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Behavioral health disorders, conditions & templates we support

Our specific-disorder templates align with the APA (American Psychiatric Association) severity disorder measures. These EHR notes, sub notes and intake forms give the psychologist and psychiatrist the ability to assess, diagnose, develop treatment plans, monitor the severity of the disorder and document progress notes for a wide variety of disorders. For each of these disorders you have the ability to evaluate a client using DSM-5 criteria for either an adult or child (11-17) population.

  • Depression (major depressive disorder)
  • Separation anxiety disorder
  • Risk assessment (self-harm, suicidal & homicidal ideation)
  • Anxiety disorders (generalized & social anxiety)
  • Substance abuse (outpatient drug & alcohol)
  • Attention deficit hyperactivity disorder (ADHD)
  • Autism spectrum disorder
  • Specific phobia
  • Panic disorder
  • Agoraphobia
  • Post-traumatic stress disorder (PTSD)
  • Acute stress symptoms
  • Dissociative symptoms
  • Ideal for any multi-specialty practice with mental health providers

Flexible, customizable & affordable EHR for therapy.

Charting content is easily configurable, which also makes it easy to accommodate a wide variety of therapists, counselors and providers. You can even build your ideal workflow from scratch. If you ever need to create a custom subnote for a secondary complaint, we offer dozens of options. Enjoy the freedom to document on your iPhone, iPad, desktop & laptop.

Generalized cards including advanced directives & risk factors. We provide a complete lifecycle of electronic clinical documents for mental health providers.

We offer 275+ configurable behavioral health EHR notes, sub notes and intake forms using DSM-5 criteria. Our mental health library lets clinicians assess, diagnose, plan and treat specific disorders. Several types of client assessment measures can be used with either an adult or child population. One type of measure is the severity disorder which aids in determining the severity of a disorder and monitoring the treatment progress. You also get crosscutting measures that identify the cooccurrence and severity of symptoms from a mental status review. Clinicians have the ability to assess maladaptive personality traits using the personality inventory measures for DSM-5.

Mental health software

Auto-calculated diagnostics

All personality inventory measures have the ability for a client to electronically respond to the questions in the measure which auto-populates responses onto the clinician’s note where the clinician can make a single selection to calculate a score based on client responses. These calculated scores can aid in the prognosis and treatment of mental disorders.

Group scheduling & group notes

Therapists are able to book a group appointment linked to multiple client appointments on your schedule and easily document that group’s session notes. All notes are automatically pushed to all included clients within the appointment.

SuggestedE&M coding

You get suggested E&M codes for the office visit based on the documented encounter, a picklist of mental health ICD-10 codes that can be selected during documentation of the encounter and can be populated to the client problem list, patient education and web links that contain pamphlets for educating a client about their diagnosis or information for your clinicians.

Prescribe electronically, EPCS included

Our ePrescribing offers you a HIPAA-compliant, user-friendly prescription tool that you can use from anywhere with complete access to all your medical and prescription histories. Psychiatrists can prescribe controlled substances with our EPCS feature on any computer, Smartphone or iPad.

Screen & develop treatment plans

Screen and develop treatment plans for specific mental health disorders. You can use treatment plans designed by the clinician to document client progress using a variety of progress note types. You get a complete lifecycle of electronic clinical documents designed for mental health therapist workflow.

My-eye-only security & access safeguard

Our My-eye-only tracking feature protects your sensitive client notes and histories with a proprietary process is simple and secure. You are able to flag any chart as “for my eyes only” and set the list of authorized staff who should have access. If anyone in your practice who is unauthorized attempts to access the note, the therapist of record will get an immediate alert of the situation.

HealthWatcher clinical decision support

HealthWatcher safety protocols can be personalized for psychiatrists and therapists with a simple, yet robust health compliance protocol engine to manage follow-up activities and communications. Examples include clients who have completed treatment plans, are taking prescribed controlled substances, need to schedule a follow-up visit or telehealth call for a refill, or need reminders about drug testing or labs.

Bidirectional lab interface

You are able to electronically send labs and receive results straight into the client chart in our EHR. Our exclusive donut dashboard alerts you to new results and highlights any that are out of a normal range.

Practice management & billing for mental health.

EHR designed exclusively for mental health is paired with our front office and billing tools in a practice management bundle to streamline many aspects of your administrative workflow. It’s the automation across all our technologies that creates a unified workflow experience for every role of your behavioral medicine practice. The ease of billing is simplified from our CPT and HCPCS code lookup tools for mental health procedure codes.

