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. The two releases before it are covered in the Winter 2026 summary and the 2025 Summer summary.
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 hard into AI in the clinical workflow, with a few items built specifically for behavioral health and group practices. The AI Clinical Assistant note suggestions connect directly to the unsigned-notes problem: faster notes mean earlier signatures, which the unsigned notes guide covers. And if the eligibility checks or the mass write-off map to something you have been trying to fix, the automation services page covers how these get built into a workflow that holds.
New features land every release. Whether a practice feels them depends on how the system is run, which is most of what the mixed reviews are really describing.
Questions people ask
When did the AdvancedMD 2026 Summer Release come out?
The AdvancedMD 2026 Summer Release rolled out to users on June 9, 16, and 25, 2026. One piece came later: charge slips for group appointments that generate and sign themselves were set for July 9, 2026. A charge slip is the record of what was done at the visit, and it’s what becomes the bill.
What’s new in the AdvancedMD 2026 Summer Release?
The changes that touch cash most are eligibility checks on a patient’s second and third insurance plans, a one-step mass write-off, and AI suggestions for note fields. An eligibility check confirms a patient’s coverage before you bill. The release also adds fee schedules (your price list for each insurer) by location, computer-assisted coding, group session coding, and a redesigned patient portal.
Does the AdvancedMD 2026 Summer Release help behavioral health practices?
Yes, AdvancedMD built two features with behavioral health and group therapy practices in mind. Group appointment coding lets you code a group session once and apply it to every patient, with per-patient changes. The mass write-off clears the amount above what the insurer allows and moves the rest to the patient’s balance in one step. It’s aimed at practices with a large share of Medicaid patients.
Which AdvancedMD 2026 summer features should I look at first?
Start with the three that affect cash and notes most: second and third insurance eligibility checks, the mass write-off with balance transfer, and the AI Clinical Assistant’s note suggestions. Checking every plan a patient has before you bill cuts rejections (claims bounced before they reach the insurer) and visits that never get billed. Faster notes also mean earlier signatures.
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