Medisoft

CGM MEDISOFT is Windows-based medical billing and practice management software for independent healthcare practices, specialty offices, and medical billing organizations. It schedules appointments, manages patient records, enters charges, processes insurance claims, and posts payments. Practices can also manage accounts receivable (A/R), generate patient statements, and access operational reports. Patient responsibility estimates are available through a separate eMEDIX subscription. MEDISOFT can also be paired with CGM APRIMA to add EHR capabilities to its practice management and billing tools.

What Is MEDISOFT Best For? 

MEDISOFT's standout feature is CGM Pay, an integrated credit card and ACH processing option that connects patient payments with practice management workflows. It supports automated monthly payments and maintains transaction records within the system. Staff can also manage refunds and voids, update payment methods, print or reprint receipts, and save multiple payment types. A dedicated dashboard displays successful and failed transactions, payment plans, and saved cards.

How Much Does MEDISOFT Cost? 

MEDISOFT pricing is estimated to start at $39/month for its cloud-hosted 'NetPro' edition. Actual costs may vary based on the selected product, licensing arrangement, and reseller package.

Beyond the base MEDISOFT price, practices may also need to account for the following estimated additional costs:

• Implementation And Setup: $650–$4,000 (one-time), typically covering system configuration, installation, account setup, workflow setup, and go-live preparation
• Data Migration: $650–$6,500 (one-time), generally depending on the volume and complexity of patient records, billing data, documents, and historical information being transferred
• Staff Training: $650–$3,250 (one-time), often covering initial instruction for administrative, clinical, and billing staff
• Additional Training: $250–$1,300/session, usually varying by session length, number of users, and whether the training covers refresher, new-user, or advanced workflows
• Custom Configuration: $1,300–$6,500+, commonly depending on the scope of custom forms, templates, workflows, reports, and other configuration requirements 

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary. 

MEDISOFT Integrations 

MEDISOFT integrates with different third-party platforms, such as: 

• Surescript
• Intrado
• Updox
• Wellbox
• Alpha II
• eMEDIX

How Does MEDISOFT Work? 

Here's a step-by-step guide to use CGM MEDISOFT features:

• Log in with authorized MEDISOFT credentials
• Schedule patient appointments by provider, facility, time, and appointment type
• Enter patient demographics, insurance details, and billing information
• Record charges and transaction details for completed services
• Submit eligible insurance claims electronically through the applicable claims service, with supporting attachments handled through eMEDIX where supported
• Post patient and insurance payments, with the optional CGM PAY service supporting patient payment processing, refunds, voids, and payment plans
• Review missed co-pays, appointments without charges, and claims that remain unbilled
• Track outstanding balances and patient statements through supported eMEDIX workflows; CGM PAY provides a separate payment-transaction dashboard
• Generate financial and operational reports for billing, A/R, and practice activity. An expanded report library is available through 'Reports Professional' 

Who Is MEDISOFT For? 

MEDISOFT is suitable for healthcare organizations and billing professionals, including:

• Independent medical practices
• Multi-provider medical groups
• Third-party medical billing companies
• In-house billing departments

MEDISOFT Use Cases

After evaluating MEDISOFT's capabilities and user feedback, we have identified the following scenarios where the software could be a good fit:

Medical Biller Managing Claims And A/R Across Multiple Practices

Handling insurance claims for several medical practices can make it difficult to monitor outstanding balances and maintain accurate accounts receivable (A/R). MEDISOFT supports billing for multiple practices and providers within the same practice management environment, allowing medical billers to process claims and post payments for different accounts. Reviewers have reported using the software to monitor claims for multiple practices and maintain accurate A/R records.

Billing Specialist Posting Insurance Payments For Multiple Service Dates

Posting insurance payments against several dates of service can become time-consuming when billing specialists must navigate between transaction records. MEDISOFT's ERA posting lets the specialist review each service line before it posts to the patient account. Based on one user's feedback, this capability made it possible to post multiple payments against different service dates without switching screens.

Front Desk Coordinator Handling Frequent Appointment Changes

Last-minute cancellations, new bookings, and schedule changes can make it difficult to maintain an accurate appointment calendar. To manage these changes, front desk coordinators can use MEDISOFT to review provider schedules and update appointment details as needed. The software also offers online patient scheduling, with configurable booking availability for providers, appointment types, days, and times in supported versions.

Billing Supervisor Reviewing Unprocessed Charges At Day End

Incomplete charge entries and unresolved billing activity can delay the financial review at the end of a busy clinic day. MEDISOFT’s ‘Day End Activity Review’ helps billing supervisors examine appointment-related charges, collections, and claim activity. With these records available for review, supervisors can identify discrepancies and follow up on outstanding transactions before closing the day's billing work.

Practice Manager Reviewing Financial Reports For Management

Preparing financial updates for management can be difficult when practice managers need specific figures that standard reports do not readily provide. MEDISOFT offers preset reporting options and customizable reports that practice managers can use to examine billing and financial activity. Reviewer feedback on reporting is mixed: a long-term user values building custom reports, while other find some reports slow to run.

Is MEDISOFT Right For You?

MEDISOFT can suit established medical practices that want to keep billing, scheduling, and administrative workflows in a dedicated practice management system while expanding connected clinical and revenue-cycle tools. CGM also releases a new MEDISOFT version annually, which gives practices access to ongoing workflow and functionality updates rather than requiring an immediate platform replacement.

Security controls include enhanced password protection and login/logout audit-trail reporting. For payment activity, CGM PAY stores payment information outside the software through a PCI-compliant connection, which helps reduce the amount of sensitive card data held within the practice management system.

Interoperability is another consideration. The system can connect with CGM APRIMA for EHR workflows, so practices can retain their existing practice management environment while extending clinical functionality.

Additionally, MEDISOFT runs in a Windows-based practice management environment, which may suit practices that prefer an established desktop-style system over a fully browser-native platform.

Still unsure whether MEDISOFT suits your practice requirements? Get in touch at (661) 384-7070 for further guidance.