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We have updated CBO functionality in:

  • Patient Forms
  • Chart Files

Patient Forms
We have added a CBO key selector to the Patient Forms screen. You can now assign, accept, and review patient forms from the CBO master key.
Go to Modules | Appointments | Click Forms.

Chart Files
CBO users can now access patient forms from the chart files tab.
Go to Demographics | Patient Info | Chart Files tab. Or click the Chart Files icon.

System Defaults (PM)
Months of Inactivity Before Expiring User
We have added a new system default, Months of Inactivity Before Expiring User, that gives you the ability to automatically mark a user’s account as expired due to inactivity.
The default is 6 Months.
Go to Utilities | System Defaults | Security.

Video Training Library (Mobile)
The following video has been updated in the Video Training Library:

  • AdvancedMobileDoc™ Add & Edit Patient Data (3:34)

“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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