We are happy to announce that we have upgraded the processing engine for the Claim Inspector.

During our testing of the new claim Inspector, we determined that some client may see an familiar edit “Source of Payment you have chosen is not typical for this carrier”. Please follow the Steps provided in the Full Error Message to resolve the edit.  If you need help determining what Insurance Source or type to choose, please see this article. Payment Source and Insurance Type.

Great News for our clients!

The new contact management center is now available!

This will allow ADP AdvancedMD Administrative Clients to manage some of the basic areas, for their communications with ADP AdvancedMD. (Support contacts etc…) The Administrators in your office may now update their Company Contacts, create new contacts, delete contacts and may update their Company Address as well.

• No more sending emails to update your Support Contacts.
• No more waiting to have your Support Contacts updated by our team.

Go to our Support Corner at:  Support.advancedmd.com/ Go to our support page and here you will find the Contact Management Center link.

You may also request an emailed link be sent to your office Administrator by calling the Support Department at 888-700-9060.

Microsoft released Windows XP in 2001—almost 13 years ago—and stopped selling it in June 2008—almost 6 years ago. The time has now come for ADP AdvancedMD to say goodbye to Windows XP, due to the “end of life” status. Running Windows XP puts you, our customers, at significant risk of well-known, frequently-exploited security vulnerabilities. Microsoft is no longer releasing updates to fix these known issues and security risks & is considering Windows XP in an “end of life” status.

Microsoft also ended “mainstream support” for Windows Vista in April 2012, and AdvancedMD ended support for Windows Vista in July 2013. While Microsoft continues to release security updates for Windows Vista, it is still less secure than newer versions of Windows. Equally important is the fact that, because AdvancedMD doesn’t support Windows Vista, we can’t provide you with the same level of assurance that your data will be protected against software defects.

Because of these risks, ADP AdvancedMD will no longer allow access to our PM or EHR applications from any PC using Windows XP and Vista. This will be effective as of November 11th 2014.

Frequently Asked Questions:

How do I know if I’m using Windows XP and/or Vista?

Microsoft offers this site to determine which operating system you are using.

What operating system should I upgrade to?

We currently support Windows 7, 8 & 8.1. To avoid having to upgrade again in the near future it is recommended that you upgrade to windows 8.1, or as high as your computer will allow.

Do I need to buy a new computer?

Every computer is unique, so this will need to be determined on an individual basis.  Check our System Requirements to see if your computer meets our minimum system requirements. You should also look at Microsoft’s System Requirements.

My PC needs to be replaced, does ADP AdvancedMD sell or lease computers?

ADP AdvancedMD does not sell or lease computers or printers.

What type or brand of PC should I buy?

Due to the hundreds of brands, types, and configurations available, it’s impossible for ADP AdvancedMD to recommend a specific PC.  Please see our System Requirements to help guide your decision. If you have further questions, please contact your local IT professional.

My PC needs to be replaced, is my data safe?

Because our applications are cloud-based, all information entered in to our PM or EHR application is safe and secure. Depending on your situation and work flow, you could also have some ADP AdvancedMD data on your PC that may need to be backed-up. Consult your local IT professional as needed.

This article is meant to be used as a reference to assist you in looking up CPID’s by Payor ID. It is also useful in resolving the Unbilled Tab edit you may see called “Carrier CPID must be 4 Digits and cannot start with a 0.”   Understanding Payor ID’s and CPID’s:

What is a CPID? A cpid is a unique, four-digit number that only Relay Health uses internally to identify payors. This number needs to be entered into your carrier master file if you plan on billing carriers electronically.

What is a Payor ID: A payor ID is a universal 5-digit number each carrier in the United States has been assigned. They can often be found on the patient’s ID card, or by calling the customer service line at the carrier. This number is not typically used in the ADP AdvancedMD Software.

How to Look Up Carrier Four Digit CPID’s Using the 5-Digit Payor ID on the Relay Health Website

1. First obtain the 5-digit payor ID by either calling the carrier, or looking on the patient ID card if the carrier has printed the number there.
2. After obtaining the 5-digit payor ID, you can then access the Relay Health website by logging into ADP Advanced MD, and going to Master Files, Carriers, Carriers, and pulling up the carrier you wish to add the CPID to. In the lower right-hand side of the carrier master file, click on the Clearinghouse Website hyperlink as shown in the example:

This will open the Relay Health Website. Once the screen opens, click on Payor Connections located on the upper left hand side:

  Next, click on the first report listed: Institutional and Professional-Commercial and State:

Next, the following trick will help you easily locate your payor by using the 5 digit payor ID. On your keyboard, hit the CTRL key and hold it down while pressing the F key. A find dialog box will open on your Internet Explorer screen, in the upper left hand corner.

