Payment Code
  • Payment Description
  • Payment Amount Total

Fee Schedule Listing Report
Zero Dollar Fees Filter
You can now include zero dollar fees when running the Fee Schedule Listing report using the new Include zero dollar fees filter.
Go to Reports | Procedure Codes | Fee Schedule Listing.

Video Training Library (PM/Mobile)
The following videos have been updated in the Video Training Library:

  • Managing Refunds (7:33)
  • AdvancedMobileDoc™ Growth Charts (4:31)
  • Introduction to AdvancedMobileDoc (6:55)

“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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“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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“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

“Having complete, complex reports right at your fingertips is invaluable to your practice’s health–it’s charting waters to these uncertain business times.”

Ron Rosenberg, PA
Practice Management Resource Group

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