AdvancedMD Templating Services to Streamline Your Practice

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Make Your Practice More Efficient, Profitable, and Patient-Focused

At Aspire Health Management, we’ve been using and optimizing AdvancedMD (AMD) software for over a decade. What started as an internal need quickly evolved into a specialized offering: AdvancedMD templating services that help practices streamline workflows, improve documentation, and increase profitability.


Our Journey to Becoming AMD Experts

Years ago, we relied on a single team member who we believed was an AdvancedMD “superuser.” When she moved out of state, we quickly realized how many inefficiencies were hiding under the surface. Determined to master the system, we immersed ourselves in every aspect of AMD—learning its capabilities, building templates, and developing custom documentation for specialty clinics, including vascular practices.

Over time, our expertise caught the attention of AdvancedMD itself. We were invited to beta test new features, provide feedback for future updates, and present at their internal meetings. In 2021, AMD officially began referring clients to us for consulting and optimization services. We’ve been supporting their users ever since.


What We Offer

Custom Templates & Smart Documentation

AdvancedMD is a powerful and highly customizable platform—but only if you know how to unlock its potential. Our AdvancedMD templating services are designed to support your unique workflows, specialties, and patient populations.

  • Intake forms that auto-populate patient charts

  • Lab requisitions and consent forms customized for your preferred labs

  • Surgery and progress notes that pull forward historical data

  • Diagnosis and billing codes embedded directly into your notes


Streamlined Patient Intake & Portal Use

If you’re still relying heavily on paper, you’re leaving efficiency on the table. We can help you digitize your entire patient intake process.

  • Assign forms via the patient portal before visits

  • Use in-office iPads for last-minute form completion

  • Seamless integration of completed forms into charts and notes

  • Utilize the e-fax module

One client who went fully digital with our help started saving $8,000 per month on print items alone after being fully set up in AMD.


Charting Built Around the Way You Practice

We know that the worst part about being a doctor is the paperwork after the encounter. Doctors shouldn’t have to spend their evenings or weekends catching up on notes. With our customized templates, charting becomes faster and more intuitive, freeing up providers to focus on patients—not paperwork.


Compliance, Efficiency & Better Billing

Well-designed templates don’t just make life easier—they improve accuracy, compliance, and revenue cycle management. You are the expert in your field; you tell us what you want on your templates, and we will build them accordingly. But we’ve seen a lot—and we can provide feedback to help ensure your documentation meets industry standards while supporting optimal billing and coding practices.


Why It Matters

  • Patients will notice. Smoother intake and faster visits improve patient satisfaction.

  • Staff will thank you. Less manual entry, fewer mistakes, more time for what matters.

  • You’ll see results. Efficient workflows mean more appointments, better documentation, and cleaner billing—ultimately improving your bottom line.


Let’s Talk

Whether you need a few customized forms, complete template builds, or ongoing training and support from real-world users, our AdvancedMD templating services are built to help.

Reach out today to schedule a consultation and learn how we can make AdvancedMD work for your practice—not the other way around.

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