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AdvancedMD Review

Adam Uzialko
Adam Uzialko
Freelance Editor

Our overall best pick for electronic medical records (EMR) systems and medical practice management software is AdvancedMD. It offers a flexible user interface and powerful features that you can customize to suit your practice's workflows. The company also has great customer service and makes ongoing training available to practices that want a support partner in the early days after their go-live date.



The Verdict

AdvancedMD is one of the most comprehensive EMR systems we reviewed and our best overall pick. Although it has a bit of a learning curve, it is a feature-rich and relatively cost-effective platform.


AdvancedMD's pricing plans are unique in their variety. You can select one of two pricing models. There is the per-provider, per-month model, which is the standard pricing model across the EMR industry. AdvancedMD also offers the option of an encounter-based program, in which practices only pay per patient encounter.

AdvancedMD offers stand-alone medical practice management software (without the EMR system) for $429 per provider per month. For a fully integrated AdvancedMD EMR and practice management solution, 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 EHR/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 EHR system for a manageable cost.

AdvancedMD is somewhat more expensive than some other EMR solutions we reviewed, but it is also one of the only services that offers the encounter-based pricing model. One factor that makes it more expensive is the several add-ons that cost extra, some of which 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 offers a revenue cycle management (RCM) service that costs 4% to 8% of a practice's monthly collections and includes access to the entire software suite and all add-on features. [Learn more about AdvancedMD's medical billing service.]

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 software 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 seems to be understanding all the shortcuts and templates. These features seem useful for cutting down the time it takes to fill out a patient's chart, for example, but they are not necessarily intuitive to a first-time user. Taking full advantage of AdvancedMD requires knowledge of how to operate these shortcuts, which a one-on-one trainer can demonstrate. AdvancedMD also maintains self-guided educational material on its website to help you better 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 EMR system, it's worth suffering the learning curve. As you become familiar with the options that best suit your personal preferences, you should be able to navigate AdvancedMD with reasonable ease.

AdvancedMD EMR Features

AdvancedMD is particularly feature-rich EMR software with 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 "donut filters," which you can customize based on what information you want to see first, the dashboard displays data about charge slips, clinical notes, prescriptions, documents, images, lab results, pharmacy requests and more. 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 that visit and automate reminders to patients, all without leaving the dashboard.

Appointment Scheduler

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.

You can set all new appointments directly in the scheduling tool. Once the appointment is set, you can send any 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 two clicks of the mouse directly in the scheduler. When you're checking a patient in, the screen will display a rooming feature that allows you to assign them to a specific exam room and notify their provider that they are ready to be seen.

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 together, allowing you to review multiple data points at once.

A quick view of patient cards is available. The cards show patient 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 to the patient through the patient portal for them to review on their own time.

The right-hand side of the screen shows patient cards, medications, problems, allergies, lab orders, documents and plan summaries. This toolbar offers drag-and-drop customization as well, and the system remembers these unique configurations on a user-by-user basis.

You can click a card to expand the view; for example, you can expand the list of the patient's current medications to also show all previous medications they've been prescribed. You can order new prescriptions or refills directly through this screen. Prescriptions can be signed and sent to the pharmacy electronically.

AdvancedMD integrates with Surescripts to check patient insurance and see which prescriptions the patient has filled within the past year to generate a historic list of their medications. All that information can be downloaded and imported into the EMR, so even if it is the patient's first time at your practice, all their medication history will be available. AdvancedMD also integrates with DrFirst for electronic prescriptions of controlled substances.

Patient Encounter

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

The exam tab at the top of the screen 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 into the note with the help of a "pick list." The full library of ICD-10 codes is also available under the exam tab, 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.

Under this exam tab, you can also set up favorite medications or lab tests to speed up the process of prescribing new medications or ordering certain tests. If you regularly see patients with similar conditions, for example, you can bookmark their typical treatment plans to expedite the orders of medication or tests.

AdvancedMD Medical Practice Management Features

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


The AdvancedMD scheduler 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.

Once appointments are set, staff can run batch insurance eligibility checks, or they can verify eligibility on a patient-by-patient basis. On the provider's side, a schedule snapshot shows their appointments for the day.

If your medical practice has multiple locations, the daily snapshot displays the location of a patient's appointment. 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 for any recent visits.

Another helpful feature within the scheduling tool is a waitlist. Staff can fill any open time slots in the event of cancellations or reschedules, and they can manage waitlists and assign new appointments based on a particular patient's availability.


The AdvancedMD billing module offers powerful revenue cycle management tools. AdvancedMD integrates with Waystar and TriZetto clearinghouses, and clearinghouse fees are included in the subscription price of the software. The software includes a complete ICD-10 coding library and a library of CPT codes, which makes looking up and properly coding encounters quick and easy.

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 own 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.

The system delivers explanations of benefits and electronic remittance advice (EOBs and ERAs) digitally, enabling your team to review communications from payers. You can also manage denied or rejected claims directly, revising them before resubmitting them. To capture patient copays and outstanding balances, AdvancedMD integrates with credit card processors, allowing you to accept debit and credit cards during a patient's visit.


AdvancedMD offers advanced reporting capabilities that offer insights into your practice's financial performance, daily operations and clinical statistics. The full suite is called AdvancedInsight. A financial dashboard offers 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. All reports are exportable to PDF and Microsoft Excel. You can customize the financial dashboard to show the key performance indicators your medical practice relies on most. The data is mapped out in bar and line graphs that are easy to understand at a glance.

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. 


AdvancedMD recently changed its implementation plans from a series of tiered pricing packages to a one-time cost for comprehensive training and configuration. A sales representative for the company told business.com 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 allot sufficient time to ensure the system is fully functional and your staff is adequately trained before your planned go-live date.


AdvancedMD previously offered a tiered implementation package that was suitable for practices of various budgets. With the elimination of the low-cost implementation plans, the upfront cost and somewhat high monthly subscription price might be too much for small practices on a budget.

What makes AdvancedMD great – its many features and flexible navigation – also means it has a steep learning curve. The training during implementation is a must, and you are likely to reference the self-guided materials for some time before you feel comfortable with all the nuances of the software. 

Editor's note: Looking for an electronic medical records (EMR) system? Fill out the questionnaire below and our vendor partners will contact you about your needs.

Image Credit: Lordn / Getty Images


The Verdict

AdvancedMD is one of the most comprehensive EMR systems we reviewed and our best overall pick. Although it has a bit of a learning curve, it is a feature-rich and relatively cost-effective platform.

Adam Uzialko
Adam Uzialko
business.com Staff
Adam Uzialko is a writer and editor at business.com 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.