Client scheduling

We offer a highly flexible scheduling system for simple to complex environments, including multiple providers and locations. Easily respond to requests, no-shows and cancellations to optimize how many clients can be treated. Therapists have their daily schedule snapshot on all screens of the EHR. Clients can self-schedule online.

Quick charge entry

As an alternative (and way better) approach to creating paper super-bills, use our quick charge entry feature to capture charges electronically and watch automation pass billing information automatically to your billing staff for immediate action.

Claims center

Manual billing processes are replaced by features that automatically scrub, track, review and submit claims for you. Mistakes are caught long before the denials stage so your claims can be submitted quickly and accurately. You’ll get more reimbursements and more revenue with less work.


Easily capture and manage all your client information in one place: contact information, face photos, language and contact method preference, insurance card, insurance eligibility, responsible party, auto credit card payments and payment plans, just to name a few.

Credit card processing

Collect payments in-person and online with our credit card plus merchant account bundle fully unified within your AdvancedMD workflow. Favorite features include credit card on file, text and email payment reminders, and patient billing wizard.

Statement print & mail service

Enjoy an effortless client invoicing and billing process with our automated process that prints, stuffs and mails statements to clients. The automation cuts labor and costs significantly. Pair this feature with our payment reminders and save even more!

Electronic remittance advice

Our ERA software feature takes care of receiving and matching payments automatically. It also creates and prioritizes worklists to help you better manage denials and unexpected payment amounts.

Report Center

More than 150 standard and nearly 500 custom financial reports designed by accounting and healthcare professionals help you measure and optimize your practice income.

Quality of care starts with quality client experiences

Our client engagement suite is designed to engage clients in their progress and recovery. Automate the paperwork hassles and offer self-service features to improve client engagement and drive up satisfaction and retention. From building and maintaining a great online reputation, to collecting post-visit feedback surveys, to email campaign messaging, we have loads of features to engage clients with their care and recovery experience.

Client messaging

Send the right message, to the right client at the right time. Easily communicate to clients with group and personalized messages to improve relationships and revenue.


Secure video conferencing lets you offer HIPAA-compliant and time-sensitive access to care which can result in improved outcomes. Virtual sessions can decrease costs for you, staff and clients.

Online scheduling

Allow clients to self-schedule onsite and telehealth visits from your website and portal. Your schedule is always up to date and reflects locations, therapists, accepted insurance, and more. Automation shows your staff all updates in real time.

Therapy intake forms

Intake and consent forms can be completed from anywhere. Forms are customizable and data automatically populates into EHR notes. Flowsheets help track client progress.

Client portal

A convenient, intuitive online portal helps your clients schedule appointments, request prescription renewals, pay bills or even chat with you in real time.

Appointment reminders

Triggers from scheduling automatically send confirmation alerts and reminder messages to clients in English or Spanish via text, email and voice.

Offer kiosk-based client forms and assessments in the waiting room.

Using the front-office kiosk app for iOS and Android, your clients can fill out assessments in the waiting room. Results are scored and captured automatically in our clinical patient note where therapists can immediately review progress for several mental health conditions including anxiety and depression. Scores can also be tracked and trended over time in Flowsheets. The convenience of an iPad makes same-day assessments remarkably simple and removes any data entry burden on you or your staff. AdvancedMD supports common assessments like the GAD-7 or PHQ-9, and you can create personalized assessments using our forms template builder.

Complete intake forms online, from home.

Allow your clients to complete intake documentation in the privacy of their home – items like current symptoms, medical and psychiatric history, and structured clinical interview questions. Our client engagement suite gives you an online portal as well as an iPad app for in-office information capture, such as intake and consent forms. All client responses auto-populate onto the clinician’s template for use during the initial office visit or therapy session. This increases efficiency for nearly all members of your staff and clients.

Unprecedented transparency into your financial performance.

Gain valuable insight into your financial health with AdvancedInsight, our ad-hoc reporting tool that lets anyone (even the non-financial wiz types) customize your own reports in seconds.

Analytics and reporting with AdvancedMD medical billing software

US-based support & implementation experts are available to keep you successful.

Receive multiple one-on-one hours with professional trainers familiar with mental health-specific billing and clinical documentation. Access our unlimited phone, chat and email support.

Learn how to increase satisfaction, retention & referral rates.

Free ebooks, webinars & product videos with tips for improving the client experience.

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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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“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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