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Practice management software for independent occupational therapy clinics

Occupational therapists have an important role in helping patients regain their ability to participate in activities of daily living and maintain independence. Your practice management software can help you run an efficient OT practice so you can focus on working with your patients and celebrating their successes, rather than spending all your time on back-end finances and technology.

Designed with your OT practice in mind

With AdvancedMD you get a practice management solution that goes above and beyond, offering cutting-edge features and state-of-the-art tools that improve efficiency and patient care. Plus our software is specifically designed for independent occupational therapists and small- to medium-size OT group practices. Every feature is carefully optimized to meet the unique needs of a practice that isn’t part of a large hospital system or a large physician group.

Cloud-based access with complete security

AdvancedMD is hosted on the world’s most secure platform, Amazon Web Services (AWS). Our cloud-based software is accessible from anywhere with an internet-connected device. OTs can use our software on tablets and smartphones to work with patients on the go, including therapy sessions and even at-home visits. All the information is encrypted and secure so you can protect PHI and remain HIPAA compliant.

EHR/EMR software that improves your OT capabilities

An electronic health record (EHR) software system is no longer a thing that is nice to have. In today’s healthcare world, it’s essential to provide better care and help patients get the most from their occupational therapy. Many EHR/EMR software systems are designed around the way large hospital systems operate. Others are built with a wide range of features to try and cater to every specialty available. But all that does is create more work for your administrative team.

Instead of having a software system that is ready to go upon implementation with only a few minor tweaks and customizations, your team has to spend days or weeks trying to figure out how to fit your workflows into the software program’s features. With AdvancedMD you get a software solution created specifically with the unique needs of occupational therapists who work in smaller practices. The workflows are customizable based on your needs, but most only need to make minor adjustments to make it work.

We provide all the features you need to offer better OT care


Never miss essential information in the patient encounter with our templates to guide practitioners through all the required payer details. Increase reimbursement by reducing errors that lead to claims denials or delays.

Simple searchability

Find all the information you need for each patient, including their medical history, diagnosis, and treatment plan all with just a quick search.

EHR alerts

Get automated alerts to create the best treatment plan and provide optimal care to your OT patients. Our system uses AI and machine learning algorithms to analyze information in the patient’s chart and recommend care.

Voice recognition

Use voice recognition tools to enter notes without typing, saving time and avoiding the need to hire additional staff like scribes or MAs to help with data entry.

Fully integrated system

AdvancedMD offers a database that connects your practice management, scheduling, EHR/EMR, medical coding and billing systems together. Seamlessly share information, avoid manual data entry, and reduce errors that can lead to significant patient harm.

Get the maximum reimbursement for your OT services with AdvancedMD

With AdvancedMD your team of medical coding and billing professionals have all the tools they need to submit accurate claims in a timely manner to your payers. The software also makes it easier to collect outstanding balances from your patients. By minimizing errors and delays in the billing process, you can improve reimbursement rates and ensure a thriving financial picture for your OT clinic.

Fewer delays & denials

Limit delayed or denied claims with an industry-leading claims scrubbing service that checks for more than 3.5 million errors before claims go to your payers and flags any errors for your team to correct.

Easy-to-find codes

Find the right OT billing codes to avoid undercoding and missing out on revenue or overcoding and risking getting in trouble with your payers. Search for popular OT codes, or choose from most-used or last-used ICD-10 and CPT code lists.

Electronic submission

Submit all your claims through the eRemittance platform. Collect all the information you need digitally to avoid paperwork hassles, and follow your claims from submission to payment.

Industry-leading reporting tools

Get real-time insights into your financial performance with our advanced reporting tools. See the financial metrics that matter most to you in easy-to-read reports delivered right to your inbox.

Patient engagement & patient satisfaction tools for OT practices

Keeping your patients engaged in their care is critical for occupational therapists. Patients that don’t follow treatment plans can suffer long-lasting consequences that impact their independence. It can also impact their ability to participate in everyday activities that bring joy and purpose to their lives.

AdvancedMD offers all the tools you need to help patients stay connected to your clinic, providers, and staff throughout their treatment plan. Our software suite include:

A safe, secure option to expand access to care and make it easier to work with patients when they are at home, especially for patients with mobility or transportation challenges that can’t get to your clinic regularly.

Patient portal:
Communicate with patients between appointments and give them full access to their medical records through a secure and accessible web-based portal. Patients can also access their imaging records, lab results, and encounter notes, and view their outstanding balances to pay them online.

Online scheduling:
Give patients the tools to schedule their own OT appointments in the future with online scheduling capabilities. Minimize phone calls for your staff by letting patients find the appointment times that fit their busy schedule.

Appointment reminders:
Send automated reminders to patients so they never forget an upcoming appointment.

Online bill pay:
Patients can view and pay any outstanding balances right from your website or the portal using our convenient online bill pay tools. Payments are automatically matched with outstanding charges so your team won’t have to do the work to manually match them up.

women looking at mobile phone social media comments | AdvancedMD

“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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