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ePrescribing and Global Settings

PM ePrescribing (PM) View Countdown Timer for Removal of PM ePrescribing We have extended the time that PM ePrescribing will be available, and it will now be deactivated on January 28, 2021. After the deactivation you will no longer be able to use the PM ePrescribing module to create, send, or renew prescriptions. The countdown … Continued

Template Library (EHR)

Template Library (EHR) E/M Subnote Templates The E/M subnotes are designed to be dropped into an existing patient note to help you learn about the new 2021 E/M level of service guidelines for Office and Other Outpatient Encounter Codes. (99201-99215) Each of the E/M subnote templates has a word merge document attached that provides additional … Continued

AdvancedInsight, AdvancedPatient, Carriers, Claims Center, PaymentEntry

AdvancedInsight (PM) Additional AdvancedInsight Data Points We have enhanced AdvancedInsight with additional data points to provide more flexibility when creating financial trending reports and dashboards. These data points offer additional components in the Charge Code, Facility, and Metrics – Secondary folders. The following data points are now available: Charge Code folder RVU Facility folder Facility … Continued

Mobile App Patient Kiosk Updates

Mobile App (Mobile) Patient Kiosk – Resolve Credit Card Payments Use the Unresolved Payments screen to manage unresolved credit card payments entered by the patient in the kiosk through OpenEdge®. Payments might be unresolved because the transaction was abandoned by the patient or could not be verified through OpenEdge when first submitted. Verify or Ignore … Continued

AdvancedCQM (PM/EHR)

AdvancedCQM (PM/EHR) eCQM 2021 Report Bundle The eCQM 2021 report bundle is now available in the AdvancedCQM module. Use the eCQM 2021 bundle to assess quality measure performance, review measure logic, and view reports for 2021 eCQMs. Help Files (PM/EHR) eCQM 2021 Help Files Updated help files are now available for all 2021 eCQM measures. … Continued

Mobile App Group Appointments and Session Notes

Mobile App (Mobile) Create Group Appointments and Session Notes You can now schedule group appointments in the mobile app Scheduler, and add group session notes. Group appointments and group session notes created in the mobile app also display in PM and EHR. In group appointments you can: Schedule individual or recurring group appointments. Add and … Continued

Fall 2020 Release

AdvancedInsight (PM) Additional AdvancedInsight Data Points We have enhanced AdvancedInsight with additional data points to provide more flexibility when creating financial trending reports and dashboards. These data points offer additional components in the patient, provider, and facility folders, as well as dynamic dates for appointments. The following data points are now available: Patient folder Patient … Continued

Demographics (PM)

Demographics (PM) Redesigned Demographics Screen We are happy to announce a comprehensive redesign of patient Demographics. You can now search, retrieve, and work with patient data within a customizable framework of demographic links, corresponding summary cards, and a central work screen. The streamlined screen layout provides easy access to all demographics topics. To use the … Continued

CBO Master File – Patient Quick Add – PM ePrescribing

CBO Master File Copy Tool (PM) We are excited to announce the addition of the CBO Master File Copy Tool. Use this feature to save time setting up new office keys by quickly copying master files from one suboffice key to another sub-office key. The new tool is comprised of two tabs: Copy – Initiate … Continued

Mobile App Updates

Mobile App (Mobile) Add Holds, Delete Blocks/Holds You can now add a Hold, and delete Blocks and Holds on the mobile app Scheduler. Add a Hold Select the date to be reserved. Tap and hold a time on the schedule, and then tap New Hold. The New Hold screen displays. Enter any necessary information and … Continued


Claims (PM) Custom Claim Fields Master File – Carrier Contract Fields We have enhanced the Custom Claim Fields master file with a suite of carrier-level contract fields. This change allows you to now send carrier-specific contract information in the CN1 segment when needed. When populated with data, these new fields do not override the associated … Continued

Mobile App Charge Slips

Mobile App (Mobile) Mark Charge Slips Hold, High Priority You can now Hold charge slips and mark charge slips as High Priority on the Charge Slip screen.  

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Jed Shay, MD
The Pain Care Center

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Keith Berkowitz, MD
Center for Balanced Health

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Estaban Lavato, MD
La Loma Medical Center

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Raju Raval, MD

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