Begin typing in the 5 digit payor ID into the Find box. In this example, we will use the five digit payor ID for Utah Medicaid, which is SKUTO. Notice after you type in the 5-digit payor ID, it will automatically be highlighted where it appears on the payor Report:

The CPID is the 4-digit number found at the beginning of the carrier name. So, for our example, the CPID would be 1486 for Professional claims, and 1528 for Institutional claims. Be sure to always select the CPID that has a “P” (for Professional) or “I” for Institutional found on the right hand side of the column:

 ***Note: If you see a “Y” in the first column as shown above, this means this carrier requires an EDI agreement in order to submit claims through Relay Health. If you send claims electronically to the carrier without an EDI agreement in place, Relay Health will drop the claims to paper and mail them for you. There is a charge for each claim that gets mailed out. Please contact our Enrollments team for instructions on obtaining an EDI agreement if the carrier requires it. ***

You are now ready to enter in your 4-digit carrier CPID into your carrier master file. Don’t forget to save your changes.

Today, Sept/10/2014… We experienced slowness issues within our application. This issue has since been resolved.

If by chance you are still experiencing a problem of this nature please contact Support at 888-700-9060 to report the issue.

Thank you again for your patience.

To enhance Security with your account, AdvancedMD is now requiring an email address for every user.  Starting on 9/16/2014 at approx. 10:00 PM  we will begin capturing User Account Email addresses at log in.  For more information on this new enhancement please read the Quick Reference Guide: QRG – UAM

ADP AdvancedMD has tested and passed certification as a Complete 2014 EHR under the Drummond Group’s Electronic Health Records Office of the National Coordinator Authorized Certification Body (ONC-ACB) program.
Press Release: ADP AdvancedMD EHR Receives ONC-ACB Certification by Drummond Group.

Our Complete EHR is 2014 Edition compliant and meets the criteria for both Stage 1 and Stage 2 meaningful use measures.  While many of the objectives themselves are the same, the actual measures are different from those of the previous edition (2011-2013); even going from Stage 1 to Stage 2, in version 2014, you’ll notice a change in the Thresholds, some objectives have been combined in Stage 2, & menu objectives in Stage 1 become core objectives in Stage 2.
2014 Stage 2 places an emphasis on patient safety & engagement,  coordination of care, & interoperability, which requires the use of SNOMED & LOINC codes to gather data.

2014 is the last opportunity to start participating & earn the incentives. Medicare EPs who are not meaningful users will be subject to a payment adjustment beginning on January 1, 2015. Medicaid EPs who can only participate in the Medicaid EHR Incentive Program and do not bill Medicare are not subject to these payment adjustments.

User Resources:
•CMS Incentive Program Registration & FAQs: EHR Incentive Programs FAQs
•CMS eHealth Programs Interactive Timeline: very useful tool for MU attestation, including links to additional resource specific to each date on the time line.

Many clients expressed concerns about the ability to meet the Clinical Summaries to Patients objective. We’re pleased to announce recent changes that will give our clients some flexibility & options.

Monday (11/17/2014) an update was released that allows you to meet the Clinical Summaries Numerator by doing one of the following:

• Patient Viewable check box selected
• Declined Clinical Summary check box selected
• Patient Note is linked to an appointment and a Clinical Summary Word Merge must be generated using a Word Docs template with ‘marked as clinical summary’ checkbox selected
• Patient Note MUST BE signed, the Note date on the Info tab must be the same as the appointment date, and aClinical Summary Word Merge must be generated using a Word Docs template with ‘marked as clinical summary’ checkbox selected
• Patient Note linked to an appointment and an Outbound CIE Clinical Summary is printed

Although we have changed the measure so it does not require linking the Patient Note to the appointment, it is highly recommended that you change the User Preference to automatically link all chart items to an appointment date. This User Preference will make the process automatic, making it more consistent and accurate.

This change can be done by setting the below Chart Tab User Preference:
Tools | User Preferences | Select the checkbox next to ‘On Chart Item Save – Auto-Link to Appt of same Date (if not already linked)’

In addition to setting the User Preferences we also recommend the best practice of signing Patient Notes. This ensures no changes can be made to the Patient Note for secure clinical documentation.

