Your last patient has checked out, but the billing work is far from finished. There are charges to prepare, claim details to review, and remittances that need follow-up. When your team is already busy, even a few extra steps in each task can feel like a lot.
That is what makes the Medisoft v31 updates worth a closer look. Our favorite features focus on the everyday work of independent practices and billing companies. Here are five additions from CGM’s release materials, the problems they address, and what they could mean for your team.
1. Turn checked-out appointments into charges ready for review
The everyday challenge: A completed appointment does not necessarily mean its charges are ready. Your team still needs a clear way to move from the schedule into charge processing.
What changes in v31: Create Unprocessed Charges creates unprocessed charges from checked-out appointments using the visit’s Procedure and MultiLink codes. Items that cannot be processed are flagged for attention.
Why we like it: It gives staff a practical checkpoint between a completed visit and the next billing step. Your team can review the charges and work through flagged items before moving forward. Ask us to walk through this feature using a workflow that reflects how your practice actually schedules and checks out patients.
2. Give each claim the attachment information it needs
The everyday challenge: Claims associated with the same case may have different payer requirements. Keeping those details straight adds another layer of work.
What changes in v31: You can enter attachment information at the claim level, with case-level settings available as a fallback.
Why we like it: Staff can keep the relevant information closer to the individual claim they are working. During an upgrade review, we can help you identify what to check in your current attachment process, including any separate clearinghouse or electronic attachment requirements.
3. Capture AR follow-up while you are reviewing the ERA
The everyday challenge: You spot something during payment posting that needs follow-up. The next person working the account needs to know what happened and what to do next.
What changes in v31: Staff can assign accounts receivable status codes and add AR notes directly within an electronic remittance advice, or ERA. Those updates are saved to the AR Tracker and the claim.
Why we like it: It brings payment review and follow-up information together. For teams sharing billing responsibilities, clear notes and consistent statuses can make the handoff easier to understand. This is also a good time to agree on what each status means across your team.
4. Spend less effort selecting PR lines on secondary remits
The everyday challenge: Repeatedly selecting patient-responsibility lines is a small task, but it is still another step when you have remittances to work through.
What changes in v31: A Revenue Management preference automatically checks patient-responsibility, or PR, lines when posting a secondary remit.
Why we like it: It takes a repetitive selection step off your list while leaving the posting review with your team. If you regularly handle secondary remittances, this is worth including in your demonstration.
5. Open Revenue Management to a familiar workspace
The everyday challenge: You arranged your windows the way you like them, only to spend time arranging them again after logging back in.
What changes in v31: Revenue Management remembers window sizes and positions between logins, including multi-monitor arrangements.
Why we like it: It is a simple convenience that respects the way each person works. Staff can return to their preferred layout and get back to the task at hand.
Wondering what you would gain from your current version?
You do not have to piece together several years of release notes. Use the Medisoft version matrix to compare features and see which version introduced each one. It is especially helpful if you skipped a release or two.
Your edition matters, too. CGM says Medisoft Basic is being phased out; capabilities such as MultiLink codes and AR Tracker tools are available in Advanced and are not included in Basic. We can review your current version and edition with you so you know which features apply to your setup.
For eMEDIX statement users, the v31 matrix also lists printing patient statements from the generated eStatement list as a new, separately priced capability. Ask about it if statements are on your team’s improvement list.
Let’s start with what is slowing your team down
You do not need every feature to matter equally. Tell us which part of the day feels harder than it should: preparing charges, handling claim details, posting secondary payments, or coordinating AR follow-up. We will help you review the relevant features, edition requirements, and upgrade options.
Visit our Medisoft upgrade page to start the conversation about v31 and your presale options.