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New Products & Features

Mobile App Updates (Mobile)

We have made the following improvements in the mobile app:

  • l Updated workflow in lab orders and results
    • l Collapsed billing and insurance information
    • l Consolidated steps when adding and removing tests in Order Sets
    • l Updated the ICD code search to allow you to apply codes to all tests
    • l Added lab orders and results to the iPhone® mobile app
  • Improved workflow efficiency in the Review Bin
    • Added Quick Review mode
    • l Added Multi-sign mode
    • l Added documents and images, and lab orders to Review Bin
  • Made two updates to the mobile app Schedule
    • l Updated appointment card information
    • l Updated Schedule view selector
  • Added a Patient Viewable check box in patient notes

Advanced Patient (PM)

Appointment Reminders
You can now use the Insert Merge Field drop-down to add merge fields in AdvancedPatient™ Appointment Reminder email subject lines. This allows you to insert patient-specific information, such as the patient’s provider or appointment facility, in the subject line of email appointment reminders. We have also added Provider Name to the list of available merge fields. Provider information is populated based on the provider associated with the appointment.

Audit Tracking (EHR)

Patient Portal Audit Tracking Enhancements
We have enhanced patient portal audit logs by adding reporting for the following fields:

  • l Patient Name
  • l Patient Portal Account Email
  • l Account Name

Go to Admin | Auditing | Audit Trail

Charge Detail (PM)

You can now update the financial class across all charges on the same visit. After you save your change, the system will prompt you to update the entire visit or the individual charge. Previously you could not update the financial class across all visits or update the charge.

Master Files (PM)

Claim Inspector Rules
We have added the following new filters to the Custom Rules in the Claim Inspector Rules master file:

  • l Facility
  • l Financial class
  • l Group
  • l Provider profile
  • l Charge code

Patient Portal (PM)

We have updated the Patient Portal setup screen to display more information regarding the status of patient portal accounts.
We have added:

  • l Portal account statuses that indicate:
    • l If a patient does not have a portal account
    • If an invitation has been sent but the patient has not yet enrolled
    • When a patient last logged into their account
  • A message indicating when a password reset message has been sent.

We have also enhanced patient portal password security to meet the latest industry standards.

Go to Patient Information | Patient Portal icon.

System Defaults (PM)

We have added a new system default, Require Patient Preferred Phone Number, that gives you ability to require a patient phone number when saving an appointment. The default is No.

Claims Center (PM)

EDI Reports Tab
We have added the ability to restore archived reports back to the Active EDI Reports list by using the new Move to Active button in the Archived Reports screen.

Carriers Master File (PM)

Carrier Import
We have added Claim Payer ID (CPID) as a search criteria in the Carrier Import screen.


Collections Worklist
We have added an Office Key field to the Collections by Visit screen in the CBO master key. Now CBO clients can see at a glance which office key each patient is linked to.

Reports (PM)

Day Close – Final
We have enhanced the Day Close – Final report to allow you to close all open batches from
the report prior to closing the day. When you run the report, if there are open batches, you
can click the Close Batches and Continue on the Day Close – Open Batches screen to
close all open batches.

Confirm Appointments (PM)

We have added the patient’s Date of Birth and Gender to the hover tool tip in the Confirm Appointments screen. This vital information is now readily available to confirm patient authenticity and differentiate between patients that have the same name, or other similar demographic information.

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

Estaban Lavato, MD
La Loma Medical Center

“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

“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

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“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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