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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)

“If you want to be focused on your practice and not worry about infrastructure, this is it. It’s transparent, just like when I plug something into the wall I’m not worried about what the voltage is and what’s the availability; it’s just there—like AdvancedMD. It does it so well sometimes you don’t appreciate it until you really think about it.”

Judy Feingold
Occupational Therapist

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

Armando Diez
Owner – Florida Pro Health

“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

Read the story  ›

“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  ›