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We have enhanced the EHR Dashboard. You can now:

  • View appointment status icons on the Schedule
  • Filter the Schedule for canceled and no-show appointments
  • Customize donut filter order
  • Filter, hold, release from hold worklist chart items
  • Mark Worklist chart items as reviewed
  • Filter and auto-forward worklist messages
  • Mark Worklist items as priority

Appointment Status Icons
Icons displays on the schedule indicating the appointment’s status.

Schedule Filter
You can select to view canceled and no show appointments on the Dashboard Schedule. Click the Schedule Filter icon and select Canceled and/or No-show.

Donut Filters
You can drag donut filters to display in any order in expanded or collapsed view. Donut filters revert to the default order when you log out.

Filter Worklist Chart Items
Chart items can be filtered three ways:

  • Click the filter icon to filter by:
    • Provider
    • Staff Assignment
    • Assistant items
    • Department
  • Click the Priority button to only display items marked high priority. Click the button again to undo the filter.
  • Click the Hold button to only display items marked held. Click the button again to undo the filter.

Filter Worklist Messages
Messages can be filtered two ways:

  • Click the filter icon to filter by:
    • Text
    • Message Type
    • Message Status
    • Attachment Type
    • Date
  • Auto Forward Messages
    You can select to auto-forward all messages that are returned in your filter results.

  • Click the Priority button to only display items marked high priority. Click the button again to undo the filter.

Scheduler (EHR)
We are excited to announce that we have integrated a subset of functionality of the PM Scheduler into EHR. The EHR Scheduler features function the same as they do in the PM Scheduler.

The Scheduler will be rolled out in stages over the next few months. The EHR Classic Schedule is still available in the Home menu. On the scheduler, you can:

  • Add, edit, move, copy, and delete appointments
  • Add patients to the wait list, and wait list patients to the schedule
  • Add blocks and holds
  • Search for available appointment times
  • Set patient appointments to the correct status
  • View and update rooming information (Coming Soon)

Note: Rooming information will only be available if you are using the AdvancedRooming™ module in PM. AdvancedRooming will be rolled out in stages over the next few months.

Patient Appointment Cards
Appointment Cards show patient information and include a Quick Action Toolbar, that allows you to move, copy, and edit appointments as well as select an appointment status. You can access appointment cards two ways:

  • Hover over an appointment to view the appointment card.
  • Click an appointment to open the Appointment Card with the Appointment Menu that contains more tools that allow you to cancel, delete, and mark appointments as other, as well as view conflicts and messaging preferences.

New Scheduler Appointment Overview (PM)
We have made the following enhancements to the new Appointment Scheduler:

  • Calendar jump buttons
  • Updated appointment colors in relevant appointment related master files

Calendar Jump Buttons
You can now skip through the calendar using the new jump buttons:

  • 1W – 7 days
  • 2W – 14 days
  • 4W – 28 days
  • 6M – 182 days
  • 1Y – 365 days

You can select more than one button to skip forward through the calendar. For example, if you want to skip three weeks into the future, you can click on the 1W button followed immediately by the 2W button. The combined prescribed days for the sum of these two buttons is three weeks (21 days). Because you can select more than one button, there is a slight delay after each click to allow time for multiple selections.


  • The calendar jumps the selected number of days from the original date.
  • The new date is highlighted.
  • This feature only displays dates in the future.

Updated Colors in Master Files
We have updated the colors in relevant master files to match the new Appointment Scheduler colors. Updates were made in the following master files:

  • Provider Scheduler Setup
  • Block/Hold Setup
  • Appointment Types

Note: Due to client request, gray has been updated to a shade similar to the pre-release color.

Video Training Library (EHR)
The following videos have been updated in the Video Training Library:

  • Clinical Messaging (4:27)
  • Review Bin – Signing Chart Items (7:00)
  • Patient Visit Workflow – Provider (6:48)
  • Patient Visit Workflow – Nurse and MA (8:04)
  • Introduction to AdvancedEHR (7:14)

“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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“Everybody still does basically the same thing; they just do it in a different and better way that’s more efficient.”

Steve Wampler, MD
Greenhill Family Clinic

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“The doctor who is not using AdvancedMD right now, is wasting his time.”

Armando Diez
Owner – Florida Pro Health

“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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