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New Products & Features

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.


New Tax ID Fields

AdvancedInsight (PM)
We have also added Tax ID fields that can be included in your reports. These new fields contain the Federal ID from the master file and are in the Provider field set:
• Billing Provider Tax ID
• Group Tax ID
• Provider Profile Tax ID


Dashboard current aging buckets

AdvancedInsight (PM)
We have renamed the A/R Buckets section of the dashboard Current Aging Buckets to reflect that the values displayed in this chart are only calculated from today, using today’s current balance (Insurance Balance + Patient Balance) back to the aging date.


Assign due date to HealthWatcherTM templates

HealthWatcher Templates (EHR)
As part of a future enhancement, we have added a Due Date Based On field to the HealthWatcher Templates screen. This field allows you to assign a default due date for HealthWatcher plans at the template level. The due date will be used when creating HealthWatcher plans when the remainder of the feature is released.


Prompt to save diagnosis to problem list on sign

User Preferences (EHR)
A new user preference, Prompt to Save Diagnosis to Problem List on Sign, has been added to the EHR. This setting allows users to automatically add ICD codes from a saved and signed online charge slip to the patient’s Problem List.


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

Estaban Lavato, MD
La Loma Medical Center

“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

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“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

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“With AdvancedMD we got everything in one package, and the ability to ensure that we get maximum allowable Medicaid reimbursement.”

Charlotte Kientzy
Practice billing manager