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Master Files (PM)

Email and Text Templates
You can now create custom templates for the Appointment Reminders feature using the new Email and Text Templates master file. Templates can also be customized by adding merge fields. Once a template has been created, you can attach it to appointment types in the Appointment Types master file.
Important Note: Merge fields could disclose Protected Health Information (PHI). Review HIPAA requirements when communicating with patients.


  • This feature is part of AdvancedPatient® Suite. To order the AdvancedPatient Suite contact Client Support Services.
  • This master file replaces the Appointment Reminders master file if you have purchased the AdvancedPatient Suite.

Go to Master Files | Templates | Email and Text Templates.

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

  • AdvancedPatient® – Forms and Reminders (6:13)

“[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  ›

“Other companies made their offers, but they required so much more money up front, I’ve seen a lot of different systems in my 18 years in billing. If you are looking for an easy-to-learn, cost-effective solution, AdvancedMD is your answer.”

Gloria Johnson
Billing 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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“Our workflow has diminished as far as the redundancies, having to do the back-and-click here or check on this and check on that—it’s all right there!”

Johnette Lamborne
Office manager