AdvancedMD Review: End-to-End Platform for Healthcare Teams

AdvancedMD at a Glance

AdvancedMD, based in South Jordan, Utah, is a healthcare technology provider that serves independent medical practices, multi-provider groups, and medical billing companies across the United States. Founded in 1999, the company evolved from a medical billing software reseller into a full-service healthcare IT provider offering cloud-based solutions to improve operational efficiency and patient engagement.

Their platform supports a wide range of specialties and is available nationwide, with services tailored for practices of varying sizes. Over the years, AdvancedMD has been acquired by multiple investors, most recently by Francisco Partners in 2024.

They position their medical software as a unified platform for practice management, EHR, patient engagement, payments, and analytics, with full-service RCM available for healthcare organizations that want outside billing support.

Their materials emphasize automation that lightens front- and back-office workload, embedded telemedicine and mobile apps to keep care moving, multilingual patient reminders to support access, an integrated clearinghouse connected to a broad payer network, and extensibility through APIs, interoperability options, and data export.

The aim is to give independent practices a single, configurable workflow that ties together scheduling, documentation, claims, and collections.

AdvancedMD maintains a strong reputation in the healthcare industry, which is recognized by multiple publications and industry evaluators. Forbes Advisor has named them the Best Patient Portal and one of the Best Medical Billing Software providers, and they have earned spots on TechRadar Pro’s lists for Best Electronic Health Records and Best Practice Management software. The company is also BBB-accredited with an A+ rating, reflecting a positive standing with clients and the public.

What Features & Solutions Do They Offer?

Electronic health records (EHR)

• Smart charting and customizable templates: They provide specialty-tailored templates that streamline documentation inside the AdvancedMD interface so clinicians capture consistent data with fewer clicks
• Patient cards: Their EHR software displays a concise, card-style summary of vitals, meds, allergies, labs, plans, and orders so clinicians can act quickly without hunting through the chart
• Task donuts and physician dashboard: They surface prioritized tasks and schedule insights in a role-aware dashboard so providers stay on top of critical items throughout the day
• ePrescribing and EPCS: They support electronic prescribing, including DEA-compliant EPCS and PDMP checks, so controlled-substance workflows remain safe and compliant inside AdvancedMD
• Orders and results: They integrate lab and imaging orders with automated result routing to the chart, so follow-up and care coordination happen in one place
• Immunization registry reporting: They submit and reconcile immunization data with state registries, so practices reduce manual entry and maintain accurate vaccination records
• Clinical quality and value-based reporting: They track eCQMs and MIPS measures so practices can monitor performance and simplify regulatory submissions from the same platform
• Paperless fax: They move inbound and outbound faxes directly into the chart, so documents are stored, searchable, and tied to the right patient
• Mobile EHR app: They offer iOS access to schedules, notes, orders, and eRx so clinicians can manage key tasks away from the office without disrupting workflows
• Embedded telemedicine: They connect video visits to appointment scheduling, charting, and billing, so virtual care follows the same efficient process as in-person encounters

Practice management and billing

• Patient scheduling: They provide single-screen provider and resource scheduling so staff can manage visits, wait times, and exceptions with less back-and-forth across appointment type and timing
• Patient self-scheduling: They let patients book or request new appointments through the portal, so front-desk workload drops and access improves
• Patient room tracking: They track room status and wait times in real time, so bottlenecks are visible and throughput improves
• Claims center: They centralize verification, scrubbing, submission, and collections worklists, so clean claims go out faster and denials go down
• Integrated clearinghouse: They connect to a broad payer network with ERAs and eligibility, so the reimbursement and billing process speeds up, and rework is minimized
• A/R control center: They organize follow-up by balance, age, and payer so teams can prioritize work that produces the most significant collections impact
• Central billing office tools: They support multi-site and multi-provider billing so that healthcare providers can run consolidated revenue operations
• Insurance eligibility verification: They check coverage in real time, so front-desk staff prevent surprises and reduce downstream denials
• Electronic remittance advice: They auto-post payments and adjustments from ERAs, so reconciliation is faster and more accurate
• Coding, claim inspection, and review: They flag coding and compliance issues pre-submission so errors are corrected before they become denials
• Invoicing and period close automation: They standardize statements and month-end routines so finance teams save time and improve accuracy
• Statements and e-statements: They offer digital and print-and-mail options so patients receive clear statements in their preferred channel
• Electronic faxing: They route authorizations, referrals, and records electronically, so staff spend less time managing physical paperwork
• Data conversion services: They migrate key clinical and financial data when switching systems, so practices preserve history and continuity