So long as the above User Preference is selected, you can retroactively link Patient Notes by opening up the note and clicking Save or using Chart Maintenance.

Please remember an efficient way to sign multiple notes at one time is through the Review Bin.

If you are up to date on your windows updates you may receive an error “An Error Has Occurred” in multiple areas of the PM application.  We have determined that this is caused by an update by ADP AdvancedMD and Windows Update on 12/9/2014.  Specifically the “Security Update for Microsoft Windows KB 3008923″ windows update.  We are currently working with Microsoft to resolve this issue.

Currently the work around is to uninstall this specific windows update.   Please keep in mind that they next time windows runs it’s updates, it is likely that this update will reinstall.  It will be necessary to remove this update every time it re-installs.  We do not recommend turning off automatic updates as you may miss other critical updates.  Please see your IT professional for other options related to stopping this update, until there is a resolution.

To remove the windows update please follow the directions below:

* Please make sure you have Admin Rights

1. Click on the Start Button.
2. Click on Control Panel.
3. From the Control Panel… Click on Programs and Features.
4. From the Navigation plane on the left, click View installed updates.
5. Scroll down the list or search for KB3008923.  Select KB3008923
6. Right click on KB3008923 and select Uninstall

If you don’t currently have a case with support and would like updates on this issue please send an e-mail to support@advancedmd.com with “HYD An Error Has Occurred” in the subject and please include your office key in the email message.    We will provide updates to all cases attached to this issue as we have them.

It is important to unsure that automatic updates are enabled on every PC that you use.  Keeping Windows updated is a big part of keeping you computer safe and secure. It also ensure that you are running on the latest and greatest software, including Internet Explorer.  To enable automatic updates please follow the steps below:

Windows 8 and Windows 8.1

To turn on Automatic Updates yourself, follow these steps:

1. Open Windows Update by swiping in from the right edge of the screen (or, if you’re using a mouse, by pointing to the lower-right corner of the screen and moving the mouse pointer up), then tapping or clicking Settings, tapping or clicking Change PC settings, and then tapping or clicking Update and recovery.
2. Tap or click Choose how updates get installed.
3. Under Important updates, select the option that you want.
4. Under Recommended updates, select the Give me recommended updates the same way I receive important updates check box, and then click Apply.

Windows Vista and Windows 7

To turn on Automatic Updates yourself, follow these steps:

1. Click Start, type Windows update in the search box, and then click Windows Update in the Programs list.
2. In the left pane, click Change settings.
3. Select the option that you want.
4. Under Recommended updates, select the Give me recommended updates the same way I receive important updates or Include recommended updates when downloading, installing, or notifying me about updates check box, and then click OK.

If you are using Internet explorer and getting  the Unsupported Browser Message when you go to our login page, there are two possible problems:

1. You are in compatibility view.
2. You are using Internet Explorer 7 (IE7) or lower.

If you are in compatibility mode, simply taking your browser out of compatibility view will resolve the issue.  Please reference this article if you need help getting your browser our of Compatibility View. http://support.advancedmd.com/2014/resources/configuring-ie/

If you are using IE 7 you will not be able to log in!  The version of Microsoft Windows you are using  is no longer support by Microsoft or AdvancedMD.  Your only option is to upgrade your browser to IE8 or later.

It is Highly recommended that you upgrade to Internet Explorer 10 or 11.  This will ensure you have the best experience possible and the highest level of security possible.

FAQ

I’m using a supported browser but I still get the unsupported browser message how can I fix this?

If you are using IE 8 or later and are not in compatibility mode, you should be able to access our applications.   It is likely that your browser is misreporting the compatibility view settings.   A browser reset will usually resolve this issue, use the following link for instructions on how to reset Internet Explorer. http://support.microsoft.com/kb/923737 if you are still having an issue please contact support.

How do I know what version of Internet explorer I’m using?

You can use the following Microsoft website to determine which browser you are using.
http://windows.microsoft.com/en-us/internet-explorer/which-version-am-i-using

How do I know what version of windows I’m using?

You can use the following Microsoft website to determine which operating system you are using.   http://windows.microsoft.com/en-US/windows/which-operating-system

It won’t let me update my browser to IE10 or IE11, my only option is IE8. What should I do?

