This is a summary of the AdvancedMD 2026 Summer Release, rolling out to users on June 9, 16, and 25, 2026. Below is every new feature and update across practice management, the EHR, patient engagement, and mobile, with a plain description of what each one does.
If you only have time to look at a few, the ones that affect cash and documentation most are secondary and tertiary eligibility checks, the mass write-off that transfers the balance to the patient in one step, and the AI Clinical Assistant note suggestions. AdvancedMD has called out two of these as built with behavioral health and group therapy practices in mind.
Practice management
Secondary and tertiary eligibility checks. Batch eligibility checks through Change Healthcare now verify secondary and tertiary insurance. Results show on the eligibility details screen and the patient insurance card. Confirming all coverage before you submit cuts rejections and unbilled encounters.
Fee schedules by locality. You can now set charge and allowable amounts by the combination of locality, facility, and carrier, so the correct rate is used based on where care was delivered and which carrier is billed, which reduces the number of fee schedules you have to maintain.
Mass write-off over allowed amount with balance transfer. You can write off the amount over the allowed and move the remaining insurance balance to patient responsibility in one step. AdvancedMD notes it is built for behavioral health and primary care practices with large Medicaid panels. It removes the manual account-by-account balance moves.
Self-service patient contacts. Patients can manage their own contacts during online scheduling, intake, telehealth, and in the portal, synced in real time to the contact card and the audit log, which cuts manual entry of emergency, next of kin, and release-of-information contacts.
Reactivate provider request. You can create a Reactivate Provider request for termed or inactive providers in the Automation Center, selecting the provider, adding comments, and specifying who to notify.
Filter unbilled claims by batch number. You can filter unbilled claims by batch number in the Claims Center to find and manage the unbilled claims tied to a specific batch.
Improved payment reconciliation. Reconciliation statuses and carrier notes now show on the eRemittance Review report when enabled, and you can add reconciliation notes to checks directly in the ERA Center, which puts more of what you need in one place.
EHR
AI Clinical Assistant, note field suggestions. After the AI Clinical Assistant processes a visit transcript, the Note action item shows suggested values for fields like chief complaint, history of present illness, SOAP notes, and diagnosis. You review the suggestions and insert them, which cuts repeat data entry.
AI Clinical Assistant, five new action items. The AI Clinical Assistant now generates suggested action items for medications, allergies, referrals, risk factors, and patient education from the visit transcript.
Computer-assisted coding. A medical algorithm reviews clinical documentation in the EHR and suggests ICD and CPT codes, which you accept or reject with full control at every step, helping reduce coding errors and labor.
Improved allergy documentation. The Allergy Card adds better search, standardized categories aligned to CCDA and NCPDP SCRIPT data sets, and new fields for adverse event type, source, and end date, with First Databank allergen data now updated weekly.
Group appointment coding and charge slips. Assign CPT and ICD-10 codes once at the group session level and apply them to every patient, with per-patient overrides. The EHR can then generate and sign a charge slip for each patient. AdvancedMD notes it is built for high-volume group therapy practices. The auto-generate and sign portion is available July 9, 2026.
UNA Rx drug discount in ePrescribing. AdvancedMD has added United Networks of America discount information to prescriptions automatically, giving pharmacies a discount option when a patient is uninsured or a medication is not covered.
Self-service Rx form templates. State-mandated and DEA-compliant Rx form templates for printed prescriptions can now be assigned to a provider in system settings, without contacting Support to upload them.
Patient engagement
Request to skip telehealth copay. Offices that require telehealth copays can let patients request to skip the copay for a single visit, with front-office staff approving or denying it before the session, which gives you a controlled, auditable way to handle exceptions.
Redesigned patient portal with full clinical records. The portal has been rebuilt for speed and accessibility across devices, with better self-service for demographics, contacts, and cards on file. A new records feature gives patients their full clinical records, including a downloadable chart summary they can share with other providers.
Mobile
AI Clinical Assistant on mobile. The AI Clinical Assistant is now in the mobile app, with pre-visit summary, ambient listening and transcription, and action items, and you control what gets recorded and added to the chart.
Putting the new features to work
Every release brings a mix of features that move the numbers and features that just make the day smoother. This one leans into AI in the clinical workflow and includes a few items built specifically for behavioral health and group practices. PracticePath helps practices get more out of AdvancedMD by connecting it to the systems around it and turning its data into views you can run the practice on. If you want help putting any of these new features to work, book 30 minutes and we will look at your setup with you.
AdvancedMD is a trademark of AdvancedMD, Inc. PracticePath is an independent service and is not affiliated with, endorsed by, or sponsored by AdvancedMD, Inc.