Patient engagement

• Patient portal: They provide secure messaging, self-scheduling, prescription orders, renewals, education, and online bill pay so patients stay connected to their care and balances, supporting patient management
• Appointment reminders: They send automated text and email reminders in multiple languages, so no-shows decrease and schedules stay full, helping streamline patient communications
• Patient communication: They enable secure two-way messaging so teams can answer patient questions quickly and keep nonurgent issues out of the phone queue
• Consent forms and eForms: They collect digital intake forms and consents that flow to the chart, so check-in is faster and patient records are cleaner
• Patient education: They let staff assign education through the portal, so care plans are reinforced between visits
• Patient kiosk (iPad): They offer an in-office kiosk for demographics, forms, and signatures, so front-desk processes move faster with fewer errors
• Reputation management: They automate post-visit surveys and review prompts so satisfied patients can improve the practice’s online presence

Telehealth and mobility

• Telemedicine visits: They deliver HIPAA-friendly video visits tied to scheduling, charting, and claims, so virtual care is billable and documented like any other encounter
• Clinical mobile app: They extend schedules, patient chart access, orders, and eRx to mobile so providers can manage care on the go within AdvancedMD
• Front office app: They allow staff to review and accept patient-submitted updates, so patient demographics and insurance data stay accurate
• Admin Connect app: They notify admins of key system events and user needs, so settings and access are managed promptly from a phone

Financial workflows and payments

• Credit card processing: They bundle in-person and online card processing so practices collect faster and support payment plans without extra systems
• Online payment portal: They let patients view balances and pay partial or full amounts online, so revenue arrives sooner with fewer calls
• Electronic statements: They provide flexible statement delivery so practices meet patient preferences while reducing time to payment
• Payment plans: They support stored cards and structured plans, so outstanding balances are reduced, and collection costs drop

Reporting and analytics

• Advanced reporting and analytics: They present interactive BI dashboards across providers and locations so a practice’s financial performance, trends, and daily operations are monitored
• Standard report center: They supply an extensive library of configurable reports so teams can answer day-to-day operational and financial questions quickly
• Data access options: They offer ODBC and data-warehouse connections so organizations can extend analytics in external tools without complex exports

Revenue cycle management services

• Full-service RCM: They combine technology and billing expertise so practices can outsource collections and still maintain clear performance visibility
• Billing service marketplace: They match practices with vetted billing partners by specialty and payer mix, so revenue operations scale without hiring

Integrations and interoperability

• Interoperability hub: They connect to HIEs and external systems, so data follows the patient, and continuity of care improves
• Open API architecture: They provide APIs and FHIR-friendly endpoints so developers can extend AdvancedMD and fit unique workflows
• Integrations marketplace: They curate partner apps across engagement and care coordination so practices add capabilities without custom builds
• Data export: They support encrypted exports and backups, so practices maintain portability and meet data retention policies

Compliance, privacy, and security

• HIPAA and privacy program: They publish policies and notices that govern protected health information, so practices can meet privacy obligations with confidence
• Information security: They apply cloud security, redundancy, and backup practices so critical clinical and financial data remain available
• Multi-factor authentication: They add MFA to user sign-in, so unauthorized access risk is reduced across clinical and billing tools
• EPCS certification: They certify controlled-substance e-prescribing, so prescribers meet DEA requirements without leaving the platform
• Regulatory reporting support: They streamline MIPS, MU, and immunization reporting, so compliance work takes fewer hours each reporting period

What Plans & Pricing Do They Offer?

AdvancedMD does not publicly list exact prices; costs vary based on practice size, specialty, encounter volume, and selected features. They state that they offer both per-provider and per-encounter pricing models and revenue cycle management services billed as a percentage of a practice’s monthly collections.

Some of their features, such as telehealth, EPCS, and patient engagement tools, are available as add-ons to the core platform.

To learn about pricing, you can use their “Build a Bundle” à la carte model, which allows you to take a self-guided tour, choose the features you need, and receive a custom quote.

They also offer standard pricing for specialty editions, basic packages, core features, add-ons, and separate pricing for RCM and billing services, including percentage rates, multi-client tiers, volume discounts, and add-on features.