If you do not have Windows 7 or Windows 8, 8.1 you will not be able to update your browser until you update your operating system.  Due to the complexity of upgrading your Operating system, Please refer to your local IT professional.   It is also likely that you will need to update your PC hardware to meet the minimum system requirements of  Windows 7 or higher.

Why can’t I just upgrade to IE8?

Upgrading to IE8 will allow you to access AdvancedMD,  however you will be using an outdated operating system that Microsoft nor AdvancedMd supports.  As we release our weekly updates to the PM and EHR applications it is entirely possible that you could lose some or all functionality.   It is HIGHLY recommended that you upgrade to IE 10 or 11.   We will block IE8 form accessing our applications in the near future.

If you have any other questions or feel that you are getting the unsupported browser message in error please use the links at the top of this page to contact support or call 888-700-9060.

If you still seeing a Maintenance message that we are conducting maintenance, it is required that you clear your cache.  We finished our scheduled maintenance Saturday morning, but have received reports of some clients still getting the prompt.   Please follow the steps below to Clear your cache, which will resolve this problem.

1.  Select Tools (via the Gear Icon) > Safety > Delete browsing history….
NOTE: You can also access this menu by holding Ctrl + Shift + Delete.

2. Make sure to uncheck Preserve Favorites website data and check both Temporary

3. You will get a confirmation at the bottom of the window once it has successfully cleared
Further Troubleshooting

The above procedure for clearing cache and cookies should work for the majority of websites. Including AdvancedMD PM and EHR applications.

 When should I update?

Windows 10 is the latest operating system from Microsoft, which became available July 29th. Windows 10 will include both Internet Explorer11 and a new browser called Edge.  We are currently testing compatibility with Windows 10 and IE 11 and should be fully compatible within our standard 90 day time frame.  We recommend delaying the installation of Windows 10 until testing is complete.  Also, over the next year, we are anticipating finishing development and testing on the new Edge Windows browser.

• What problems could I experience if I update to Windows 10 today? We are currently testing our applications with Windows 10 and IE11. Known issues include scanning and uploading images in our EHR.
• Don’t want to miss out on the free upgrade offer? You can reserve your copy of Windows 10 immediately. It can be downloaded today and installed on a later date of your choice.
• Already signed up for the update? No Problem, Microsoft will allow you to select when you install the update to Windows 10.
• Questions? Check out the Microsoft FAQs or call AdvancedMD Support at (888) 700-9060.

If you are using Windows 7 and internet explorer (IE)  9, you will now be see the following message:

IE 9 has fallen outside of our standard support policy, and will be blocked as of 10/31/2015.  It’s important that you upgrade to at least Internet Explorer 10, so you can continue to use our applications.  The easiest way to update your browser is to turn on automatic updates.  See this post for instructions on how to turn on automatic updates

For more information on when we block older operating systems, or browsers see our blog article When and why do we block old versions of Windows and Internet Explorer?

Charge Slip Configuration

If you use Online Charge Slips in the PM, AdvancedMD’s mobile app, EHR Charge Slips, or print Charge Slips from the PM, you will need to create ICD-10 charge slips using the Charge Slip Templates master file.

Note:  It is highly recommended to use an electronic method instead of printing as printed charge slips with ICD-10 codes will be much longer.

Note:  If you don’t post charges in the system, only use Quick Charge Entry or Transaction Entry, you do not need to update your Charge Slips.

Charge Slip Templates

Access:  Master Files | Templates | Charge Slip Templates

Create a new ICD-10 charge slip for each existing ICD-9 charge slip.  Please view the Online Charge Slips video for step-by-step instructions.  After updating your charge slips, be sure to see the sections below to also update your charge slip configuration.

Note:  For faster results use the copy feature to copy the procedure codes and then search for and select the needed ICD-10 codes.

Note:  We recommend including the name ‘ICD-10’ in the name of your new charge slips so you can easily differentiate between them and ICD-9 charge slips.

Appointment Types Master File

Access:  Master Files | Appointments | Appointment Types

To associate your new ICD-10 charge slips to your appointments, click the ellipsis in the Charge Slip field and select the appropriate ICD-10 charge slip and click Save.  Repeat this for each Appointment Type.  The indicated charge slip will be defaulted in Online Charge Slips (PM) and EHR Charge Slips and will also be used in the Standard Charge Slip report for patient’s scheduled with the appointment type.

