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AdvancedEHR & AdvancedPM

Charge Slips (EHR)

Charge Slips Not Tied to a Visit
You can now link a charge slip to a patient note that is not tied to a visit if you are not using AdvancedScheduling®. The following options are now available in the Add Linked drop-down if the patient note is not tied to a visit:

  • Charge Slip – New – opens a blank charge slip.
  • Charge Slip – Pre-filled – opens a charge slip containing the assigned CPT and ICD codes from the patient note.

Previously, the charge slip options were only available if the patient note was tied to a visit.
Open the patient’s chart and click the New Patient Note icon in Chart Tools.

Dashboard (EHR)

Scheduler and Worklist Table Filter Button Updates
We have changed the buttons in the Scheduler and Worklist Table filters to make them more clear and consistent.

Scheduler and Worklist Table

  • Click Apply to save the current filter settings.
  • Click outside the filter window to exit without saving changes.
  • Click Reset to return all filter settings back to the default.

Previously, you clicked outside the window to apply the current filter settings, and X to cancel changes.

Eligibility (PM)

Enhanced Eligibility Checks Using Service Type Code
To assist your office in determining patient insurance coverage and benefits, we have enhanced our eligibility feature to allow the use of a specific default Service Type Code (STC) when requesting coverage and benefits information from the carrier.
This enhancement provides the following benefits:

  • Specialty specific coverage and benefits information.
  • Richer carrier-level data returned based on carriers EDI policies.
  • An integrated patient eligibility solution within the PM.

Set up a default STC that the system uses to check eligibility in the following places:

  • Carriers – Eligibility Screen
  • System Defaults

The system checks patient eligibility based on the STC associated with the carrier if one has been entered. If a carrier-level STC code is not entered, the system uses the STC set in the system default.

Set up a Carrier STC
Go to Master Files | Carriers | Eligibility.
Enter a default STC at the carrier-level using the new Service Type field in the Carriers Eligibility screen.
For example, if your office specializes in Optometry services, you can set your default STC as AL – the industry standard service type code for Optometry, and specific benefits information such as vision (Optometry), frames, routine exam, lenses, etc. is returned in the Eligibility Details screen.

Set up a System Default STC
Go to Utilities | SystemDefaults | Demographics | Insurance.
Enter a default STC at the system level by using the new Default Eligibility Service Type Code system default.
The default is 30.

View the STC in the Application
The default STC displays on the Insurance screen in the new Elig STC field.
As part of the STC enhancement, we have also added a new Service Type Code column in the Eligibility Details screen that displays the STC used to last check patient eligibility.
You can check eligibility on-demand for any STC on the Eligibility Details screen and the Insurance screen by entering an STC in the new Elig STC look up field and clicking Check eligibility.


  • The Elig STC field on the Insurance screen reverts back to your default STC after a new STC eligibility check.
  • The Elig STC field on the Eligibility Details screen does not revert to the default, instead it displays the last checked STC.

Important Notes:

  • Contact your carriers for information regarding what specific coverage information is returned for any STC.For example, when you use a high level STC such as 30, some carriers return service type information for a large group of service types that make up their 30 STC, such as:
    • 1 – Medical Care
    • 33 – Chiropractic
    • 35 – Dental Care
    • 47 – Hospital
    • 51 -Hospital – Emergency Accident
    • 52 – Hospital – Emergency Medical
    • 86 – Emergency Medical
    • 88 – Pharmacy
    • 98 – Office Visit
    • AL – Vision / Optometry
    • MH – Mental Health
    • UC – Urgent Care
    • 98 – Professional (Physician) Visit – Office
  • In addition, you can obtain specific carrier EDI service type code requirements by doing an Internet search for the ANSI 270/271 Eligibility Benefit Inquiry and Response Companion Guide for a specific carrier.
  • For a list of Service Type Codes information that contains codes and descriptions, use
    the following web link:


Patient Search (PM/EHR)

We have enhanced the search parameters in the Patient/Chart Find screen in EHR and the Patient Select screen in PM. These enhancements include:

  • Exclude Inactive/Deceased (Excl Status) check box – narrows search results
  • [Additional] MRN – additional option to search for patients

Exclude Inactive/Deceased Check Box
You can exclude inactive and deceased statuses, and statuses located in the Inactive Status master file from a patient search by selecting the new Excl Status check box on the Select Patient screen.
The default for this check box is cleared.
In the PM, click the Patient icon | Click the Patient Name ellipsis.
In EHR, go to the Patient/Chart Find screen.

Search By MRN
You can narrow your patient search by using a patient’s medical record number (MRN). The MRN is entered on the Patient Information screen, and is assigned to a patient by an outside practice, facility, or provider.
In the PM, select the MRN radio button or type an exclamation point (!) before the search criteria to search by the MRN.
In EHR, enter the MRN into the Additional MRN field.
In the PM, click the Patient icon | Click the Patient Name ellipsis.
In EHR, go to the Patient/Chart Find screen.

Video Training Library (PM/Mobile)

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

  • Quick Charge Entry (6:52)
  • AdvancedMobileDoc™ – Provider Visit Workflow (8:02)

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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

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Estaban Lavato, MD
La Loma Medical Center

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Raju Raval, MD

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