Easy
Easy-Ish
Kind of Hard
Hard-Ish
Hard
100

 If a patient's insurance coverage is no longer effective, you can delete it from the Insurance tab.

True

False

False

100

The Current Messages listed by default on the Dashboard are:

A) Any past due, current, and future messages that are assigned to the user logged in.

B) Any past due or current messages that are assigned to the user logged in.

C) All current messages for the office key.

D) Only overdue messages that are assigned to the user logged in.

B) Any past due or current messages that are assigned to the user logged in.

100

Why will the system automatically create a self-referral for all patients?

A) To track and analyze your office's marketing efforts. 

B) For prevention of insurance denials. 

C) To track how many new patients you get. 

D) You can not add insurance until a patient has a referral.

B) For prevention of insurance denials. 

100

How might an office use the Other status in the Appointment Scheduler?

A) To double-book time slots on the appointment scheduler. 

B) To track how long patients spend in the waiting room. 

C) To hold time slots when the doctor wants to schedule specific appointment types or block out lunches and meetings. 

D) To check out patients who you missed checking out at the appropriate time.


B) To track how long patients spend in the waiting room. 

100

On the Insurance tab, the New button will remove the selected insurance coverage from a patient ‘s record.

TRUE

FALSE

FALSE

200

On AdvancedMD ‘s standard toolbar, the green icons include which of the following:

A) End of Day Wizard

B) Collections

C) Claim Submission Wizard

D) Patient Billing Wizard

A) End of Day Wizard

200

When a user marks a patient as a No-Show and/or Cancelled, what changes will happen on the column ‘s schedule?

A) The appointment will remain in the column ‘s schedule with a line through it. 

B) The appointment will remain in the column ‘s schedule with an exclamation point (!) preceding the patient ‘s name. 

C) When you place the pointer over the appointment, the no-show or cancellation will appear in the appointment detail.

A) The appointment will remain in the column ‘s schedule with a line through it. 

200

On the history tab, items that have been included in a payment plan are displayed in which color (in Patient Balance column)?

A) Blue 

B) Green 

C) Red 

D) Black

A) Blue 

200

To add a patient to the wait list, you must:

A) Click the Wait List button and then select the Edit button. 

B) Go to the Modules menu and select Appointments. 

C) Click a time slot in the column the patient wants and select the Wait List option from the menu. 

D) Select the Wait List check box while making or editing an appointment.

D) Select the Wait List check box while making or editing an appointment.

200

What does the Find button on the Appointment Scheduler do?

A) Finds an appointment time that matches the selected patient's next recall. 

B) Searches for the next available appointment time that meets the specified criteria. 

C) Searches the wait list for a patient who could fill the open time slot on the schedule. 

D) Finds patient's appointments who recently cancelled or who were marked as a no show.


B) Searches for the next available appointment time that meets the specified criteria. 

300

By selecting the PM button on the schedule, what changes are made to the current view?

A) The selected column will show the afternoon appointments. 

B) The specific provider schedule will show the afternoon appointments. 

C) The entire schedule will show the afternoon appointments. 

D) A new window will open showing the afternoon schedules.

C) The entire schedule will show the afternoon appointments. 

300

On the Appointment Scheduler, a blue circle before the patient ‘s name indicates that the patient:

A) Has been checked in. 

B) Has been checked out. 

C) Has a status of  “Other “. 

D) Has days remaining in a Global Period.

A) Has been checked in. 

300

On the Appointment Scheduler, a diamond before the patient ‘s name indicates that the patient: 

A) Has been checked-in. 

B) Has been checked-out. 

C) Has a status of  “Other “. 

D) Has a balance that's more than 30 days past due.

C) Has a status of  “Other “. 

300

How can I determine which user made an appointment on the schedule?

A) Select the patient in Demographics and go to the History tab. 

B) Click the appointment and select User History. 

C) Click the appointment and select Appt History. 

D) Click the appointment and select Audit Log.

C) Click the appointment and select Appt History. 

300

On the KPI section of the dashboard, the Financial Health tab contains what type of information?

A) Information comparing your office's billing cycle with the aggregated data from other offices. 

B) Information specific to your commonly billed carriers. 

C) Information specific to your total A/R. 

D) Comparison information about items such as charges, visits, and payments.

C) Information specific to your total A/R. 

400

The Check In screen will display which type of appointments?

A) Only confirmed appointments. 

B) Confirmed and future appointments. 

C) All appointments including cancelled and no-shows. 

D) Only appointments that have not yet been checked out. 

C) All appointments including cancelled and no-shows. 

400

Which of the following types of coverage is NOT an available option to choose when entering Insurance Information for a patient?

A) Optical 

B) Primary 

C) Secondary 

D) Tertiary

A) Optical 

400

The Wait List Priority field within Appointment Type Setup will determine:

A) Whether or not wait list auto-holds are created when appointments of this type are cancelled or deleted.

B) How long patients with appointments of this type will appear on the Wait List. 

C) Where patients with the selected appointment type will appear on the Wait List. 

D) All of the above.

C) Where patients with the selected appointment type will appear on the Wait List. 

400

Users can reorder the insurance billing sequence at any time.

TRUE

FALSE

TRUE

400

You have selected the 4th appointment which occurs in the future in a recurring series and chosen to edit the entire series.  Which appointment(s) in the series will be changed?

A) Only the 4th appointment. 

B) Only future appointments, including the 4th appointment. 

C) All of the appointments excluding exceptions to the series. 

D) All of the appointments

B) Only future appointments, including the 4th appointment. 

500

On the history tab, write-offs are displayed in which color?

A) Blue 

B) Green 

C) Red 

D) Black


C) Red 

500

On AdvancedMD ‘s standard toolbar, the red icons include all but which of the following:

A) Patient Checkout 

B) Scheduler 

C) Find Appointments window 

D) Recall


C) Find Appointments window 

500

On the history tab, payments are displayed in which color?

A) Blue

B) Green

C) Red

D) Black

B) Green

500

How can you search for a patient by first name only?

A) By entering a , (comma) and the patient's first name. 

B) By selecting the radio button for first name. 

C) By entering a ?(question mark) and the patient's first name. 

D) You cannot search by first name only.

A) By entering a , (comma) and the patient's first name. 

500

AdvancedMD recommends clicking the Refresh button in the Appointment Scheduler prior to scheduling each appointment.

TRUE

FALSE

TRUE