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AdvancedMD Review

Adam Uzialko
Adam Uzialko

Large medical practices have a lot to keep track of, like managing appointments across multiple locations and keeping tabs on high volumes of outstanding claims. The right medical software can help. AdvancedMD has the tools large practices need to handle these tasks and more. Plus, with AdvancedMD's à la carte add-on menu, practices can adopt the tools they need without paying for the ones they don't. AdvancedMD's implementation period is on a par with the industry standard and includes guided training. For these reasons, AdvancedMD is our pick for the best medical software for large practices. 



The Verdict

AdvancedMD offers the wide range of features and scalability that large practices need to manage high volumes of encounters, multiple locations and many providers.

AdvancedMD Editor's Score: 8.5/10

Ease of use 8.5/10
Pricing 8/10
Consultation 8/10
Customization 9/10
Patient portal 9/10

Why We Chose AdvancedMD for Large Practices

Large or growing practices often have unique considerations. In addition to higher volumes of patients and claims, they usually have more providers and, sometimes, multiple locations. Managing a larger practice requires a powerful, adaptable medical software such as AdvancedMD. This platform offers an expansive list of features and tools that large practices can tailor to their workflow. Uniquely, AdvancedMD offers most of these as add-ons, thus enabling practices to select the tools they want and avoid paying for ones they won't use. 

Bottom LineBottom Line: AdvancedMD offers a scalable platform with a wide range of features and tools, which practices can choose from à la carte.

What We Like About AdvancedMD

  • AdvancedMD is a flexible system that allows practices to tailor the software to their workflow.
  • Managing multiple providers and multiple locations is easy with AdvancedMD.
  • Implementation includes guided training on navigating the system.

What We Don't Like About AdvancedMD

  • AdvancedMD is one of the more expensive medical software platforms we reviewed.
  • Some users may require additional training to become proficient with the software.

Ease of Use

AdvancedMD has a modern and well-organized user interface, but it can be overwhelming at times. The sheer number of options in AdvancedMD makes it intimidating for new users. However, with guided training and time to learn the system, clinical providers and practice staff should be able to successfully navigate the system. Most tools are accessible in multiple ways, so each user can develop shortcuts that work best for their role within the practice.

The hardest part of using AdvancedMD is understanding all of the shortcuts and templates. These features seem useful for filling out a patient's chart more quickly, for example, but they are not necessarily intuitive for first-time users. Taking full advantage of AdvancedMD requires knowledge of how to operate these shortcuts, which a one-on-one trainer can demonstrate. AdvancedMD's website also has self-guided educational material to help you navigate the system.

There's a lot about AdvancedMD that takes some getting used to, but if you're looking for an all-in-one electronic medical records (EMR) system, it's worth overcoming the learning curve. As you become familiar with the options that best suit your preferences, you should be able to navigate AdvancedMD with relative ease.

TipTip: Although implementation includes 20 hours of guided training, make sure your staff has a chance to see the live demonstration beforehand to become familiar with the basics.


AdvancedMD offers a large slate of features that can be selected à la carte, thus allowing practices to choose what they need. That is an uncommon option; most medical software providers offer preset service tiers instead. 

However, some key features represent an additional monthly cost beyond the base price of the subscription, so practices on a budget might find themselves priced out of the comprehensive system they want. We didn't like that some of the add-ons were tools we consider essential in the best medical software, but practices with money to invest in those tools will benefit from the flexibility of AdvancedMD's add-on features.

Medical Practice Management Software Features

AdvancedMD offers a fully integrated medical practice management and billing platform. Top medical billing services are also available for practices that want to outsource a portion of their revenue cycle management (RCM). Here are some of the major features in AdvancedMD's medical practice management software.


We liked the AdvancedMD scheduler's intuitive drag-and-drop interface, which allows staff to set new appointments on a color-coded calendar that can be organized by provider, location or other custom filters. Staff can view the calendar in a daily, weekly or monthly display. Upon setting an appointment, staff can register new patients or ensure the existing information is up-to-date.

