Session Overview

Get an overview of the navigation bar, learn how to configure the desktop based on user role, set up recommended filters, and adjust key user settings to optimize your daily workflow.

See how to document using FND (Full Note Dashboard), setting up a new note and utilizing crossover functionality.

Patient Portal and Tracking Board. See how patients complete key steps online and how staff use the Tracking Board to manage check-in, monitor status, and keep intake moving smoothly.

Learn how to efficiently place, manage, and track clinical orders and results using CGM INDEX.AI. This focused bootcamp covers core workflows for entering orders, monitoring status, reviewing results, and using AI tools to improve accuracy and speed.

Learn the key billing details clinical and front desk staff must capture for clean, accurate superbills. Review what cannot be missed at check-in and what providers must document in the visit note to reduce denials, rework, and payment delays.

Learn how to manually create a superbill, review and refine a system-generated superbill, and understand exactly what information flows from the charted note into the superbill for billing. This session will equip you with practical skills to improve billing accuracy, streamline workflows, and reduce claim errors.

Learn best practices for correcting and refiling claims to minimize denials and speed up reimbursement. This session will walk through common errors, how to fix them, and how to ensure clean resubmissions.

Learn strategies for managing patient and payer payments more effectively to improve your revenue cycle. This session will cover posting payments, handling adjustments, and reconciling accounts to maintain accurate financial records.

Discover strategies to optimize insurance collections and accelerate reimbursement. This session will cover follow-up best practices and handling aged claims.

Explore effective strategies for patient collections that balance financial performance with a positive patient experience. This session will cover clear communication, setting expectations, payment plan options, and best practices for reducing outstanding patient balances.

Learn which reports help drive practice performance and how to interpret them. This session will cover identifying data insights to improve financial, operational, and clinical outcomes.

Take a deeper dive into cleaning up old data, tightening configurations, and streamlining long-standing workflows. Our experts will share real-world tips, show you how to fix common setup issues, and answer your questions so you can return to your practice with a cleaner, more efficient system.

Review key configuration areas that directly impact speed and usability for providers and staff. See how small adjustments to templates, defaults, alerts, and routing can noticeably improve daily workflows.

Explore newer features designed to help long-time users get more out of the system. Learn what’s changed, what’s been improved, and how to incorporate these capabilities into your existing processes without disruption.

Examine best-practice workflows for intake, documentation, orders, billing, and follow-up. Walk through advanced tips for reducing clicks, eliminating redundancy, and aligning the system with your unique practice patterns.

Bring your toughest workflow questions and real scenarios to this interactive working session. Attendees will see specific configurations and step-by-step changes to optimize their flows and take home actionable solutions.

CGM APRIMA+ is the new browser-based version of CGM APRIMA that brings core clinical functions directly to any modern web browser by using any mobile device, including an iPad or a tablet.

This session introduces the AI-powered features in CGM APRIMA designed to reduce documentation burden, save time, and enhance patient care. Learn about AI tools in CGM APRIMA including CGM AMBI ambient AI, CGM INDEX.AI, CGM POST.AI eob and payment documents scanning and posting, and the upcoming phone assistant.

Learn how to get the most out of eMEDIX when used with CGM APRIMA to streamline your revenue cycle. This session will cover setup tips, workflow best practices, and tools within eMEDIX that help improve claim processing, payment posting, and overall billing efficiency.

Learn how to turn every patient visit into a fast, accurate, and fully documented encounter using the Full Note Dashboard from start to finish. In this session, you’ll walk through best-practice workflows from the moment a patient is roomed to the moment they leave, so you can capture exactly what you need without slowing down your day.

Discover how the new Tracking Board streamlines intake for providers and front desk staff. See how real-time status, rooming, and handoffs are managed from a single view to reduce bottlenecks, improve visibility, and boost patient flow.

Learn how to bill clean superbills and capture the chart details billers really need to code correctly the first time. This session will walk through practical workflows for preventing denials, plus step‑by‑step strategies for correcting and refiling rejected or denied claims to accelerate reimbursement and reduce rework.

Explore our new Premium Patient Portal and how it transforms the intake and ongoing experience for both patients and staff. This session will highlight online pre-registration, digital forms, and real-time updates that reduce front desk workload, shorten check-in times, and create a smoother, more convenient experience before the patient ever arrives at the practice, as well as engagement beyond the visit itself.

