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Updated Sep 13, 2023

AdvancedMD EHR Software Review and Pricing

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Written By: Leah ZitterSenior Analyst & Expert on Business Strategy
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Table of Contents

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Editors Score:8.7/10
AdvancedMD offers the wide range of features and scalability that large practices need to manage high volumes of encounters, multiple locations and many providers.
Thumbs Up Pros
  • You can build your own package and choose only the features your company needs.
  • Its NEST (Network. Explore. Share. Train.) community helps you collaborate with other practices.
  • Implementation includes guided training on navigating the system.
Thumbs Down Cons
  • AdvancedMD is one of the more expensive medical software platforms we reviewed.
  • Practices need to have their own medical coder.
Editor's Rating8.7/10

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 easy-to-use tools large practices need to handle these tasks and more. Plus, with the vendor’s add-on menu, practices can adopt the functions 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 practices concerned about ease of use.

AdvancedMD Editor's Rating:

8.7 / 10

Ease of use
Patient portal

Why We Chose AdvancedMD for Ease of Use

We rated AdvancedMD as the best medical software for ease of use because of features like its color-coded navigation, which makes for an intuitive workflow and enjoyable overall experience. Its dashboard is readily configurable and easily able to scale and adjust to practices as your office grows. Users have a direct connection with the vendor’s product team to keep the system functioning as they want it.

The AdvancedMD global payments platform automates and streamlines your electronic health records (EHRs), scheduling, billing and patient engagement from one central dashboard, making it simple to communicate with patients and staff. Because AdvancedMD is so straightforward to use once you’ve received training, we found it well suited for practices that prioritize ease of use when it comes to choosing medical software.

Bottom LineBottom line
AdvancedMD is a flexible medical software solution that allows practices to tailor the system to their workflow.
AdvancedMD task donuts

AdvancedMD software features “task donuts” that highlight where attention is needed. Source: AdvancedMD

Ease of Use

AdvancedMD stands out from other medical software in that it’s simple and fun to use, with a modern look. Its dashboard and navigation are color-coded for an uncomplicated workflow. Blue refers to patient care, red is for scheduling, yellow is for recording and green is for billing. That same color scheme appears in around 150 different customizable templates.

Some users have cited initial difficulties learning to use the platform’s shortcuts and templates. It does have a learning curve, but AdvancedMD provides ready support and a robust library of self-guided educational material to help you learn the system. Once you do, navigating the software is a breeze, which is why AdvancedMD stands out for its usability.

TipBottom line
Although AdvancedMD's implementation process includes 20 hours of guided training, make sure your staff views the free demo for a peek at the basics.

AdvancedMD Features

AdvancedMD’s features include practice management, EHRs, medical billing, patient engagement tools, telemedicine functionality, patient charts, reputation management, financial analytics and business intelligence reporting. The vendor lets you build your own package and decide which features to include in your subscription based on your practice’s needs.

While this a la carte model can be appealing, AdvancedMD charges for certain features that, fundamental as they are to practice management solutions, should be included. Charging for them makes this software expensive for startups and providers with limited means. On the other hand, practices with larger budgets can 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 their revenue cycle management (RCM). Here are some of the significant features in AdvancedMD’s medical practice management software.

AdvancedMD scheduler

The scheduler makes it easy for users to set, view and confirm appointments. Source: AdvancedMD


We liked the AdvancedMD scheduler’s user-friendly 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, staffers can register new patients or ensure their existing information is up to date.

We also liked that you can easily run batch insurance eligibility checks once appointments are set or verify eligibility on a patient-by-patient basis. Most competitors offer this critical tool, allowing front offices to save time and prune last-minute cancellations and no-shows.

On the provider side, a schedule snapshot shows their appointments for the day. We found it neat 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 few rivals offer is AdvancedMD’s appointment waitlist. 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.