We liked that you can easily run batch insurance eligibility checks once appointments are set or verify eligibility on a patient-by-patient basis. Most medical software offers this crucial tool, which allows front offices to save time and reduce last-minute cancellations and no-shows.

On the provider side, a schedule snapshot shows their appointments for the day. We liked that the daily snapshot displays the location of a patient's appointment for practices with multiple locations. You can hover over a set appointment for quick facts about the patient, including their name, address and insurance. The quick-view format also shows the type of appointment the patient is scheduled for and clinical notes from any recent visits.

Another helpful feature that not every medical software offers is AdvancedMD's appointment wait list. Staff can fill open time slots in the event of canceled or rescheduled appointments, as well as manage wait lists and assign new appointments based on a patient's availability.

The online patient portal enables patients to schedule appointments, request refills and review past medical records.


The AdvancedMD billing module offers powerful RCM tools. AdvancedMD integrates with Waystar and TriZetto clearinghouses, and clearinghouse fees are included in the software's subscription price. The software includes ICD-10 and CPT code libraries, thus making it quick and easy to look up and properly code encounters.

Once a provider releases the clinical notes from a patient encounter, the charges are pushed through to the billing module. If you handle your billing in-house, your coders and billers can review the charges to generate claims and submit them through the clearinghouse. With AdvancedMD's billing services, you have access to a team of certified billers and the company's claims scrubbing software, which guarantees a minimum 96% first-pass resolution rate. To learn more, read our full review of AdvancedMD's medical billing services.

The system delivers explanations of benefits and electronic remittance advice digitally, thereby enabling your team to review communications from payers. You can also manage denied or rejected claims directly and revise them before resubmitting them. To capture patient co-pays and outstanding balances, AdvancedMD integrates with credit card processors, so you can accept debit and credit cards during patient visits.


AdvancedMD offers advanced reporting capabilities that provide insight into your practice's financial performance, daily operations and clinical statistics. The full suite is called AdvancedInsight. A financial dashboard displays easily digestible information that can be filtered by provider, insurance payer, facility location and date range.

Reports can be filtered by collections, claims and more to give administrators a clearer picture of where their revenue comes from. You can export reports to PDF and Microsoft Excel, as well as customize the financial dashboard to show the key performance indicators your medical practice relies on most. The data is mapped out in easy-to-understand bar and line graphs.

You can configure the dashboards to show financial trends, such as your practice's monthly performance, the leading payers for your practice and the number of days patient bills spend in accounts receivable. Custom reports can also be generated and delivered to user inboxes on a recurring basis.

Looking for the best medical software solution for reporting? Read our review of athenahealth to learn more about why its reporting tools are the best in the medical software space.

EMR Features

AdvancedMD's EMR software includes a wide range of tools that you can access in multiple ways. Here are some of AdvancedMD's major features.


The AdvancedMD dashboard provides a bird's-eye view of your practice's clinical operations. Using unique "donut filters," which you can customize based on the information you want to see first, the dashboard displays data about charge slips, clinical notes, prescriptions, documents, images, lab results, pharmacy requests and more. We found this view to be intuitive and simple to understand. You can also use the dashboard to navigate to your inbox and view any secure messages you've sent or received through the system.

To view more information about a specific area, you just click the donut filter associated with it. For example, the HealthWatcher donut filter reminds staff and providers about patients who need to visit the practice regularly. It allows you to set recurring visits, list the reasons for each visit and automate reminders to patients, all without leaving the dashboard. These are unique features that make AdvancedMD an effective and easy-to-use tool.

AdvancedMD's donut filters can be customized to show important info at a glance

Appointment Scheduler

We like that AdvancedMD's scheduler is a customizable, color-coded calendar that you can filter by provider, location, visit type and more. It can display in a daily, weekly or monthly format to give an overview of how many patients the practice is seeing. These are standard features we looked for in every medical software platform we reviewed.