The Advantages of AdvancedMD

• Unified, end-to-end platform for independent practices: Scheduling, documentation, claims, and collections are consolidated across the entire software suite, which reduces re-entry, improves handoffs, and helps lean teams stay coordinated
• Flexible pricing structure that fits different volumes: Availability of per-provider and per-encounter models allows alignment with visit patterns, helping high-volume clinics control unit cost while smaller specialties avoid paying for unused capacity
• Customizable clinical workflows and templates: Specialty-tuned templates and configurable dashboards let clinicians document faster and more consistently, which supports quality measures and audit readiness
• Integrated telehealth and mobility across roles: Telemedicine and role-based mobile apps keep charting, orders, and billing connected outside the office, which improves continuity of patient care and same-day charge capture
• Built-in clearinghouse connectivity and A/R controls: Eligibility, ERA posting, and A/R worklists shorten the path from visit to payment, which can lift cash flow and reduce denial-related rework
• Patient engagement that supports access and collections: Portal services, reminders, and online payments meet patients where they are, which can reduce no-shows and accelerate balance resolution
• Reporting and open data access for decision-making: Interactive dashboards and ODBC or data warehouse options enable KPI monitoring and extended analytics in familiar BI tools
• RCM outsourcing: Full-service RCM keeps billing expertise and technology under one umbrella, which simplifies accountability and reduces vendor sprawl

Their Disadvantages

• Learning curve and click-heavy navigation for new users: Initial setup and daily use can feel complex until workflows are tuned, which may slow teams during the first weeks of adopting new software
• Opaque pricing that requires a quote: Public rate cards are not listed, which makes early budgeting and peer comparisons harder until the bundle builder and sales proposal are completed
• Total cost that can rise: Optional modules such as telehealth, patient engagement, EPCS, and advanced reporting influence subscription totals, which can increase long-term spend if many extras are needed
• Implementation timelines that vary by configuration: Project duration depends on specialty, data conversion, and training availability, which may delay go-live for complex, multi-site, large practices
• Support experiences that differ by case severity: Response quality appears to vary in public reviews, which could create uncertainty during peak clinic hours if customer service calls stack up
• Contract challenges friction reported by some clients: Reports of term changes, billing adjustments, or feature updates appear in consumer forums, which may require closer oversight of account governance

The AdvancedMD Customer Experience

Customer feedback is mixed across major review sites. Trustpilot shows 2.5 out of 5 from 1,047 reviews, G2 lists 3.6 out of 5 from 62 reviews, and Capterra reports 3.6 out of 5 from 472 reviews.

The Better Business Bureau website displays an A+ letter grade and a customer review average of 1.86 out of 5 from seven reviews, with 33 complaints in the past three years and nine closed in the last 12 months.

Positive feedback

Many users state that the AdvancedMD platform ties core workflows together in a way that helps daily operations, often calling out the ease of use of scheduling once configured, straightforward navigation after setup, and reporting that supports accountability. Some reviewers describe positive experiences with billing tasks and note that having an EHR and practice management system in one place improves handoffs. Several comments highlight the company's customer service, mentioning helpful staff interactions and training that made adoption smoother.

Other favorable reviews highlight customization options that let teams tailor templates and processes to their specialty, which they say reduces workarounds. Additionally, several users describe patient intake and scheduling as efficient when the system is configured to their clinic, and they credit consolidated tools with keeping charting and charge capture aligned.

Critical feedback

Common complaints include a steep learning curve, multi-click navigation, and performance issues such as timeouts or lag that disrupt documentation. Reviewers also report onboarding delays and dissatisfaction with the responsiveness of their technical support during busy clinic hours. Several posts also describe frustration when specific capabilities require extra steps or product changes alter familiar workflows.

Negative reviews frequently include concerns about cost sensitivity and contract terms, such as added fees or difficulty exiting agreements. Some reviewers describe portal or connectivity issues that affected patient access, and others reference disruptions tied to third parties they say influenced billing or clearinghouse processes.

Company response

AdvancedMD engages on the BBB site, acknowledging concerns, routing cases to implementation, sales, collections, or legal, and sometimes documenting credits or consultant reassignment to address issues. Recent BBB threads show follow-ups and status updates that indicate an effort to close cases even when customers remain dissatisfied.

Customer Support Options

They route help through a centralized support hub with live chat, a contact support case portal, phone at (800) 825-0224, and an after-hours emergency phone at (888)-700-9060.

They provide a learning center for self-help and enablement, including videos, a blog, e-guides, recorded webinars, and product sheets. Furthermore, they offer paid one-on-one training for $150 per hour.

Conclusion

AdvancedMD offers a unified platform for practice management, EHR, patient engagement, payments, analytics, and optional RCM, which helps clinics consolidate workflows and scale on one system.

They wire automation into scheduling and claims, connect to a broad clearinghouse network, and fold in telehealth plus mobile apps. With open integrations, their platform lets you bolt on what you like while keeping most work inside one hub instead of juggling a stack of vendors. Their strengths show up in everyday operations and cash flow. When scheduling, documentation, and charge capture live together, missed charges tend to drop, while ERA posting and A/R worklists help money move faster.

However, their tradeoffs include a learning curve, quote-based pricing, add-on costs for some modules, timelines that vary by setup, and mixed reports about support responsiveness.

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