Note:  This default can be changed whenever needed within the applicable charge entry screens and charge slip printing.

If no charge slip is selected for the Appointment Type, the charge slip listed in your Default Template system default will be used.  Please see below for more details.

Default Template System Default

Access:  Utilities | System Defaults | Appointments | Charge Slips | Default Template

When no charge slip template has been linked to an Appointment Type, the template listed in the Default Template will be used in Online Charge Slips, EHR Charge Slips, and charge slip printing.

Note:  This default can be changed whenever needed within the applicable charge entry screens and charge slip printing.

As Microsoft introduces new versions of Internet Explorer is it important to know which version your office is using to ensure it works with, and is supported by, AdvancedMD. Use this brief guide to find out what version your office is using and how to update, if needed.

Determining What Version You Use:

From any page within Internet Explorer please select the settings button, within the menu that is then opened please select the last item on the list, “About Internet Explorer.”

Choosing this option will open a dialogue box within internet explorer that will contain information about Internet Explorer, including what version your office is currently running. If you are running Internet Explorer 9 or lower your office will need to upgrade.

How to Upgrade Internet Explorer

The easiest way to update your browser is to turn on automatic updates. See this post for instructions on how to turn on automatic updates. If your office chooses to update manually you can do so by going to the Microsoft Internet Explorer Download Page located at: http://windows.microsoft.com/en-US/internet-explorer/download-ie   This page will automatically detect what version of Internet Explorer you are using and give you options and instructions for updating.

Additional Resources

Please see the Microsoft knowledge article at the following link for more information on Internet Explorer:

• Which version of Internet Explorer am I using?
  • http://windows.microsoft.com/en-us/internet-explorer/which-version-am-i-using#ie=ie-11
• Install or uninstall Internet Explorer
  • http://windows.microsoft.com/en-us/internet-explorer/install-ie#ie=ie-11

AdvancedMD’s PM & EHR applications utilize Integrated Fax to Manage information faster and more securely by converting your fax process to paperless. Combine multiple pages and file formats into a single outbound fax. Inbound pages are routed to folders in the practice management or chart folders within AdvancedMD EHR.

If you have the Integrated Fax printer already installed, remove it. To do this:

1. Open your Start Menu and select Devices and Printers or search for Devices and Printers
2. Select the Integrated Fax Printer then select Remove Device

Continue with the following steps to install the file.

1. Click on the following link to download the Integrated Fax file. Save the file to your desktop or downloads folder, do not run it yet.
2. Close all internet explorer windows, including any AdvancedMD windows that may be open.
3. Open your Start Menu and select Devices and Printers or search for Devices and Printers
4. Select Add a Printer
5. Select Add a local printer
6. Select Use an existing port and choose Updox_9100 (if this option does not exist, see below). Click Next.

A) Select Create a new port and choose Standard TCP/IP Port. Click Next.
B) Type Localhost for the Hostname or IP address, and Updox_9100 for the Port name.
C) If there is a Query the printer and automatically select the driver to use check box, clear it. Click Next.
D) Windows will then try to detect the printer, but will fail.
E) Click Custom. Click Next.

7. When you get to the window to Install the printer driver, select Windows Update

8. Once this is completed, select Cancel.

9. Run the Integrated Fax file. This will automatically set up the Integrated Fax printer.

Once the printer has been added to your system, you will need to do the following.

1. Log into your key and open Integrated Fax.
2. Open the Devices and Printer Window again. Right click the Integrated Fax printer (if it is not listed, press F5 to refresh the page) and set it as your default printer.
3. Right click and select Printer Properties and select Print Test Page. Once the test page goes to Integrated Fax, you can set another printer as default.

We recent update requires that you add providers in your PM User Setup, in order to see the Scheduler columns in our EHR Scheduler.

1. To make this change, go to Utilities> User Setup>
2. Select the use you want to update
3. Click the EHR Setup Tab
4. Move the desired providers from the Available Providers to the Selected Providers section.
5. Ber sure to Save your changes.

On January 12, 2016, Microsoft will be discontinuing support for all versions of Internet Explorer 10 or earlier for users of Windows 7.  When you open Internet Explorer a popup will appear stating that Internet Explorer 10 is no longer supported.

AdvancedMD will continue support for Internet Explorer 10 for the foreseeable future.  It is advised that you upgrade as soon as possible to Internet Explorer 11.

Please see Microsoft’s article for further information.