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New Products & Features


Updates made to:

  • Dashboard (EHR)
  • Scheduler (EHR)
  • New Scheduler Appointment Overview (PM)
  • Video Training Library (EHR)


Updates made to:

  • Billing (PM)
  • Master Files (PM)

Mobile App Updates (Mobile)

We are excited to announce the following updates to our mobile and iPhone® mobile app: Synced icons and colors with the new AdvancedEHR® Added Immunizations to the iPhone mobile app Added Tools to the iPhone mobile app, which includes eSend Status and Rx Renewals Added ability to mark Allergies, Problems, and Medications as Reviewed Added … Continued


Updates made to:

  • Billing (PM)
  • Master Files (PM)
  • System Defaults (PM)

New Appointment Scheduler Overview (PM)

Appointment Scheduler Updates We have made the following enhancements to the new Appointment Scheduler: Unlimited Columns Additional Color Options Pinnable Calendar Dynamic Columns Filter Enhancements for the Left Pane Move/Copy Feature Enhancement Unlimited Columns You can now add an unlimited number of columns to a page on the Appointment Scheduler. Go to Master Files | … Continued

Lookup Lists (EHR)

In Lookup Lists, we have renamed the Action Items option in Lookup Types to Message Action Items. This update has been made to clarify the actions related to messages. Use the message action items to attach specific requests or instructions to a message (e.g, call patient, review chart, sign off, etc.) Go to Admin | … Continued

Mobile App Update (Mobile)

Capture Insurance Card
You can now add an insurance card image to the patient’s record using the mobile app. Saved images will be added and marked as an insurance card in PM.

Dashboard (EHR)

We are excited to announce we are in the process of updating AdvancedEHR® with a focus on enhanced workflow. For the first phase of this update we have added a Dashboard that includes a Scheduler quick-view, as well as a new Dashboard Worklist (comparable to the Review Bin) where you can view and interact with … Continued

Mobile App Overview (Mobile)

We have added the following new features to the mobile app and iPhone® mobile app: Schedule patients from the Wait List View Patient Plans Select additional Lab Order tests We have also updated the following areas in the mobile app and iPhone mobile app: Patient Search Patient Pharmacies Calculation Controls Acronyms Wait List You can … Continued

Reports (PM)

Patient Portal Details Report
We have added a new report, Patient Portal Details, to help you manage your Patient Portal accounts. You can use this report to:

  • Generate a list of active Patient Portal accounts
  • Determine which accounts need an invitation to the Patient Portal
  • Identify disabled accounts
  • List accounts that are locked out

Note: This report is only available if the Patient Portal feature is enabled.
Go to Reports | Patient Listings | Patient Portal Status.

Column Appointments Report
We have added the patient’s Preferred Phone to the landscape view of the Column Appointments report.


Updates made to:

  • NEST (PM)
  • Patient Information (PM)

“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

Read the story  ›

“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

“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