AdvancedMD billing

When completing billing activities in AdvancedMD, the tabs at the top of the screen flag how many items there are to review. Source: AdvancedMD


The AdvancedMD billing module, aptly described as “built by billers for billers,” offers powerful RCM tools. AdvancedMD integrates with Waystar and TriZetto clearinghouses, and clearinghouse fees are included in the software’s subscription price. The software contains ICD-10 and CPT code libraries for convenient, rapid and accurate reference.

Once providers submit their invoices, 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 is transparent, enabling authorized stakeholders and team members to review communications from payers. This way, you can also manage denied or rejected claims and revise them before submitting them. AdvancedMD integrates with credit card processors for patient copays, debits and card payments during office visits. [See the best credit card processors for your business.]

The software’s mobile functionalities for billing (and patient management) include an app where providers can simultaneously check their schedules, notes, patient schedules and comprehensive patient face sheets on the go. OneChart helps you see all patient notes when making collection calls, while a built-in claims inspector function of 5 million edits catches potential coding errors to prevent claims rejection. An add-on service helps you eliminate your billing burden with an MDS Medical medical billing plank.

AdvancedMD patient portal

The patient portal allows patients to submit questions and view their medical records. Source: AdvancedMD

Patient Portal

The AdvancedMD patient portal automates administrative tasks and provides two-way video telemedicine functionality. Users can streamline patient communications, prescription orders and renewals, patient payments, online appointment requests, and more. Users can also accomplish these tasks via AdvancedMD’s mobile EHR iOS app, which helps providers see patient details in real time, check insurance eligibility, send paperless faxes and more.

Patients can use the portal to ask for prescription refills, send messages to your office and pay bills online. They can also request appointments, giving their preferred date and time. Patients will have access to their medical history and see reminders for upcoming 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. You can customize the reporting, adding sections such as “missed visits.” These reports are configurable and scalable to 99 columns, with customized email templates for email newsletters, among other options.

A financial dashboard displays easily digestible information that can be filtered by provider, insurance payer, facility location and date range. Reports can also be filtered by collections, claims and more to give administrators a clearer picture of where practice revenue comes from. You can export reports to PDF and Microsoft Excel, as well as customize the financial dashboard to show your essential key performance indicators. 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. We appreciate that the reporting – more than 150 standard and nearly 500 custom financial reports – can also be generated and delivered to user inboxes on a recurring basis.

EMR Software Features

AdvancedMD’s electronic medical record (EMR) software includes a wide range of tools you can access in multiple ways. Here are some of AdvancedMD’s major EMR 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. For example, the HealthWatcher donut filter alerts providers to patients who need to regularly visit their practice. Its features allow you to set recurring visits, list the reasons for each visit and automate reminders to patients – all without leaving the dashboard. You can also use the dashboard to navigate to your inbox to see incoming and outgoing messages.

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 populate in a daily, weekly or monthly format, providing 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 a secure connection. Once the appointment is set, you can send intake forms to the patient. Patients will be notified that they have received certain medical forms via the secure patient portal, or they can fill them out on an iPad when they arrive at the office for their appointment.

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 providers that they are ready to be seen.

Providers can also review ePrescriptions, pull in insurance information, message patients and communicate on HealthWatcher with features that include automated patient reminders and HIPAA consent sheets. The status of a patient’s coverage is automatically checked every 14 days, while lab alerts are flagged red for easy follow-up.

TipBottom line
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 a patient’s medical history. It includes details of their past appointments, notes, lab orders and prescriptions. You can also drag and drop to connect items and review multiple data points simultaneously.

A quick view of each patient card shows the patient’s 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 current medications. The cards also include educational material you can send patients through the patient portal 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’s the patient’s first time at your practice, all of their medication history will be available. AdvancedMD also integrates with DrChrono for electronic prescriptions of controlled substances. See our review of DrChrono to learn more.

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 they filled out before the visit will be available in the EMR. Nurses 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. We appreciated that 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, enabling you to search for codes if needed. After you fill out and save an exam note, you can export it to AdvancedMD’s practice management module for billing.

