---
title: "AdvancedPM Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about AdvancedPM Software - reviews, pricing plans, popular comparisons to other Unified Communications products and more."
source_url: "https://www.capterra.com/p/90209/AdvancedPM/"
page_type: "product"
language: "en"
---

# 

 AdvancedPM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

AdvancedPM

## What is AdvancedPM?

AdvancedPM includes medical scheduling, billing, reporting and an entire suite of productivity-enhancement tools to help streamline the business side of your practice. Our practice management solution creates a positive experience for your front desk while increasing cash flow. Each click, feature and flow is designed for peak staff efficiency, cost management and patient satisfaction. Healthier practice = healthier patients.

## What is AdvancedPM used for?

[Electronic Medical Records](https://www.capterra.com/electronic-medical-records-software/)[Cloud PBX](https://www.capterra.com/cloud-pbx-software/)[Substance Abuse EMR](https://www.capterra.com/substance-abuse-emr-software/)

Top alternative

Featured

Overall rating

Based on 81 user reviews

Reviews sentiment

Positive

88%

Neutral

9%

Negative

4%

Starting price

$429

Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for AdvancedPM?[Manage this product listing](https://www.g2.com/products/avaya-unified-communications/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### AdvancedPM

4.3 (81)

VS.

[4.6 (114)](https://www.capterra.com/p/129851/MedicsPremier/reviews/)

Starting Price

$429

Per Month

Starting Price

$350

Per User, One Time

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.1 (78)

Ease Of Use

4.5 (114)

Value For Money

4.1 (63)

Value For Money

4.4 (91)

Customer Service

4.3 (72)

Customer Service

4.4 (110)

## AdvancedPM alternatives

[4.3 (498)](https://www.capterra.com/p/110018/rxnt/reviews/)

Starting price

$32.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.0 (41)](https://www.capterra.com/p/116370/PracticeSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

71%

of reviewers

rated it above 4 stars

[athenaOne](https://www.capterra.com/p/98735/athenaOne/)

[3.8 (913)](https://www.capterra.com/p/98735/athenaOne/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

70%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/98735/athenaOne/)

[Qualifacts Insync](https://www.capterra.com/p/144484/InSync-EMR/)

[4.5 (392)](https://www.capterra.com/p/144484/InSync-EMR/reviews/)

Starting price

$75.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/144484/InSync-EMR/)

## FAQs about AdvancedPM

Overview

### Which roles and teams benefit most from AdvancedPM?

AdvancedPM is most used by practice managers, billing teams, and office administrators in healthcare settings. Practice leaders rely on it to oversee scheduling, operations, and staff coordination, while billers and coding specialists use it to manage claims, payments, and revenue workflows. Administrative teams benefit from centralized patient and office management tasks.

Answer based on 70 reviews

Overview

### What company size and specific industries is AdvancedPM built for?

AdvancedPM is designed for healthcare organizations, including physician practices and clinical settings, serving physicians, physician executives, clinical managers, practice managers, office managers, office administrators, healthcare executives, nurse practitioners, and physician assistants. It is best suited to small and mid-sized medical practices and administrative teams in the healthcare industry.

Features and Usability

### What are the key features of AdvancedPM?

AdvancedPM includes core practice management features such as appointment scheduling, billing and invoicing, claims management with claims scrubbing, and insurance eligibility verification. Reviewers also frequently mention reporting and collections tools, plus differentiators like EMR/EHR integration, ERA posting, customizable reports, and mobile access for managing schedules and patient information.

Answer based on 33 reviews

Limitations

### Does AdvancedPM have bugs or performance issues?

AdvancedPM works reliably for many practices, but occasional freezing, browser-related issues, and slow screen loads do come up for some users. Front-desk staff and billing teams often mention that support can help resolve problems, though response times vary and certain setup or implementation issues may take longer than expected to fix.

Answer based on 17 reviews

Getting Started and Support

### How easy is it to onboard and train a team on AdvancedPM?

AdvancedPM offers in-person training, live online sessions, webinars, documentation, and videos. Many front-office and billing users learn the basics quickly because the system feels user-friendly, while admins and teams using more features often need more time. Reviewers describe helpful initial training and support, but say complex setup and limited training depth can slow adoption.

Answer based on 20 reviews

Getting Started and Support

### What customer support options does AdvancedPM offer, and how do users rate the experience?

AdvancedPM offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe support as easy to reach, knowledgeable, and quick to help, especially during onboarding. Some reviews mention inconsistent issue resolution, unhelpful help articles, and delays reaching support when problems are urgent.

