Start Here
AdvancedMD runs the core record: the schedule, the chart, the charges, the claims. It also ships an open API, ODBC access, and a partner marketplace for exactly this reason. The system was built to connect.
The trap is connecting by feature instead of by outcome. Most practices add integrations the way they add subscriptions: something looked useful at a conference, and eighteen months later nobody can say what it changed. So this guide holds every entry to one standard. Each integration below is described by what it should change in your practice, with one check to run before you sign anything.
The rule underneath all twenty: an integration is a claim about a number. Fewer no-shows. Faster cash. Fewer manual touches. A report somebody finally trusts. If nobody can name the number a connection is supposed to move, it’s a subscription, and you have enough of those.
The Front Door
1. Online scheduling. Patients book and reschedule themselves, straight into your AdvancedMD schedule. What it should change: after-hours bookings appear, phone volume drops, and empty slots refill without staff touching them. Before you add it: count the calls your front desk takes per day that are pure scheduling. That’s the workload on the table.
2. Digital intake and consent. Demographics, history, insurance cards, and signatures arrive complete before the visit, filed to the chart. What it should change: no clipboard, no re-keying, and fewer claims that die later on a typo made at the counter. Before you add it: pull ten recent registration errors and trace what each one cost downstream.
3. Reminders and two-way texting. Automated confirmations patients can answer, with responses written back to the schedule. What it should change: your no-show rate, by name and by number. Before you add it: know today’s no-show rate. If nobody can produce it, fix the measurement first; you can’t prove the tool worked without the before.
4. Eligibility and benefits verification. Coverage checked automatically before the visit instead of discovered broken after it. What it should change: denials that cite eligibility should approach zero, and the copay conversation happens at check-in, while the patient is standing there. Before you add it: count last quarter’s eligibility denials. That count is the business case, or the reason to pass.
The Visit
5. Telehealth. Video visits that live on the schedule and document into the chart like any other appointment. What it should change: same-week availability and fewer late cancels converting to zero revenue. Before you add it: check what your payer mix actually reimburses for virtual visits, per payer, in writing.
6. AI scribe and ambient documentation. The visit is captured and drafted into a note the clinician reviews and signs. What it should change: notes finished the same day, and the unsigned backlog stops growing. Before you add it: measure time-to-signature now. And keep a person in the loop on every note; a machine may draft, a clinician must own.
7. E-prescribing with controlled-substance and PDMP support. Prescriptions sent electronically with the database checks built into the workflow. What it should change: callback volume from pharmacies, and compliance steps that happen by default instead of by memory. Before you add it: list your state’s requirements and check which ones currently depend on someone remembering.
8. Lab orders and results. Orders out and results back inside the chart, flagged for review. What it should change: no more faxed results waiting in a pile, and no result signed off without a record of who saw it. Before you add it: ask your team how a critical result would be caught today if the ordering clinician were out for a week.
Money In
9. Clearinghouse and claim scrubbing. Claims checked against payer rules before submission, rejections caught while they’re still editable. What it should change: your clean claim rate, measured, and rework hours falling. Before you add it: pull your current first-pass rate. If the number surprises you, this guide explains why it was invisible.
10. Patient payments. Text-to-pay, cards on file, and posting that happens without a person keying it. What it should change: patient balances collected in days instead of statements, and posting labor near zero. Before you add it: count how many statements it takes, on average, to collect one balance today.
11. Payment plans and financing. Larger balances split automatically, charged on schedule, without staff chasing. What it should change: balances over a threshold stop aging into write-offs. Before you add it: pull the dollar value of patient balances past 90 days. That’s the pool this connection works.
12. Collections handoff. Accounts that cross your aging line move to the agency automatically, with the paper trail attached. What it should change: nothing sits in the dead zone between “we should send this” and “we sent it.” Before you add it: find out how long that gap runs today. In most practices nobody knows, which is the answer.
Seeing It
13. Reporting and analytics. Your AdvancedMD data flowing into purpose-built reports instead of exports and spreadsheets. What it should change: the owner stops making decisions on numbers they don’t believe. This is its own discipline; the AdvancedMD reporting page covers what trustworthy looks like. Before you add it: name one report you currently doubt, and why.
14. Enterprise data connection. For groups with multiple locations: every site’s data in one place, one version of the truth. What it should change: cross-site questions get answered in minutes, from one source, instead of assembled from arguments. Before you add it: write down your worst cross-site question and how long it took to answer last time. This is the build for practices at that scale.
15. Accounting sync. Deposits, adjustments, and refunds flowing into your accounting system without manual re-entry. What it should change: month-end close gets shorter, and the books match the practice management system without a reconciliation hunt. Before you add it: ask your bookkeeper how many hours last month went to matching deposits by hand.
16. Document management and e-fax. Inbound faxes and documents landing in the chart as searchable files, routed to the right person. What it should change: the printer pile disappears, and nothing clinical waits in a tray overnight. Before you add it: count what arrives by fax in one week.
Running It
17. Patient portal and messaging. Statements, results, forms, and questions handled in one place patients actually use. What it should change: routine calls fall, and the front desk stops being a switchboard. Before you add it: sample a day of inbound calls and count how many were questions a portal answers.
18. Satisfaction surveys and reviews. Feedback requested automatically after visits, with happy patients routed to public reviews. What it should change: your review count and rating, and early warning when a location or provider trends down. Before you add it: check your current review velocity. One a month means the machine isn’t running.
19. Marketing and CRM. Campaigns, recalls, and reactivation driven by what’s actually in the schedule and the chart. What it should change: patients overdue for follow-up get found and booked instead of forgotten. Before you add it: count patients seen last year with no future appointment. That list is the revenue this connection chases.
20. Health information exchange. Records moving between your practice and hospitals or other groups without fax-and-scan. What it should change: transitions of care documented in the chart automatically, and referral loops that actually close. Before you add it: trace one recent referral from send to documented outcome and count the manual steps.
The Check That Beats All Twenty
Work backward from the outcome, never forward from the catalog. Before any connection gets a signature, write one sentence: this integration will move this number from here to here by this date. Then measure it sixty days after go-live. A connection that can’t survive that sentence doesn’t earn a login.
And sequence by the leak, not the list. Cash tight? Start at entries 9 through 12. Team drowning in manual work? Entries 1 through 4, and the automation page shows what deleting work looks like. Reports you don’t trust? Entry 13 before anything else, because every other integration gets judged by numbers, and the numbers have to be believable first.
Where to Start
You don’t need twenty connections. You need the two or three that move your worst number, and proof they moved it.
Book a 30-minute look. Bring the integration you’re considering, or the problem you’re hoping it fixes. You’ll leave knowing the number it has to move, and whether your own data says it will. If you’d rather start smaller, the Practice Cash Scorecard takes three minutes and shows where you stand.
PracticePath is not affiliated with, endorsed by, or sponsored by AdvancedMD. AdvancedMD® is a registered trademark of Global Payments. All references to AdvancedMD are for informational purposes and to identify the software environment our services support.