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This document covers advancedmd_get_patient_notes_by_visit, the AdvancedMD EHR patient-notes tool exposed through the Agents Platform.

Authentication

Uses the existing AdvancedMD connector (office_code, username, password).

advancedmd_get_patient_notes_by_visit

Fetches AdvancedMD EHR patient notes for a visit using the getehrnotesbyvisit XML API (the same shape as Fleming’s GetEHRNotesByVisit). This tool is read-only.

Inputs

Required:
  • visit_id: AdvancedMD visit ID.

Output

Common failure reasons:
  • advancedmd_not_connected
  • visit notes unavailable

Human-readable text

The tool emits markdown for the feed: a ## Patient Notes summary table and a ## Notes table (note id, datetime, template, page/field counts, and a short field preview). Full note pages and field values stay in structuredContent.

Agent Instruction Guidance

Run after advancedmd_get_visit_summary and deterministic skip checks. Feed the returned notes into coding_diagnosis, then coding_cpt_generation, coding_charge_reviewer, and coding_format_validation.