Explore our new Premium Patient Portal and how it transforms the intake and ongoing experience for both patients and staff. This session will highlight online pre-registration, digital forms, and real-time updates that reduce front desk workload, shorten check-in times, and create a smoother, more convenient experience before the patient ever arrives at the practice, as well as engagement beyond the visit itself..AI eob and payment documents scanning and posting, and the upcoming phone assistant.

Turbocharge your CGM APRIMA skills in this fast-paced, racing-themed tips and tricks session! Designed for users who already know the basics and want to move into the fast lane, this class will focus on practical shortcuts, workflow optimizations, and lesser-known features that help you finish your daily “laps” faster and with fewer errors.

Clean and standardize MFU SP/SO records to improve accuracy, usability, and reporting. Ensure each MFU is accurate, complete, and uniquely linked to the correct SP/SO and patient/item. Keep only relevant, non-duplicate files correctly linked to the right records. Safely merge duplicate patient or item records while preserving all data. Use and combine targeted filters to narrow records and work safely on the correct set.

Create, manage, and transmit prescriptions using CGM APRIMA. Topics will also include EPCS (Electronic Prescribing of Controlled Substances) and PDMP (Prescription Drug Monitoring Progam). PRIMA that brings core clinical functions directly to any modern web browser by using any mobile device, including an iPad or a tablet.

The enhanced Order Management module introduces a new Results Tile and streamlined Lab Orders workflow. Together, they provide a centralized, real time view of laboratory activity for each patient or encounter, improving visibility, turnaround time, and follow up.
 

Start your engines! This high‑impact course puts providers and clinical teams in the driver’s seat for successful MIPS performance using CGM APRIMA. Participants will learn how to capture Quality, PI, and IA data with precision, avoid documentation “pit stops,” and keep their performance scores racing toward the finish line. See real CGM APRIMA workflows, showing exactly where MIPS data is captured during the clinical “lap,” how to monitor performance throughout the season, and how to prepare for a smooth, error free finish at reporting time.

Streamline your medical records process and reduce the pain of handling requests using the tools you already have in CGM APRIMA. In this session, you’ll learn time-saving workflows, batch processing, electronic delivery best practices, and configuration tips that help your team work faster, reduce errors, and confidently manage even high-volume requests.

Unlock the full power of the Full Note Dashboard by using macros and diagnosis-specific tiles to make every visit faster, safer, and more complete. In this session, you’ll learn how to build and secure macros, convert existing templates, and configure diagnosis-specific tiles so you can streamline documentation, avoid missed billing, and manage key clinical information from a single, efficient workspace

Learn how to use the system to manage the full revenue cycle, from insurance billing through patient responsibility. This session will focus on identifying and closing gaps in workflows, improving collections, and ensuring no revenue is left on the table.

Quiz the experts, learn from your peers, and socialize suggestions in an engaging and open dialogue.

CGM CONNECTION integration and configuration, campaigns functionality, etc.

This training session provides a comprehensive overview of the care management tools available in CGM APRIMA, including Chronic Care Management (CCM), Advanced Primary Care Management (APCM), Care Plan Oversite (CPO), and other related programs. Participants will learn about documentation, tracking, and billing for care management activities while using CGM APRIMA’s built in workflows to support patient engagement and compliance with program requirements.

Discover how to use CGM APRIMA’s clinical and financial reports to monitor performance, spot deficiencies in intake, track superbill status, and analyze A/R and productivity. You’ll learn which reports matter most, how to schedule, run, and export them to Excel for deeper analysis, and how to leverage in‑product Help resources to support ongoing reporting and decision‑making.

This vaccine management class provides a concise overview of how to document, track, and manage immunizations in the CGM APRIMA EHR. Learners will review how to enter new vaccines, record historical immunizations, use vaccine schedules and alerts, and generate reports to support quality measures and patient safety.

Discover the next big, AI advancement for CGM APRIMA.

Learn about the new features we're delivering in 2026 and beyond, including automating Requisitions to Orders using AI, Dynamic statistical reporting, more digital pathology support, and more! 

See what’s new and available now in CGM AP EASY. This session highlights UX updates, macro enhancements, new instrument, digital grossing, and digital pathology integrations, plus the latest capabilities with CGM LABSIGN to streamline your lab workflows.

