Logging in to your Electronic Health Record, AdvancedMD

This article includes a video and step-by-step guide for logging into AdvancedMD (AMD). Beginning with your login credentials, it walks you through the process of logging into the Electronic Health Record (EHR) and navigating AdvancedMD EHR dashboard. It will also review key functions you will use such as the Daily schedule, AMD's messaging system, and Notification icons.

 

Video Demonstration

Note: We're now Rula! You may still hear Path in our videos from time to time and we appreciate your patience while we continue to update our content to align with our new name.

 

In this video, you will learn how to log in to AdvancedMD, navigate the EHR Dashboard, and view the Dailey Schedule, messaging, and notification features.

Logging Into AdvancedMD

  1. Open your browser window and go to login.advancedmd.com
    • Note: AdvancedMD works best with a Google Chrome browser
  2. Enter the login name and temporary password that were provided to you
  3. Entering the temporary password will prompt you to create a new password and create security questions
  4. Enter the 6-digit office key that was provided to you and matches the state in which you practice.
  5. Check the box for EHR
  6. Hit "Log in"

Note: If after entering your login credentials you see a message or alert screen, click on Snooze all at the bottom of the screen to continue onto the EHR home page.

snooze

 

AdvancedMD Password Reset

If you have forgotten your password or need a password reset, an agent on our support team will be able to assist you in getting it reset.

Once reset, you'll enter in your temporary password, then create a new password for subsequent logins.

EHR Dashboard Overview 

Once logged into AdvancedMD EHR, you will see your EHR dashboard. On the EHR dashboard, you will see the following:

  • Daily Schedule
  • AMD's messaging system
  • Notification icons

Note:

  • In the top, right-hand corner of the page you should see the phrase "Back to Classic." This means you are in the correct view.
  • If you see the phrase, "Card Chart View," you'll need to click on the phrase and choose "Reload" to be brought to the correct EHR dashboard view. 

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Daily Schedule 

Your daily schedule can be found on the left-hand side of your EHR dashboard.

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Hit the arrow buttons above your schedule to change the date and your schedule view.


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AdvancedMD Messaging Board 

On the left-hand side of your EHR dashboard, you will see the AMD messaging board. Therapists should not use this messaging board to communicate with clients or other therapists in the Rula network. 

You may notice that some therapists may mistakenly post messages here. Please disregard these messages and mark them as "done" to clear them from your board.

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Notification Icons 

In the center of your dashboard, you will notice the notification icons. These icons will alert you of any outstanding notes or charge slips.

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Additional Resources

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