What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicingVeterinary & Pet CareFewer missed reminders, cleaner records and billing that gets paid
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
How we workLet's talk →
Home/AdvancedMD/AdvancedMD Patient Portal Automation Experts
AdvancedMD

A Message in the AdvancedMD Patient Portal Still Needs Someone to See It.

AdvancedMD's patient portal, available on the web and as a companion app, lets patients request appointments, send secure messages, view visit details, and handle some intake paperwork, separate from the staff-facing side of the software. What it doesn't do is tell anyone the moment something new comes in. We build the part that watches the portal and routes what lands there into whatever the practice actually uses day to day.

What the AdvancedMD patient portal app actually covers

Patients use the portal to request an appointment time, message the practice directly, review visit summaries, and in some setups fill out intake forms ahead of a visit. It's a separate login from the provider and staff side of AdvancedMD, and the mobile app mirrors most of the same functions for patients who'd rather not log in through a browser.

For the practice, the portal is genuinely useful, it cuts down on phone calls for routine requests. The part that usually falls through is what happens after a patient hits send: nothing in the portal pushes that request anywhere else automatically.

The part that still depends on someone checking

Most practices end up treating the patient portal like a separate inbox someone has to remember to open, on top of the phone, the fax, and whatever else is already coming in. A new appointment request or a secure message can sit for hours if the front desk is mid-visit with another patient, and there's no native alert that tells anyone it's waiting.

AdvancedMD doesn't expose portal activity through a webhook or an API a practice can casually subscribe to for this kind of real-time alerting, so the automation has to work the way a staff member already does, checking the portal itself, just on a schedule a person wouldn't keep up with on their own.

What we build around AdvancedMD's patient portal

01

New-request alerts

We watch for new appointment requests or messages coming through the portal and route them to a shared inbox or a text alert, so the front desk isn't checking a separate tab between patients.

02

Intake form handoff

When a patient fills out an intake form through the portal ahead of a visit, we push the relevant fields into whatever the front desk actually works from, so nobody re-types what the patient already entered once.

03

Patients using the AdvancedMD portal with nobody watching it in real time?

Tell us what should happen the moment a patient messages or requests an appointment, and we'll build the automation that makes it happen without someone babysitting a tab.

Let's talk

Running your front desk on AdvancedMD and still losing requests in the patient portal?

The patient portal is one entry point into your practice. We build the automation for whatever else arrives manually too, phone requests, faxed referrals, or anything else that still depends on someone catching it.

Let's talk →

Questions people ask

What can patients do in the AdvancedMD patient portal app?

Request appointments, send secure messages to the practice, review visit summaries, and in some configurations complete intake forms ahead of a visit. The app covers most of what the web version does, for patients who prefer it.

Can staff get notified when a patient sends a portal message?

Not automatically through AdvancedMD itself. The portal doesn't push a built-in alert to staff when new activity arrives, which is usually why practices end up building a separate notification layer on top of it.

Is the AdvancedMD patient portal a separate login from the provider side?

Yes. Patients log into the portal through their own credentials, entirely separate from the staff and provider login used to run the practice side of AdvancedMD.

Does the AdvancedMD patient portal handle intake forms?

In setups where it's enabled, patients can complete intake paperwork through the portal before a visit. Whether that data flows cleanly into the rest of the chart depends on how the practice has it configured.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.