Watch our interactive demonstration to see new CGM AP EASY features including automated requisition scanning, print as you go labeling, and digital pathology integrations.

See how you can expand an existing lab to include both clinical pathology testing and also curate and test anatomic pathology samples to serve your local, state, and even national pathologist clients.

Expanding into clinical testing? Discover CGM MEDICUS WEB (powered by CGM SCHUYLAB), a cloud-hosted, browser-based LIS ideal for POLs, smaller reference labs, and multi-site deployments. Learn about its advantages and real-world benefits from recent live implementations.

Get an overview of Chart, navigation, screen section and template sizing customizations, learn how to configure the desktop based on user role, set up recommended filters, and adjust key user settings to optimize your daily workflow.

Patient Portal and Tracking Board. See how to manage patient workflow for an encounter. Complete key steps online and how staff use the Tracking Board to manage check-in, monitor status, and keep intake moving smoothly.

Learn how to document using the CGM AMBI Ambient AI Solution and see how it works with other ways to chart encounters.

Learn how to efficiently place, manage, and track clinical orders and results. This focused bootcamp session covers core workflows for entering orders, monitoring status, reviewing results, and using flowsheets.

Learn the key billing details clinical and front desk staff must capture for clean, accurate superbills. Review what cannot be missed at check-in and what providers must document in the visit note to reduce denials, rework, and payment delays.

Learn how to create an invoice/claim, review and refine codes, and understand exactly what information flows from the chart note, how fees are pulled and more. This session will equip you with practical skills to improve billing accuracy, streamline workflows, and reduce claim errors.

Learn best practices for correcting and refiling claims to minimize denials and speed up reimbursement. This session will walk through common errors, how to fix them, and how to ensure clean resubmissions.

Learn strategies for managing patient and payer payments more effectively to improve your revenue cycle. This session will cover posting payments, handling adjustments, and reconciling accounts to maintain accurate financial records.

Discover how this powerful module makes it easier to track and follow up on  claims and accounts to stay on top of claims, denials, appeals, patient balances, and more. This session will cover follow-up best practices and handling aged claims.

Explore effective strategies for patient collections that balance financial performance with a positive patient experience. This session will cover clear communication, setting expectations, statements,  payment plan options, and best practices for reducing outstanding patient balances.

Learn which  core reports help drive practice performance and how to interpret them. This session will cover identifying data insights to improve financial, operational, and clinical outcomes.

Learn about powerful, new AI tools in CGM eMDs including the CGM AMBI Ambient AI Solution and recent updates to it, plus a review of CGM INDEX.AI, POST.AI, and the upcoming phone assistant option.

Learn how the advanced integrations between Bill and eMEDIX can be used to maximize productivity and collections across EDI touchpoints, the collections module, and more. Learn how to incorporate Claim Status Inquiry, Claim Scrubbing and Patient Responsiility Estimator into your daily workflows to optimize receivables. 

Learn how to streamline your workflows and leverage UDS data to drive performance improvement and compliance. This session will break down reporting requirements, common challenges, and best practices for accurate, efficient submission. 

Go beyond your daily reports and learn about the many other reports available to you. We will also cover the Reports Guide and Reporting Automation.

Dive deep into managing and collecting patient out-of-pocket amounts, ELI, statements, patient responsibility estimations, CGM PAY, payment plans, etc.

Check out recent additions ranging from numerous little additions to big features that make a real difference in many areas and for many users across system. Learn about enhanced Patient Navigation (patient tags, cards, family connections, etc.), using grids, and more.

Learn how FHIR, CCDA, and eCR (electronic case reporting) really work in production. This session demystifies each standard, shows how they're used in CGM eMDs, and highlights practical tips you can apply to build better interoperability in CGM eMDs. 

Prescribing is a major element of many encounters. Every year we add more capabilities. Learn about CGM PRESCRIBE refinements and new features including the new electronic prior authorization for scripts.

The little things make a difference. Learn how to handle common scenarios in CGM eMDs including small balance write-offs, other time-saving features, and also improving processes and reducing missed work by automating reports and billing tasks.

Learn about the brand new Questionnaires including create standard forms such as PRAPARE & PHQ, as well as your own custom options. We'll also cover Forms and Letters and recent updates you can leverage.

