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New Products & Features

Collection activity by patient visit

Reports (PM)
As part of our recent visit-based worklists enhancement to the Collections module, we have added a Visit Level Action section to the Collector User Productivity report. With this change, you can now see worklist collection activity for charges at both the patient visit level and responsible party account level in one report.


Eligibility system default (PM)

We have updated the Include Unconfirmed Eligibility in Pt. Memo system default to allow you to indicate if you do not want unconfirmed patient eEligibility™ information to be recorded in the patient memo.
When set to Yes, and patient eligibility is returned from the carrier as unconfirmed, a patient memo is automatically created recording the eligibility information. The default is Yes.
Select No to prevent unconfirmed patient eligibility information from being recorded in the patient memo.


Update patient forms for existing appointments

AdvancedPatient (PM)
We have enhanced the Patient Forms to Add with Appointment feature with the ability to automatically add or remove patient forms from existing appointments with a future date based on appointment type. When you assign or remove a form from an appointment type in the Appointment Type Setup master file, you can use the new Apply to Existing Appointments of This Type option to also apply your change to existing future appointments.



New standard UB-04 red form available

Paper Claims Processing (PM)
We have added a new paper claim form, Standard UB-04 Red, to the list of Primary Form options in the Carriers EDI/Other screen, and the Paper Claim Templates grid in the Demand Claim screen.


Mobile app settings

iPad Update (Mobile)
Hide Block/Hold Events on Schedule
We have added a new setting, Hide Schedule Block/Hold Time, that allows you to hide Block/Hold events on the iPad® mobile app Schedule. If an appointment is scheduled over a hold event, the appointment will display regardless of the setting.


Document scanning module (PM/EHR)

Document Scanning Module (PM/EHR)
The Document Scanning Module allows you to easily scan and import documents and files, such as photos, insurance cards, consent forms and other images, and upload them to the PM or EHR. Files can be associated with patients, categorized and assigned to a specific visit, provider, facility, referring provider, as well as a date of service. These files are accessible from the Chart Files tab in Patient Demographics and General Files screen in the PM, and in the designated folders in the patient’s chart in the EHR.


eRemittance rules master file (PM)

eRemittance Rules Master File (PM)
We are excited to announce a new ERA Rules master file where you can customize certain eRemittance system rules. By customizing system rules that manage eRemittance processing, you can force claims denials to bypass the system rules and be automatically marked ‘OK’ to Process.


Systems Defaults (PM)

Systems Defaults (PM)
We have added a new system default, Audit History will be archived at, to the Reports section. The system default indicates how many years of audit history will be kept before the audit data is archived.


EPCS new schedule check (EHR/PMeRx)

EPCS New Schedule Check (EHR/PMeRx)
We have added an additional check for Electronic Prescribing for Controlled Substances (EPCS). If you have the EPCS feature, you are required to send prescriptions for controlled substances using the most restrictive drug schedule. The DEA and a state can assign different drug schedules for the same controlled substance.


Scanning documents (EHR)

Scanning Documents (EHR)
We have updated the scanning functionality in EHR to allow you to scan documents when using the EHR in Chrome or Firefox.


New payment reason fields

AdvancedInsight (PM)
You can now select Payment Reason and Denial Codes and associated data to add to your AdvancedInsight™ custom reports.


“The nice thing about AdvancedMD is claims are cleared before they are forwarded to various insurance companies. We know very, very quickly if we have some defective portion on our claim.”

Dwight Romriell, DMD

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“The best thing I ever did in private practice was getting AdvancedMD—it has liberated me.”

Estaban Lavato, MD
La Loma Medical Center

“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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“With the new scheduler and EHR, we get a lot of the information up front, so when the patient comes in, unless they have something changed insurance-wise they’re already verified and ready to be taken back right away, it also makes it much easier for billing.”

Nancy Sutter
Office manager