Get Live Chat Request a Callback Get live demo

AdvancedPM & AdvancedEHR

AdvancedInsight (PM)

The AdvancedInsight® module has an improved user interface with more layout, custom formatting, export, print, save, and sharing options. It is now easier to add, organize, and filter your PM financial data, present it the way you want, create charts right in the report, and make the report available to others. There are more printing and export options as well. With this update AdvancedInsight:

  • Is browser agnostic
  • Has new report types (crosstab reports)
  • Has report templates/themes (or colors)
  • Has drag and drop data fields
  • Can use your custom equations
  • Can preview your reports in Build Mode
  • Can add graphs and pictures to reports
  • Can create HTML, PDF, Excel®, Excel data, and CSV outputs
  • Can print and export all outputs
  • Can save personal use reports in My content
  • Can save shareable reports for all AdvancedInsight users in the key in Team content

Go to Reports | Advanced Insight | AdvancedInsight.

AdvancedPatient (PM)

Voice Reminders (New Feature)
We are pleased to announce the new voice reminders feature. Voice reminders gives you more flexibility and additional options for customizing appointment reminders with features such as, the ability to detect a human voice or voice mail, using your office’s phone number for outgoing voice messages, and requesting callbacks.

This feature is part of AdvancedPatient Pro. To upgrade AdvancedPatient to AdvancedPatient Pro, call Client Support Services.

Important Note: Voice Reminders are limited to 600 call per month, per provider. Additional calls will accrue extra costs.

Go to Master Files | Templates | Automated Messaging & Reminders.

As part of this enhancement we have made changes in the following areas:

  • Automated Messaging and Reminders Templates
    • New Voice Tab
    • Ability to Test Voice Reminders
  • Template Global Settings
    • Turn on Voice Appointment Reminders Check Box
    • Outgoing Phone (Voice) Field
  • Template Settings
    • Voice Settings Section

Configure Your System for Voice Reminders
Configure the following settings prior to creating a voice reminder template:
Go to Master Files | Templates | Automated Messaging & Reminders | Template Global Settings.

    • Select the Turn on Voice Appointment Reminders check box.
    • Follow instructions on the screen to verify your phone number in the Outgoing Phone (Voice) field.

Go to Master Files | Templates | Automated Messaging & Reminders | Template Settings.

    • Select necessary End of Message Actions in the Voice Settings section.

Click Patient icon | select a patient | click the Patient Messaging Preferences icon.

  • Select the Voice check box for Appointment Reminders in Patient Messaging Preferences.
Billing (PM)

Period Close Scheduling
You can now schedule your financial periods to automatically close on specific dates and times by using the new Period Close Scheduling functionality on the Period Close screen. Additionally, the new screen has an updated, easy-to-use design that combines the current manual period close functionality and historical period close data.

Schedule a Period Close
Go to Billing | Period Close.

  1. Click Schedule.
  2. Enter a name for the Schedule Rule.
  3. Enter your schedule run parameters:
    • Start Date – The start date for the Schedule Rule.
    • Run Time – The time of day the period close will process.
    • Recurrence – The day of the month the period close will process.
    • End Date – The end date for the Schedule Rule
    • Force Close Open Batches – Select Yes to force close open batches when periods included in the Schedule Rule are closed. The default setting is No.
  4. Click Save. The period close schedule displays in the Period Close screen grid. The Period Close screen grid displays the next twelve scheduled periods.


  • To update a Schedule Rule, click the Schedule button.
  • To delete a Schedule Rule, click the Schedule button, select the rule, and click the delete icon.
  • To make exceptions to one individual Schedule Rule, click the Scheduled icon on the grid.
Mobile App Patient Kiosk (Mobile)

If you have Touch ID (fingerprint recognition) enabled on your iPad®, you can now use your fingerprint to log in to the Patient Kiosk app.
Touch ID is only available on iPad Air 2 and newer.

Role Setup (PM)

Restrict Users From Viewing All Messages
With the new View All Messages role privilege, you can now choose, based on role, whether users can see all users messages or just their own messages. The View All Messages privilege is selected for all roles by default.


  • This role privilege works in conjunction with the Allow users to view/action other’s messages system default when it is set to Yes.
  • The View All Messages role privilege does not override the functionality of Auto Forward or Distribution Lists.

Restrict Role From Viewing All Messages
Go to Utilities | Role Setup | Dashboard.

  1. Select a Role.
  2. Clear the View All Messages check box to restrict users with that role from viewing all users messages in the Message center.
System Default (PM)

We have removed three Claims system defaults because they are no longer necessary. You can use the ERA Rules master file to set up custom rules that replace these system defaults.

System Default ERA Custom Rule
Relaxed eRemittance Validation Use custom ERA rules 3, 6, 7, and 8
Mark ERA OK Even if Pmt Has Denial Reason Use custom ERA rule 1
Mark ERA OK if Charge = Write-off Use custom ERA rule 2
Template Library (EHR)

We are happy to announce the release of the following new subnotes and patient forms to the Mental Health specialty folder in the EHR Template Library.
Go to EHR | Admin | Templates | Library | Mental Health.


  • Early Development and Background
  • Personality Inventory, Adult
  • Personality Inventory, Child
  • Personality Inventory, Child Brief
  • Personality Inventory, Informant
  • Personality Inventory.1, Adult Brief
  • Personality Inventory.2, Adult Brief
  • WHO Disability Schedule, Proxy Admin
  • WHO Disability Schedule, Self Admin

Patient Forms

  • Early Development and Background
  • Personality Inventory, Adult
  • Personality Inventory, Adult Brief
  • Personality Inventory, Child
  • Personality Inventory, Child Brief
  • Personality Inventory, Informant
  • WHO Disability Schedule, Proxy Admin
  • WHO Disability Schedule, Self Admin
Video Training Library (PM/EHR)

The following videos have been added to the Video Training Library:

  • AdvancedInsight® (6:37)
    The AdvancedInsight® module is a robust reporting feature that allows you to analyze different aspects of your practice’s financial health. On the Dashboard, you can review at a glance items such as your payer mix, A/R trends, CPT reporting, productivity trending, reimbursement analysis, and more. You can customize reports for your office’s unique needs by either adding or removing fields from existing reports, or
    building new reports. In this session, we will review the Dashboard, search for and update an existing report, and create a simple custom report.
  • AdvancedPatient® – Appointment Reminders (6:56)
    Welcome to the AdvancedPatient Appointment Reminders video training. AdvancedPatient reduces no-shows and staff workload with automated text, email, and voice reminder messages that conveniently allows your patients to reply confirm or cancel. In this video we cover configuring Appointment Reminder Global Settings, creating appointment reminder templates, and assigning appointment reminder templates to appointment types.

The following video has been updated to include the new EHR patient chart:

  • Provider Workflow (5:03)

“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  ›
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

Read the story  ›