Answer based on 23 reviews

Features and Usability

### How easy is AdvancedPM to use day to day?

AdvancedPM handles everyday scheduling, billing, and patient entry with a generally approachable interface for most medical office teams. Many users say staff can learn basic workflows quickly, especially with training, but some find billing steps confusing, dislike switching between systems, and prefer the mobile experience over the desktop version.

Answer based on 33 reviews

Features and Usability

### How well does AdvancedPM handle claim reporting?

AdvancedPM supports claim reporting with claim tracking, scrubbing, collections views, and insurance billing tools that help many practices monitor revenue cycle activity. Billing teams and smaller practices often value the visibility, but some users find simple reports harder to locate, want better troubleshooting detail, and feel custom reporting needs extra effort.

Answer based on 22 reviews

Features and Usability

### How good is AdvancedPM for reporting?

AdvancedPM offers a wide range of reports for billing, accounts receivable, scheduling, and practice management, which many offices find useful. Teams that need standard operational reports often work well with it, but custom reporting can feel limited, less intuitive, or harder to access, especially for small practices with specific daily reporting needs.

Answer based on 22 reviews

## Features

AI summary

Based on 4,113 Unified Communications reviews

Capterra data shows that buyers of Electronic Medical Records rank the following features as their top priorities:

-   **HIPAA Compliant** (**75%** of reviewers rated this feature as critical)
-   **Patient Records Management** (**62%**)
-   **Charting** (**63%**)

AdvancedPM supports all three of the features reviewers consider most important: **HIPAA Compliant**, **Patient Records Management**, and **Charting**. Together, these capabilities help healthcare organizations protect sensitive patient data, maintain accurate and accessible records, and document care efficiently, allowing teams to improve compliance, support better clinical decisions, and keep daily workflows organized.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Appointment Scheduling

Schedule appointments via a calendar

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

AdvancedPM 90 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Appointment Scheduling: Schedule appointments via a calendar
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Claims Management: Process of submitting and following up on claims with insurance companies
- Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
- Clinic Interoperability: Securely transfer, access, exchange, integrate or use data with different providers or systems
- Clinical Notes: Record and organize clinical notes and progress notes for each patient after interaction with a physician
- Coding Assistance: Automatically generates E/M codes based on information collected during patient charting
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Documentation Management: Manage product specific documents in a categorized order
- E-Prescribing: Transmit prescriptions to pharmacies electronically
- EDI: Transfer of data from one computer system to another
- Electronic Payments: Electronically collect payments for goods or services
- Electronic Signature: Digitally sign online documents
- EMR/EHR: Create and securely store digital patient records
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- For Group Therapy: For mental health professionals providing therapy to multiple patients at the same time
- For Mental/Behavioral Health: For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc.
- For Primary Care: Designed for primary care doctors/facilities.
- For Substance Abuse Therapy: For mental health professionals that specialize in substance abuse therapy/programs
- Forms Management: Store, manage and track all forms in a centralized location
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Historical Reporting: Information, data and reports that are being tracked over time
- Imaging and X-rays: Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
- Immunization & Allergy Tracking: Manage updates to member's immunization records and track individual allergies
- Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc.
- Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
- Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Lab Integration: Receive lab results electronically
- Lab Order Management: Submit and track requests for laboratory tests
- Live Chat: Ability to chat online in real time
- Meaningful Use Certified: Standards for electronic health records (EHR) outlining how clinical patient data should be exchanged
- Medical Billing: Manage billing and payments for a healthcare provider
- Medication Alerts/Warnings: Alerts/warnings for potential allergies or interactions triggered by medications
- Medication Database: Find and verify prescription medications by color, shape or imprint
- Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Monitoring Device Integration: Allows medical providers to integrate with remote devices of many kinds in order to monitor patients.
- Multi-Location: Manage and support multiple locations
- Multi-Physician: Supports practices with multiple healthcare professionals
- ONC-ATCB Certified: Certified for healthcare IT products based on the results from ONC-ATL
- Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
- Outcome Assessment Tools: Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients
- Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
- Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
- Patient Intake: Patients can register for appointments in advance online
- Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
- Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
- Patient Scheduling: Book and manage patient appointments and follow-ups
- Physician Scheduling: Manage physician availability and schedules
- Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
- Prescription Management: Prescribing, renewing, and keeping a record of the medicines given to an individual or animal
- Progress Notes: Customizable notes that help healthcare professionals document and track patient progress
- Referral Management: Log and store the source of contacts/leads
- Referral Tracking: Log and store the source of contacts/leads
- Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
- Task Management: Create, manage and track all task activities and progression
- Telemedicine: Meet with patients remotely
- Telemedicine Integration: Provide integration with third-party telehealth applications
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Therapy Notes: Tools to help therapists document, record, and recall patient encounters
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
- Vitals Tracking: Track and measure patient's vitals
- Voice Recognition: Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.1 (77)

