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AdvancedMD Supplemental Training Services

For those who need a little help. We’ll help you succeed.

Drive up productivity with little bursts of training, exactly when you need it.

Take advantage of our personalized, one-on-one training and help your staff become proficient and effective in running AdvancedMD technologies.

We offer a team of training professionals that you can leverage in personal and cost-effective training blocks. We work alongside you and your staff to help you become more effective & capable in any area of your practice workflow. From front office, patient experience, clinical, financial to reporting, we can help anyone in your practice become the office hero.

All pricing $150/hr.




Charge Entry
Learn to set up & use episodes, multiple concurrent referrals, DME charges, CMN forms, complicated insurance & responsible party scenarios to efficiently enter charges.


Learn to proficiently use each tab of the claims center, including a review of the end-of-day process. You will receive help with correcting unbilled & exclusion errors, as well as learn to use EDI reports.


Payment Posting
Learn to use ERA, Quick Pay & Transaction Entry Payment screens to post insurance payments. Your trainer will share different ways to process patient payments in AdvancedMD.


Learn to utilize the A/R Control Center & denial tracking to improve your collections process & results—by accurately working on outstanding balances.


Learn to send statements, create & send soft collection letters & use patient payment plans to stay on top of outstanding patient balances.


Learn best-practices of our report center. You will review the most popular reports & how they can most benefit your practice.


Learn to modify or create AdvancedPatient consent forms & templates. These templates are used to gather patient data that can be brought into visit notes within AdvancedEHR. Learn to utilize the portal or apps to increase the efficiency & accuracy of patient documentation. (4 hour minimum for those unfamiliar with the EHR Template Builder.)


Institutional Billing/UB04
Learn the features to set up & bill UB04 claims on the CMS 1450 (UB04) form.


Note Templates
TOPIC 1: Learn to delete, modify, reorder & create fields within the templates imported from the library to better match your office workflow. (2 hours)

TOPIC 2: Learn to create note & subnote templates from scratch in AdvancedEHR based on previously-used content. (2 hours)


Word Merge
Learn to create & modify Word Merge documents to provide a printed record of a patient visit. (4 hours for those without strong experience in Word.)


Learn to create, maintain & electronically send prescriptions. We help with electronic prescribing of controlled substances (if applicable) & managing renewal requests.


Lab Orders & Results
Learn how to efficiently create & track your orders, identify missing results & enter results as trackable or reportable data.


Learn to set up & use HealthWatcher to better manage patient care & increase efficiencies by automatically creating appointments, medications orders & lab orders.


Learn to accurately enter & track immunizations & ways to generate growth charts based on vital signs entered in visit notes.


Learn to utilize patient reporting to identify patient groups with specific characteristics & to attach documents to reports (such as letters to send) to help your practice send clinical documents to a group of patients.


Learn to set up & use AdvancedTelemedicine for virtual visits. You’ll work with a test patient to learn best-practices for telemedicine appointments to ensure effective & proficient use of the technology.


Additional Services
Contact us for any additional training needs. We’ll give you a free quote.


Request a personalized demo

Schedule a hassle-free demo of AdvancedMD supplemental training services & receive a $10 Amazon gift card.

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“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 you want to be focused on your practice and not worry about infrastructure, this is it. It’s transparent, just like when I plug something into the wall I’m not worried about what the voltage is and what’s the availability; it’s just there—like AdvancedMD. It does it so well sometimes you don’t appreciate it until you really think about it.”

Judy Feingold
Occupational Therapist

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

Estaban Lavato, MD
La Loma Medical Center