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Current Medisoft Customers

Current Medisoft customers can upgrade their Medisoft system or enhance their software with our Medisoft Add-Ons.

Current Medisoft Customers can save on the v29 upgrade!

Medisoft powered by CGM is a proven, trusted, and affordable practice management solution designed to simplify the way you run your practice. The most robust practice management system loved by thousands of practices has just gotten better.

CGM MEDISOFT v29 New Features & Enhancements

Enhanced Eligibility Display

Integrated Credit Card & ACH Processing

New to CGM MEDISOFT v29, practices can enjoy a fully
integrated credit card and ACH payment processing option.
Set up and automate monthly patient payments more easily
with CGM PAY.

With CGM PAY for CGM MEDISOFT, administrators can:

  • Manage refunds and voids
  • Update payment methods
  • Print and reprint receipts
  • Save multiple payment types including a patient’s preferred payment method
  • Integrate with the popular patient statements offered through our own, trusted eMEDIX clearinghouse

To simplify your transaction management, CGM MEDISOFT
includes a new dashboard view of successful transactions,
failed payments, payment plans, and saved cards—all in
one location.

Screenshot of CGM PAY Dashboard showcasing features of Medisoft Software for managing patient accounting and workflow. Includes sections on refunded

Enhanced Patient
Responsibility Estimates

Deliver better service at the point of care with the eMEDIX Patient Responsibility Estimate. Provide a good-faith
cost estimate for planned procedures by quickly running a patient’s insurance eligibility for the planned procedure
codes. Save time with pre-configured Linked Transactions for common procedure bundles. In CGM LYTEC 2025, this service expands for self-pay and uninsured patients.

This integrated estimate display allows the user to make any patient or insurance adjustments for coverage, copays, coinsurance, remaining deductibles, etc. Past payments and charge histories are factored in to provide a more accurate estimate. Providers can print and save patient estimates and have the option to tailor them with customizable messaging.

Patient Responsibility Estimate showing patient information, estimate details, and total charges for medical procedures.

Faster Claim Generation with MultiLink Charge Entry

Diagnosis codes have been added to MultiLink transactions in CGM MEDISOFT v29. This important addition makes it
even easier to create “charge sets” and quickly generate
claims that include diagnoses.

  • No more manual entry of diagnosis codes when using
    MultiLink for charge entry
  • No more claim rejections stemming from diagnosis
    code typos.

This enhancement includes diagnosis pointers and the
ability to add modifiers to CPT codes, too. This feature is
great for standard visits—DOT physicals, injections, well
child visits, etc.—and users retain the flexibility to add or
remove specific codes based on the complexity of each
patient encounter.

Medisoft software interface showing patient accounting settings and workflow options. The window includes sections for MultiLink codes, diagnosis codes, and program options with tabs like Data Entry and Payment Ap

Transaction Entry Enhancements

Transaction entry alerts are more powerful in CGM MEDISOFT v29. A new, date-based alert warns users if they enter dates of service outside of specified parameters.

This is very helpful for new CPT/ICD-10 codes and early year/
end-of-year transaction entry. This important messaging
ensures that your users are coding within a valid date range,
saving users time and reducing errors.

The alerts and rules are customizable. Copy existing messaging rules to easily assist in creating a new alert.

Screenshot of Medisoft Software displaying the Transaction Entry Alert List window, showcasing procedure codes, insurance details, and alert messages. Features include search options, various button controls like Edit, New, Delete, and Copy Rule for streamlined patient accounting and workflow managem
Medisoft Delete Lines

Enhance Your Medisoft System With These Add-Ons

  • Clearinghouse – Medisoft EDI is a solution purpose-built for your favorite practice management system.
  • Electronic Patient Statements – Send professionally printed statements with a return envelope along with an optional email statement using BillFlash.  Patients also have the ability to pay online with the patient payment portal.
  • Credit Card Processing with ePay – Collect payments and automatically post them into Lytec.  Allow patients to make payments 24/7 through a secure payment portal using BillFlash’s Payment Services.
  • Medical Billing  Tired of creating charges, sending claims, dealing with insurance companies, posting and managing A/R?  Let our medical billing and revenue cycle management team do it for you!  Retain full access to your Lytec software.  Custom plans and pricing are available.
Excited woman in glasses and red plaid shirt celebrates under the text 'Not Just Any EDI, MEDISOFT EDI - Finally, a clearinghouse solution purpose-built for your favorite practice management system.' The image promotes Medisoft's billing solutions with a 'Learn More' button.
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