4.1

Based on 77 reviews

## Pricing

Value for money

4.1 (63)

Basic

$429.00

Per Month

Value for money

4.1 (63)

4.1

Based on 63 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

4.3 (72)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.3 (72)

4.3

Based on 72 reviews

## User reviews

Overall rating

4.3

Based on 81 reviews

Filter by rating

5(38)

4(29)

3(10)

2(4)

1(0)

Mentioned topic

Sorted by most recent

AN

Anonymous User

Medical Billing Manager

Insurance

### "Great PM Tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

April 12, 2022

Pros

Very easy for patients to use and they have a huge learning center so it’s easy to self start or learn new things.

Cons

Implementation is kind of a long process and there’s so much to customize that it can be overwhelming at first.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MS

Matthew S.

Medical Assitant

Hospital & Health Care

### "Mostly positive"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

April 12, 2020

Pros

It's visually appealing, which makes it easy to be able to handle multiple schedules at once. I like the appointment confirmation checklist with all of the options to document what occurred.

Cons

I have had issues with tracking payments of patients. I also do not like having to jump between the PM and EMR. I would like to have both in one.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TW

Timothy W.

Licensed Clinical Social Worker

Health, Wellness and Fitness

### "OK, but needs improvement! "

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

6/10

March 20, 2020

The program does the job in terms of keeping health record for your clients. But I believe it to be a flawed program. If they could find a way to make the desktop version as intuitive, sleek and fast as the phone application, this would be a stellar program! But because the two versions are not on par with each other and give it a mediocre rating.

Pros

I love the phone or hype adaptation for this software! It's actually better than the desktop version of the software. It functions faster, the user interface is much easier to use and very intuitive.

Cons

I do not like that you have to walk into two separate systems for scheduling and electronic help to record. That is very burdensome and the foundational flaw in the program. Also, the desktop version is not as intuitive as the phone application. I also find it annoying that you have to scroll through little boxes when you write patient notes. If you print the patient notes, the printing is atrocious as well.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DI

DEBRA I.

Practice Administrator

Medical Practice

### "Good Practice Management"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 1, 2019

Pros

Interfaces well with our EMR. Scheduling is easy, billing is easy, month end reports are complete.

Cons

Some reports are not possible or can be done thru the software

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MW

Melissa W.

Patient Liaison

Medical Practice

### "AdvancedMD PM Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

July 25, 2019

My experience has been very positive with Advanced PM. Reliable platform makes my life so much easier!!

Pros

I have used other scheduling software and Advanced MD make the whole process so much easier.

Cons

I really have no complaints about Advanced MD. It is easy to use, is very reliable, and provides solutions to all of our scheduling needs.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Tina C.

Office Manager

Medical Practice

### "Advanced MD"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

2.0

2.0

Likelihood to Recommend

6/10

May 26, 2019

Pros

I liked that it was cloud based and able to work from home with it.

Cons

The support is not very good. Hard to get accurate information and have to be on hold for too long

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Lic. Francia Sanoja B.

Nutricionista

Medical Practice

### "Management of advanced projects"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 7, 2019

Very good in the course schedule.

Pros

I love the facility for training, virtual training, the personalized and ease to adapt to any area of ​​work.

Cons

To maintain your classes and virtual training requires an excellent internet connection, if not, it would be a limitation.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JW

Jeanette W.

Practice Manager

Hospital & Health Care

### "Excellent software for insurance billing"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 6, 2019

Pros

A simple to use software for billing insurance claims. We use Practice Fusion and this is one of the few billing softwares that will "talk" to our EMR. The system is simple to set up and the company can have you up and running (using their clearinghouse) within about 4 weeks. Customer support is good. They respond quickly. Functionality saves time with ERA's and automatic posting. We have a single provider and this works great.

Cons

Can be difficult/time consuming to add another provider. You need to plan well ahead if you are going to do this.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CK

Cynthia K.

owner

Medical Practice

### "Advanced MD"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

February 21, 2019

Practice management managed with Advanced MD

Pros

Multiple reports available. All in the cloud so can store as much as you want.

Cons

Initial set up takes awhile and then the hand holding is done. Sometimes have glitches getting some insurance companies claims to go through and asking for help can be cumbersome.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

HG

Holly G.

### ""

5.0

Overall Rating

5.0

5.0

Ease of Use

0.0

0.0

Features

0.0

0.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

January 24, 2019

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/90209/AdvancedPM/reviews/)

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