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Behavioral health disorders, conditions & templates we support

Our specific-disorder templates align with the American Psychiatric Association (APA) severity disorder measures. These EHR notes, sub notes and intake forms give psychologists and psychiatrists the ability to assess, diagnose, develop treatment plans, monitor the severity of the disorder and document progress notes for a wide variety of mental health conditions. You can evaluate a client using DSM-5 criteria for either an adult or child (ages 11-17).

  • 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.

Every EHR chart with AdvancedMD is easily configurable, so you can accommodate a wide variety of therapists, counselors and providers. Our entire suite of practice management software is ideal for any multi-specialty practice with mental health providers, as well as mental health solo and group practices.

Each provider can build the ideal workflow from scratch to create a seamless therapist and patient experience. Create custom sub notes based on your preferences, and select from dozens of options for secondary complaints. Enjoy the freedom to document on a smartphone, tablet, desktop or laptop so you can treat your mental health patients effectively, no matter where you are.

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

Configurable behavioral health EHR notes (with 275+ options), sub notes and intake forms using DSM-5 criteria. Our mental health library lets clinicians assess, diagnose, plan and treat specific disorders. You can choose from several types of client assessment measures for adults or children (11-17).

Severity disorder measurement and monitoring. A tool to help you identify the severity of your clients’ condition, then monitor treatment progress over time.

Mental health software

Auto-calculated diagnostics

Clients respond to personality inventory questions and the information auto-populates to your clinician’s note. With a simple click you can calculate a score based on client responses, and calculated scores can aid in the prognosis and treatment of mental disorders.

Group scheduling & group notes

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 every included client within the appointment.

SuggestedE&M coding

Get suggested E&M codes for the office visit based on the documented encounter. The software generates a picklist of mental health ICD-10 codes. The one you select populates to the client problem list, patient education and web links that contain pamphlets for educating a client about their diagnosis, or providing 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. Get complete access to every patient’s medical and prescription histories and prescribe controlled substances on any computer, smartphone or tablet.

Screen & develop treatment plans

Identify specific mental health disorders and create customized treatment plans for each patient. You get a complete lifecycle of electronic clinical documents designed specifically for a mental health therapist workflow.

My-eye-only security & access safeguard

Our my-eye-only tracking feature protects sensitive client notes and histories with a proprietary process that is both simple and secure. You can designate any chart as “for my eyes only”, create a list of authorized staff who should have access, and get alerts if anyone else tries to access it.

HealthWatcher clinical decision support

Personalize safety protcols for each therapist or psychiatrist with our unique HealthWatcher feature. This simple but robust health compliance protocol helps you manage follow-up activities and communications.

Bidirectional lab interface

Electronically send labs and get results sent straight to the client chart in our EHR. Our exclusive donut dashboard alerts you to quick see which results are new, and highlights any that are out of a normal range.

Simplified practice management for mental health clinics.

Our practice management tools are designed specifically for the needs of a mental health practice to streamline many aspects of your administrative workflow. With automation across all our technologies you get a unified workflow experience for every role of your behavioral medicine practice.

Client scheduling

A highly flexible scheduling system for simple to complex environments, including multiple providers and locations. Easily respond to requests and minimize no-shows and cancellations.

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.


Capture and manage all your client information in one place. Information passes seamlessly from scheduling to EHR and billing so everyone has accurate patient data.

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

Hundreds of standard and customizable practice management and financial reports designed by accounting and healthcare professionals help you measure and optimize your practice income and improve operations.

Quality of care starts with quality client experiences

Our client engagement suite is designed to help with every stage of treatment and recovery. From building and maintaining a great online reputation to collecting post-visit feedback surveys and connecting with patients via email campaign messaging, we help you engage clients in their care and recovery experience.

Client messaging

Easily communicate with clients using personalized and group messages to improve relationships and revenue.


Offer HIPAA-compliant and time-sensitive access to care and improve patient and client outcomes with secure video conferencing.

Online scheduling

Minimize staff time on the phone scheduling appointments and add convenience to meet patient demands with easy online self-scheduling.

Therapy intake forms

Allow patients to complete intake and consent forms from anywhere. Forms are customizable and data automatically populates into EHR notes. We also have kiosk-based client forms and assessments for patients that don’t fill it out in advance.

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

Automatically send confirmation alerts and reminder messages to clients in English or Spanish via text, email and voice.

Quick charge entry

Use our quick charge entry feature to capture charges electronically and pass information automatically to your billing staff for immediate action.

Claims center

Replace manual billing processes with tools to get more reimbursements and more revenue with less work.

Credit card processing

Collect payments in-person and online with our credit card plus merchant account bundle.

Statement print & mail service

Effortlessly send out client invoices with automated features that reduce labor costs significantly.

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.

medical billing | AdvancedMD

Unprecedented transparency into your financial performance.

Gain valuable insight into your financial health with our advanced reporting and analytics tools. Our ad-hoc reporting tools let 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.

Get a live demo.

Schedule a live demo today to see how AdvancedMD can improve your overall mental health practice operations and patient care.

“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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