Stay up to date with the latest CGM news and announcements!
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Dear Valued Clients,


We are kicking off this year with a new coding webinar, G2211 Front Line Stories: If you're not using it, you should be, from our very own Maria Sanders, ARIA Director of RCM Operations.


This will be a part of our new billing, coding, and revenue cycle management education series, ARIA Academy: The ABCs of Revenue Cycle Management. We are excited to launch this new initiative to give you guidance based upon our experience providing billing and credentialing/enrollment for thousands of providers across the country. We'll provide tips and handouts, as well as live webinars.

The upcoming webinar, the first in our series, will be on February 7, at 1PM ET. Take a look at our G2211 Tips and Tricks handout in the meantime!
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Updated contact info for your client sales executive

To better assist you with your sales needs and account management activities, we are proud to announce new regional territory assignments for our Client Sales Executives (CSE), formerly known as the Technology Account Executives (TAE). 


Please download the territory map and a brief introduction so you can familiarize yourself with your CSE! Our team is excited to get to know you and continue our partnership. Please contact your CSE at any time. 

How did your billing operation do in 2023?

Now that we're a month into 2024, you should know how things went in 2023 with your billing operations.  As your partner vested in your financial health, CGM is happy to offer a free, personalized RCM assessment.  It doesn't take long to gather the information needed for us to provide you with a professional report that looks at:

  • Accounts Receivable aging
  • Patient accounts
  • Insurance accounts
  • Days revenue outstanding
  • Claim submission lag days

If you are interested, please respond to this email or fill out this form!

Free ARIA RCM Services

Patches Released and Installation Required

CGM PRACTICE PARTNER released two new patches on December 7 and 15, to v11.2.1, that are now available for installation. Please visit the CGM PRACTICE PARTNER Documentation page for additional details on what was in included in these updates.


With the release of these patches, please be aware that we are transitioning diagnosis/problem code vendors to Intelligent Medical Objects (IMO). This change should have little impact on your day-to-day workflows but will require that ALL customers get upgraded to this patch level by no later than March 31, 2024, as services through our previous partner will be terminated at that time. If you have not upgraded to this patch by the March 31 date, you will no longer be able to search for diagnosis/problem codes within CGM PRACTICE PARTNER until the patch is applied.


With this change, you should also ensure that your CGM PRACTICE PARTNER client and server devices are all able to access This will prevent any disruptions to your look-up services after the upgrade.


If you have any questions, please reach out to CGM PRACTICE PARTNER Support for further assistance.



For customers who are using PRACTICE PARTNER Medical Billing ONLY, and who are not utilizing patient records, please contact Support before upgrading to the latest patches containing IMO to ensure this upgrade is successful.


Lastly, be on the lookout for a follow-up patch in early February that you will also want to be installed as soon as possible. That patch will contain an update to our code signing certificates, which expires on March 8. Code signing certificates are used to verify that the software you use has not been altered or compromised. However, if the code signing certificate patch is not applied by March 8 (the expiration date of our current CSC), it won’t prevent the application from being used, but will require that all patches be installed as an Administrator until you’ve patched to the release with the signing certificate update.

Lunch and Learn Webinar: Recent Patches

Please join us for our upcoming webinar, "Recent Patches", on January 31 at 2PM ET. Our Senior Training Specialist, Joela 'Suzi' Chierchie, will present on the two new CGM PRACTICE PARTNER patches that were released on December 7 and 15, to v11.2.1, and are now available for installation. Please visit our registration page to attend. 


Please visit the CGM PRACTICE PARTNER Documentation page for additional details on what was in included in these updates.

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CGM Portal Update – New features and improvements to your support portal

We are delighted to announce that the CGM Portal has been updated with new features and enhancements designed to improve your experience. As of January 8, you'll notice a series of upgrades aimed at making your interaction with the portal more intuitive and efficient. Here's a snapshot of the key highlights you can start enjoying right now:


1. Multi-Organization Support: We've made it simpler for individuals who operate across multiple organizations. Now, a single contact can be linked to multiple organizations, streamlining your workflow and enhancing efficiency.

2. Notification Management: Our revamped notification system is now live! Enjoy the ability to manage your interactions more effectively, ensuring that you stay informed. Customize your notification list to fit your unique needs.

3. Enhanced Contact Management: Discover an improved way to manage your contacts with more intuitive viewing options and enhanced search functionality. Managing your contacts is now more efficient and straightforward.

4. Support Kanban Board and Filters: The Support Kanban Board and filters have received significant updates. Not only will you see a clearer view of case statuses, but you can also now save your individual filter combinations for quicker and more personalized case management.

5. Integrated Knowledge Base: Access all the information you need directly within the portal. Our integrated Knowledge Base is designed to provide you with immediate, relevant support information, streamlining your search for solutions.

6. Ticket Reassignment: With this update, ticket owners and admins can now reassign a ticket to another contact on their team.  We are excited to bring back this feature as it provides more ticket management capabilities to our customers and resellers. Please see the release notes below for additional details.


We are committed to continuously improving your experience with the CGM PORTAL. For a detailed overview of all the enhancements and new features included in the January 2024 release, please visit: January 2024 Release Notes. Dive in and explore the new functionalities now at your fingertips! We want to extend a heartfelt thank you to everyone who participated in our last survey.


Your feedback is invaluable, and we hope to have delivered some of the most requested features with this update. Looking ahead, we're excited to announce that we plan to reintroduce the human chat functionality in our next release. Stay tuned for more enhancements designed with your needs in mind!


Not yet a CGM Portal user? Please ask your CGM Portal Administrator to add you. If you do not have a portal admin, please reach out to CGM Support for assistance. We hope you enjoy these updates and look forward to your continued feedback and engagement.

Holiday Promotion

FQHC Advisory board volunteer request

CGM's Product and Business teams enjoy working with different stakeholders to ensure we are keeping abreast of market needs and solicit feedback from practices across different specialties and settings. This year we would like to start a formal advisory board/council to work with FQHCs. We anticipate virtual meetings approximately once a quarter.


Are you interested in participating? Please send an email to with "CGM FQHC Advisory Board Volunteer" in the subject line. Thanks for being a part of the wider CGM community.

CGM PRACTICE PARTNER Newsletter: Updated sales info, upcoming webinar, and more