Advanced MD & ICANotes Integration

Advanced MD & ICANotes Integration

Index

  • Introduction
  • High-Level Overview
    • OUTPATIENT:
    • INPATIENT:
  • Preparing Your Data in AdvancedMD and ICANotes
    • Provider IDs / Scheduler
    • Facility IDs

AdvancedMD / ICANotes Integration

Introduction

This guide provides a very high-level overview of the actions needed to generate charts and transmit charges to AdvancedMD from within ICANotes and highlights considerations that users of the integration should be familiar with. It presupposes a basic familiarity with ICANotes functionality. If you are unfamiliar with the concepts presented here, please arrange for a free consultation with our product specialists at https://icanotes.as.me/onboarding.

For assistance in performing the tasks detailed in this guide, or for any other general ICANotes usages questions or concerns, please contact our 24/7 Support Team at 443-569-8778 or by email at ticket@icanotes.com, or by live chat at www.icanotes.com. For technical issues pertaining specifically to the integration, such as charges not transmitting, please ask for assistance from the integrations department when you reach out.

High-Level Overview

OUTPATIENT:

  • A chart will be created / updated for a patient in ICANotes with demographic and insurance information which will also create / update a chart for the patient in AdvancedMD;

  • An appointment will be created for this patient in ICANotes;

  • A note will be created for this patient in ICANotes with diagnosis and charges;

  • This note will be linked to the appointment made for the patient previously;

  • The charges, insurance and scheduling for the note will be sent to AdvancedMD via ICANotes’ Billing and Productivity Report;

  • AdvancedMD will update the chart in its system for the patient with the charges, insurance and scheduling for the visit once the charge is approved from the Claim review queue. Once the chart is refreshed in AdvancedMD, the updated data will show.

INPATIENT:

  • A chart will be created / updated for a patient in ICANotes with demographic and insurance information which will also create / update a chart for the patient in

  • AdvancedMD;

  • You have the option to create an appointment for this patient in ICANotes;

  • A note will be created for this patient in ICANotes with diagnosis and charges;

  • This note will be linked to the appointment made for the patient previously should you

  • choose to do so;

  • The charges, insurance, and scheduling for the note will be sent to AdvancedMD via

  • ICANotes’ Billing and Productivity Report;

  • AdvancedMD will update the chart in its system for the patient with the charges, insurance and/or scheduling for the visit pending review from the AdvancedMD Claim Center. Once the chart is refreshed in AdvancedMD, the updated data will show.

Preparing Your Data in AdvancedMD and ICANotes

There are several pieces of data that must be entered in both ICANotes and AdvancedMD for the integration to work properly.

  • Provider IDs / Scheduler

  • Facility IDs

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