You can set all new appointments directly in the scheduling tool. AdvancedMD also enables integrated telemedicine appointments via secure connection. Once the appointment is set, you can send intake forms to the patient. Patients will be notified that they have received forms via the secure patient portal, or they can fill them out on an iPad when they arrive for their visit.

You can also check patients in and out with just two clicks, directly in the scheduler. When you're checking a patient in, the screen displays a feature that allows you to assign them to a specific exam room and notify their provider that they are ready to be seen.

TipTip: Encourage patients to engage with the patient portal to save time on scheduling appointments and to avoid cancellations and no-shows.

Clinical Notes

With AdvancedMD, you can tie specific note templates to certain appointment types. For example, if a patient is coming in for a consultation, you can set the necessary templates to pull up automatically when you select that appointment type.

The toolbar displays a timeline feature, which shows items you've worked on with the patient in the past. It includes their previous types of appointments, notes, lab orders and prescriptions. You can also drag and drop to connect items and review multiple data points at once.

A quick view of each patient card shows their risk factors, the summary of any healthcare plans based on their recent visits (which you can double-click for details), problems the patient is experiencing and any medications they currently take. The cards also include educational material you can send through the patient portal for them to review on their own time.

AdvancedMD integrates with Surescripts to check patients' insurance and see which prescriptions they have filled in the past year. This feature is common, but not universal, in the medical software space, and it is highly useful for keeping tabs on patients' medications. That information can be downloaded and imported into the EMR, so even if it is the patient's first time at your practice, all of their medication history will be available. AdvancedMD also integrates with DrFirst for electronic prescriptions of controlled substances.

This screen shows an example of a patient's chart, complete with recent notes, allergies, medications, problems, treatment plans and lab orders.

Patient Encounter

Once the patient is checked in and placed in a room and a nurse has captured their vitals, you can update the patient's status to "ready for doctor" with a single click. Any intake forms that they filled out before the visit will be available in the EMR; the nurse can add to these intake forms if needed.

The Exam tab allows you to pull up the notes associated with the patient's appointment type. Notes are customizable to suit your practice's workflow. You can add information to notes by typing, dictating through software such as Dragon or M*Modal, or using acronyms and hotkeys.

You can add ICD-10 diagnosis codes to the note with the help of a "pick list." The full library of ICD-10 codes is also available, so if you don't know the code you need offhand, you can search for a code based on the patient's condition. After you fill out and save an exam note, you can export it to AdvancedMD's practice management module for billing.


AdvancedMD also offers telemedicine appointments, which are available via a secure, HIPAA-compliant video connection. Since the start of the COVID-19 pandemic, telemedicine services have become an integral and expected part of medical software, and we looked for that option in all of our medical software reviews. 


AdvancedMD offers two pricing models. There is the per-provider, per-month model, which is the most common pricing model we found in our reviews of other EMR platforms. However, AdvancedMD also offers an encounter-based program, in which practices pay per patient encounter. This option is particularly useful for new or very small practices.

AdvancedMD offers stand-alone medical practice management software (without the EMR system) for $429 per provider per month. For the fully integrated AdvancedMD EMR and practice management system, pricing starts at $729 per provider per month. The company does not offer a stand-alone EMR system.

For the encounter-based program, we obtained a quote of $2.18 per encounter, with a $500 monthly minimum. That means a practice that sees at least 229 patients per month could take advantage of AdvancedMD's EMR/PM system for as little as $500 monthly, regardless of its total number of providers. This gives small, low-volume practices access to a powerful EMR system for a manageable cost. 

AdvancedMD is somewhat more expensive than some other EMR systems we reviewed, but it is also one of the only services that offer the encounter-based pricing model. One factor that makes it more expensive is that several add-ons cost extra, and some of these are automatically included with other systems we reviewed:

  • Appointment reminders
  • Insurance eligibility
  • Credit card processing
  • E-prescribing of controlled substances
  • Electronic faxing
  • Laboratory interfaces

For practices that require medical billing support, AdvancedMD's medical billing service costs 4% to 8% of a practice's monthly collections and includes access to the entire software suite and all add-on features.

