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2023 Summer Release Executive Overview


2023 Summer Release Overview Video | AdvancedMD

Strengthening our Foundation for your Productivity.

Watch this 9 minute and 26 second video to check out all the key features in the AdvancedMD 2023 Summer Release. The entire AdvancedMD software suite continues to get better and more refined with many performance enhancements and capabilities. Learn about what’s new in our unified practice management, EHR, CQR, and mobile features including the following updates:

Practice Management

  • Provider List View: Check-in Enhancements
  • Claim Status 277 Download
  • Unsolicited Claim Attachments
  • Solicited Claim Attachments by Fax & Mail
  • Reorganization of the Race and Ethnicity Codes
  • New Support Manager Role for Case Management
  • Preferred Language Codes Set


  • Patient Chart Layout Update
  • Medication Card Filters
  • Set Destination Pharmacy for Multiple Medications
  • Auto-Calculate of Days and Units
  • Send Medications for Multiple Patients from Dashboard
  • Prescription Printing for Multiple Patients
  • Visibility of Denied Renewal Requests
  • Printed Current Medication List
  • Medication Card Style Updates
  • Medication Card Opens from Multiple Locations


  • Sub-Group Reporting


  • Patient Forms in the Clinical App
  • Patient Preferred Name in the Kiosk App

Topic: EMR/EHR | Content Type: Video

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“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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