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New Products & Features

Prescriptions (PM/EHR)

We are excited to announce a new Pharmacy Savings Plan that displays and prints medication guides, coupons, and other patient benefits for qualifying medications.

Template controls (EHR)

We are excited to announce that over the next few weeks we will be rolling out a new calculation value field, in option group and drop-down controls, where you can assign a value used in calculations on a patient note. This is useful for patient questionnaires when you want to calculate a value or percentage, … Continued


Claims Center (PM)
We have renamed the Void button in Claim Inspector to Void Visit to clarify that when you click the button the entire visit is voided with all of the charges, and you cannot post any new charges to the visit.

Report center updates

Report Center (PM)
We have updated the look and feel of the Report Center with a dynamic dashboard and new features designed to enhance workflow. The new report center gives you the ability to quickly search, save, and generate your most important reports all from one screen.

Mobile app updates (Mobile)

We have updated the mobile app so now the length of time the app will idle before returning to the PIN screen is the same as the idle time set for your EHR and PM in the Idle Time Before Automatic Logout system default (in PM).

Splitting large claim runs

Claims (PM)
Claim Submission Wizard
To increase efficiency, we have changed the threshold for splitting large claim runs in Claims Submission Wizard from 900 claims to 200 claims.

System defaults

Claims (PM)
We have added a new system default, Split Claim Runs At (Read-only), so you can customize your practice’s threshold for splitting large claim runs. The default setting is 200.

New system-defined hold reason

Collections (PM)
We have automated your Collections workflow. Now, when the Hold Patient Billing for Promised Payment system default is set to Yes, and a Follow Up date is entered in Collections, a new system-defined hold reason, XP Promised Payment, is automatically populated in the Hold Reason field in the Responsible Party tab. Additionally, the Until date in the Responsible Party tab is updated to match the Follow Up date, unless the Until date is later than the Follow Up date entered in Collections.

New EHR system default

System Defaults (PM)
We have added the Default electronic signature printed prescription EHR system default. This default can disable electronic signatures on printed prescriptions. When a provider is set up to sign prescriptions electronically, prescriptions will print with the electronically signed indicator.

Appointment Reminders

AdvancedPatient (PM)
We have made several updates to the AdvancedPatient™ Appointment Reminders feature to improve usability, including:
• Moving the Turn on Text and Email Reminders check box and Schedule controls into the Settings icon
• Adding a Caution icon to indicate that required text is missing on an unselected tab
• Changing the Max Character limit for the Text Message field to 300 characters and adding a Remaining Character count

Medicare requirements for eligibility

Eligibility (PM)
We have updated the Responsible Party, Insurance and Subscriber screens so now date of birth and subscriber ID are required in cases where the patient has a Medicare carrier but is not the subscriber. This update reduces eligibility rejections because date of birth and subscriber ID are required by Medicare in the 5010 EDI format in order to check patient insurance eligibility.

AdvancedTelemedicine (PM/Mobile)

Welcome to the 21st century’s version of a house call. AdvancedTelemedicineTM provides a secure way for providers to communicate with patients remotely so they can provide better care and flexibility. The telemedicine appointment can take place with the following devices: • PC • MAC® • SurfaceTM PRO 2 running Win 8.1 or Win 10 • … Continued

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

Estaban Lavato, MD
La Loma Medical Center

“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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