How do I generate reports in AdvancedMD?

Asked a month ago
Generating reports in AdvancedMD is a straightforward process that can significantly enhance your practice management and decision-making capabilities. First, users need to log into the AdvancedMD dashboard. Once there, they should navigate to the "Reports" section, typically found in the main menu. AdvancedMD provides a variety of predefined reports tailored to different aspects of practice management, such as financial, operational, and clinical reports. To create a specific report, users can select the type of report they wish to generate based on their needs. It is important to input the necessary filters such as date ranges, physician, department, or patient demographics to customize the report accurately. After setting the desired criteria, users can click on the "Generate" button. Once the report is generated, it can be viewed directly on the screen, and users often have the option to export the report in different formats, including PDF or Excel, for further analysis or sharing. For those seeking specific reporting capabilities or functions, AdvancedMD's website may have additional resources or guides available.
Jeff Whelpley is the editor / author responsible for this content.
Answered Oct 21, 2025

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