Features | TotalMD


Practice Management Software that is Complete, Powerful & Easy-to-Use

TotalMD has a knack for making powerful software that is extremely easy to use. What does that mean to you? TotalMD practice management simplifies and streamlines the process of collecting your practice money. With powerful features like online eligibility, electronic remittance advise, automatic write-offs and the ability to export your financials to Microsoft Excel collecting money has never been easier

Get Quick Financial Answers from
the Ledger

How can you expect patients to pay when you cannot tell what they owe? TotalMD simplifies the ledger by displaying dollars collected and writeoffs directly below their corresponding procedure. In addition, view the copay amount, applied deductible, patient balance, patient remainder balance and individual procedure remainder balances—all from the ledger screen.


Create Your Own Unique
Custom Screens

Create additional custom screens to record your own unique information for patient records and billing records. The data captured in your custom screens can then be used on any report.

View and Validate Claims Before
Submitting Them

Use the claim validator to make sure your claim information is complete and accurate. Then use your interactive claim form to add possible notes and make changes before sending them
electronically or printing them to paper. With the claim validator and visual claim editor, “scrubbing” and modifying claims has never been so easy.

Easily Access Patient Information

Access a patient’s record from virtually anywhere in the software and go to almost any screen from the patient’s record. The well laid our patient record provides easy access to patient appointments, insurance details, the patient dashboard, alerts and even access to other family members’ records.

Finally, a Scheduler that Emulates
Your Workflow

Print superbills, patient chart labels and appointment lists from the scheduler. Additionally, you can create and email your own appointment reminders to patients, move multiple appointments from one day to another, block off time for certain types of appointments and days off, double-book appointments and customize the appointment screen to display whatever unique information your practice needs.

Easy Insurance and Patient Payment Entry

Apply insurance checks from the EOB entry screen or auto apply payments with our Electronic Remittance Advise (ERA) automatic posting feature. Entering Patient paymetns and write-offs to procedures is just as easy.

Verify Patient Insurance Online

Verify your patients’ “live” insurance eligibility status and benefits directly from their scheduled appointments.

Text and Email Appointment Reminders

With the TotalMD Patient Communicator, make “no shows” a thing of the past by sending appointment reminders via text messaging and emails. Patients can even confirm appointments via text and mail, updating their appointment status to “confirmed” in the Appointment Book!

Track Employee Time

With TotalMD Time Clock, track employee time and attendance, make time corrections, and print detailed hours and payroll summaries.

Electronically Capture and Store Documents

Organize, capture and store: (1) patient insurance cards, driver’s licenses and ID cards; (2) patient signatures on your own financials, privacy and patient release forms; and (3) all printed documents.

Process Credit Card Payments in TotalMD

By processing your patients’ credit card payments directly in TotalMD, you will reduce your counter clutter as well as the costs of accepting credit card payments.

Integrate with Coding Advisor

Find the right CPT, ICD10 and HCPCS codes with the completely integrated Coding Advisor tool or even convert ICD9 codes to ICD10 codes. With the integrated Coding Advisor, finding the right codes is easy.

Electronically Send Prescriptions

Not only can you electronically send prescriptions for all classes of drugs, you have instant access to drug interactions, allergy interactions, disease interactions, renewal requests from the pharmacy and a two-year medication history of everything your patients have ever taken!