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New Products & Features

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.  

eRemittance, Online Scheduling, Payment Entry, Payment Reconciliation, Reports, System Defaults and Telemedicine

eRemittance (PM) eRemittance Review – View Payment Reconciliation Status You can now view the payment reconciliation Status of a line item in the eRemittance Review screen. The new Status column indicates whether an item is On Hold, Ignored, or Reconciled in the Payment Reconciliation module. Online Scheduling (PM) Online Scheduling Master File – Accept Assignment … Continued

Template Library (EHR)

Template Library (EHR) We have added new note, patient form, and subnote templates to the Internal Medicine specialty folder in the Template Library. Note Templates for Internal Medicine Visit – Cardiac – New This template has fields for assessing a patient’s cardiac symptoms during their initial visit. It includes fields for medical history, surgical history, … Continued

Mobile Updates

Mobile App Updates We are exited to announce the following new features for the mobile and iPhone apps: Mobile App and Kiosk Two-Factor Authentication Mobile App Dashboard Mobile App and Kiosk Two-Factor Authentication Two-factor Authentication (2FA) adds a second security code to your log in verification to give you enhanced security, just as you can … Continued

Summer 2020 Release

Summer 2020 Release AdvancedCQM (PM/EHR) CQM Reports Automatically Archived In order to improve system performance, AdvancedCQM reports two years and older are now automatically archived. You can still access them by selecting the relevant Bundle from the Filter. This feature will be released in stages over the next month. Billing (PM) Carriers Master File – … Continued

Winter 2020 Release

AdvancedPatientPro(PM) Online Scheduling – Customize Online Scheduling Templates We are happy to announce the addition of Online Scheduling Templates to our Online Scheduling feature. Use Online Scheduling Templates to customize your automatic responses for online scheduling, including appointment confirmations, appointments deletions, and declining appointment requests. Online scheduling messages are sent after one of the following … Continued


ePrescribing (PM/EHR/Mobile) Check Prescription Drug Monitoring Program (PDMP) Information You can now check state Prescription Drug Monitoring Program (PDMP) information in ePrescribing. Click Click Here to Review PDMP Data to expand the pane where you can view patient controlled substance history on the EPCS GoldSM Controlled Substance Prescription Signing screen. Contact Client Support Services to … 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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Estaban Lavato, MD - La Loma Medical Center

“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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