Bottom line: AdvancedMD is a bit more expensive than other medical software platforms we reviewed, especially if you opt for all the add-ons.


AdvancedMD charges a one-time cost for comprehensive training and configuration. A sales representative told us that the cost can vary but is typically about $5,000. This implementation price includes more than 20 hours of one-on-one training, online training courses and custom configuration, during which the company helps practices set up unique workflows, templates, macros and more. Implementation also includes a dedicated account manager who oversees the process and follows up with the practice after the go-live date.

Implementation and training for AdvancedMD can take eight to 11 weeks from the time your practice's insurance credentials are received. Make sure you allow sufficient time to ensure that the system is fully functional and that your staff is adequately trained before your planned go-live date.

Customer Support

AdvancedMD offers customer support via phone, help desk tickets and live web chat. The company also includes remote access technical support, which allows a support agent to take control of a user's device to troubleshoot the problem. 


One drawback of AdvancedMD is that it is one of the more expensive EMR platforms we reviewed, especially after you factor in the upfront implementation costs and monthly fees for add-on features that many practices find indispensable. Further, the lack of a tiered implementation pricing structure (which AdvancedMD previously offered) means practices on a budget might not be able to afford the upfront expense required to start working on AdvancedMD's platform. 

Additionally, AdvancedMD is a complex platform that comes with a learning curve. One-on-one training is provided as a part of the implementation process, and most practices will have to take advantage of it to begin using the software proficiently. While AdvancedMD is an effective platform for large practices, it is not the most intuitive; practices that want software that's easy to learn just by clicking around should consider reading our review of Kareo's medical software.

What Is Medical Software?

Medical software is the combination of EMR systems, medical practice management software and medical billing tools. The best medical software offers useful features for every member of a medical practice, from the front office to billing. It also includes clinical software that assists healthcare providers in engaging with the patient while also taking detailed notes in the way that is most comfortable for them. It also enables patients to engage with their healthcare providers directly via secure messaging inboxes or to update their insurance information before their next visit. Medical software is an increasingly important part of modern healthcare and a prerequisite for success as a healthcare organization.


We spent hours researching, analyzing and reviewing medical software, including AdvancedMD. Our research included software demonstrations, phone interviews and customer service calls. We also analyzed customer service reviews available online, including those listed on the Better Business Bureau website. When choosing our best pick for large practices, we assessed scalability and flexibility, including the ability to add or drop individual features and tools. We chose AdvancedMD as the best medical software for large practices because of its flexible platform and effectiveness at managing multiple locations. 


Does AdvancedMD charge additional fees?

Yes, AdvancedMD charges a one-time implementation-and-training fee of up to $5,000, according to a company representative. In addition, several key features are considered add-ons and thus require an extra monthly charge on top of the base cost of the system. 

How long does AdvancedMD implementation take?

AdvancedMD's implementation process ranges from eight to 11 weeks, according to a company representative. This is comparable to the implementation times of other medical software platforms we reviewed. 

Does AdvancedMD offer medical billing services?

Yes, AdvancedMD offers a medical billing service. However, the company does not perform medical coding, so clients that sign up for RCM with AdvancedMD need to maintain a medical coder on staff.

Bottom Line

We recommend AdvancedMD for …

  • Large practices with multiple locations and providers.
  • Practices that are preparing to expand and scale.
  • Practices that require flexibility and customization.

We don't recommend AdvancedMD for …

  • Very small practices with tight budgets.
  •  Practices that value ease of use over expansive features.

Image Credit: Lordn / Getty Images


The Verdict

AdvancedMD offers the wide range of features and scalability that large practices need to manage high volumes of encounters, multiple locations and many providers.

Adam Uzialko
Adam Uzialko Staff
Adam Uzialko is a writer and editor at and Business News Daily. He has 7 years of professional experience with a focus on small businesses and startups. He has covered topics including digital marketing, SEO, business communications, and public policy. He has also written about emerging technologies and their intersection with business, including artificial intelligence, the Internet of Things, and blockchain.