Did You Know?Did you know
AdvancedMD allows patients to post starred reviews of their visits that get shared across social channels. Find out how to effectively manage your online reputation.


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

AdvancedMD Pricing

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

While the vendor generally provides custom quotes for each business, AdvancedMD has a stand-alone medical practice management software (for scheduling and billing) that ranges from $229 to $429 per provider per month or $0.58 to $1.42 per encounter.

For the fully integrated AdvancedMD EMR and practice management system, pricing ranges $485 to $729 per provider per month or $1.47 to $2.18 per encounter. There’s a $500 monthly minimum attached to this plan, which means a practice that sees at least 229 patients per month could benefit from AdvancedMD’s software 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 solutions we reviewed, but it is also one of the only vendors on the market to provide the encounter-based pricing model. (And there are sometimes discounts for custom bundles of up to 30%). One factor that makes this platform more expensive is that several add-ons cost extra. These include the following:

  • 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. Experts scrub claims, manage claim denials and follow up on outstanding balances, but this excludes charge entry and coding, so you’ll need to hire your own reserve biller. The service reports a 97.6% first-pass acceptance rate and follows up in 14 days on rejected claims.

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

AdvancedMD on desktop and mobile

AdvancedMD, which is available on desktop and mobile devices, lets you stay on top of your practice’s financial performance by clearly breaking down collections you receive. Source: AdvancedMD

Implementation and Onboarding

AdvancedMD charges a one-time fee for comprehensive training and configuration. This price can vary but is typically about $5,000. It includes more than 20 hours of basic one-on-one training, online training courses and basic custom configuration, during which the vendor’s team helps practices set up tailored workflows, templates, macros and more. The onboarding process also includes a dedicated account manager who oversees the implementation and follows up 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 the system is fully functional and your staff is adequately trained before your planned go-live date.

There is also a free two-day on-site implementation for practices with collections above $200,000 per month.

Customer Service

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 any problems.

FYIDid you know
New patient features available with AdvancedMD include a robust script coupon program to help patients reduce costs and a prescription notification service.


One drawback of AdvancedMD is that it’s one of the more expensive EMR platforms we reviewed, especially after you factor in the upfront implementation costs and monthly fees for indispensable add-on features.

Furthermore, the lack of a tiered implementation pricing structure (which AdvancedMD previously offered) means practices on a budget might not be able to afford the large expense required to start working on AdvancedMD’s platform.


We spent hours researching, analyzing and reviewing medical software, including AdvancedMD. Our research involved software demonstrations, phone interviews and customer service calls. We also analyzed customer service reviews available online, such as those listed on the Better Business Bureau website.

When choosing our best pick for ease of use, 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 ease of use because of its flexible platform and effectiveness in managing multiple locations.

AdvancedMD FAQs

AdvancedMD charges a one-time implementation-and-training fee of up to $5,000. 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.
AdvancedMD’s implementation process can take between eight and 11 weeks. This is comparable to the implementation times of other medical software platforms we reviewed.
Yes, AdvancedMD offers a medical billing service. However, there’s no medical coding, so clients that sign up for RCM with AdvancedMD need to have their own medical coder.

Does AdvancedMD offer medical billing services?

Yes, AdvancedMD offers a medical billing service. However, there’s no medical coding, so clients that sign up for RCM with AdvancedMD need to have their own medical coder.

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 concerned about implementation costs.
author image
Written By: Leah ZitterSenior Analyst & Expert on Business Strategy
Leah Zitter's long-held passion for psychology and science led her to not only a doctorate but a career covering emerging technology in healthcare and related sectors. Her expertise has been trusted by The Centers for Disease Control and Prevention, and her analysis of medical software has proven invaluable for medical practices. Zitter has also studied SaaS and analytics more generally on behalf of clients like Google, Microsoft, Amazon Web Services and more. She also contributed to the book "Strategize Up: The Simplified Blueprint To Scaling Your Business."
Editor's Rating8.7/10
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