The key to determining if your business is operating at peak performance and meeting goals is data.  That’s why Advanced Management Services offers a custom cloud-based Customer Relationship Management (CRM).  We call it Vision and it’s built on the Salesforce platform.

  We take the data from just about any EMR, database/spreadsheet or management software, import it into Vision, and then show you everything you need to know and how to use that information.

Highly customizable.  We work with you to include the components that are most important to you.

Replaces spreadsheets.

Click a button and see who your top referral sources are and if they are up or down in their referrals.

Click on a report to see which referral sources need marketing.  Dig a bit deeper and see what has generated new patients in the past.  

Review your dashboard to see the monthly number of new patients/customers, visits/appointments/sales or really any other stat that you find helpful.

Vision can help manage your business toward efficient and effective growth.  Most healthcare practices are leaving money on the treatment table, so to speak.  

Do you know how much you should be getting paid for your services? Is your staff billing accurately for their time and using the right codes? Are they billing enough units?  Using the correct units?  


If you could quickly find the answers to these questions, you would be able to take control of your reimbursements.  It’s about working smarter not harder.  The key to this is data management with Vision.  

Vision also manages marketing efforts, keeping you effective and efficient.  

Easily see which marketing efforts are having the most impact.

Track marketing efforts and real results.

Measure return on investment (ROI) and make adjustments as needed.  

Develop and enhance relationships with referral sources.

Use patient lists to build a virtually unlimited referral stream.