Closing care gaps. Marketing new services. Birthday notices. Learn how major updates in CGM eMDs can help you with your marketing and quality efforts.

Explore how to effectively manage your claims using tools like eMEDIX Dashboard, Collection Module, and Revenue Resolve workflows. This session covers best practices for monitoring claim status, optimizing collections, and quickly resolving denials or rejections. Gain insights to improve revenue cycle performance and maintain financial health.

Quiz the experts, learn from your peers, and socialize suggestions in an engaging and open dialogue.

Learn how to use CGM MEASURES for reporting Quality Measures (QRDA1 & QRDA3), IA (Improvement Activities), PI (Promoting Interoperability), Group Reporting, and Multi-Year. Review Flowsheet & Template setup with data capture and logic for eCQM scoring and see how to use these tools to close gaps.

Learn real world tips and tricks from your peers about how they work with ACOs to ensure they are capturing the right data and getting the best results for their patients and their practices.

Learn about the new Order Entry interface for major labs. See how you can configure your system to ensure a seamless round trip to your result.

This one-day bootcamp is designed for new CGM LABDAQ users to learn how to work confidently in the system, from specimen receipt through result reporting and billing. See a complete, start-to-finish laboratory workflow, including order entry, specimen accessioning, worklist and instrument management, result entry and validation, report distribution, and the key billing and compliance details laboratory staff must capture. Attendees will also have the option to explore other modules of interest (such as Lab IQ, Inventory, Data Miner and CGM LABNEXUS). By the end of the day, beginners will understand how their role, tools, and documentation all connect in CGM LABDAQ to create efficient, accurate, and patient-centered laboratory workflows.  

See how you can expand an existing clinical pathology lab operation to also curate and test anatomic pathology samples to serve your local, state, and even national pathologist clients.

Learn about the Lab IQ option in a real world case study, and see the latest updates and enhancements that make it even better.

Join our round table discussion on the latest market trends and lab demands. Discuss or discover how CGM can meet them effectively. 

See all the latest  updates and improvements introduced since last year's User Conference. Learn about new features coming in 2026 and beyond, including AI enhancements, specimen tracking, and Lab Insights.

Review the popular, cloud-based CGM LABSIGN tool for compliance management. Whether this is an SOP, staff assessment, or testing documentation, we have you covered!

Discover the CGM hosting option for CGM LABDAQ. Learn about the benefits it brings to the lab, including reduced IT overhead, less hardware maintenance, and easier scalability.

Review the Advanced Auditing module and see how it helps administrators quickly determine changes to the laboratory information system and the parties involved. Eliminate rogue agents and shore up user permissions.

Discover CGM MEDICUS WEB (powered by CGM SCHUYLAB), a cloud-hosted, browser-based LIS ideal for POLs, smaller reference labs, and multi-site deployments. Learn about its advantages and real-world benefits from recent live implementations.

Make your charge capture processes work for you not against you. This session walks through the end-to-end setup and the tools that reduce errors and prevent missed billing opportunities.

How to quickly access, review, and update claim details using the most efficient workflows in CGM webPRACTICE. This session will show you where to find the information you need, how to identify and correct errors, and how to streamline refiling.

Manual posting workflows and ERA posting workflows we’ll walk through real-world ERA posting scenarios.

Explore effective strategies for patient collections that balance financial performance with a positive patient experience. This session will cover clear communication, setting expectations, payment plan options, and best practices for reducing outstanding patient balances.

How to set up and optimize the module so your team can manage follow-up efficiently and consistently. We’ll walk through configuring work queues, assigning and routing unpaid claims, and building simple workflows that keep high-priority balances from slipping through the cracks.

This session will highlight the key reports that matter most for assessing your organization’s financial health so you can focus on the numbers that actually drive decisions.

Learn how to optimize your ERA configuration and workflows to improve accuracy and efficiency in payment posting. This session will walk through real-world ERA posting scenarios and demonstrate how different system configuration options affect your results, helping you identify the setup that best supports your organization’s financial and operational goals.

Learn how to set up and optimize the follow-up module so your team can manage outstanding balances efficiently and consistently. We’ll cover configuring work queues, assigning and routing unpaid claims, and building simple workflows that keep high-priority balances from slipping through the cracks. You’ll also see how to leverage eMEDIX data to identify error trends and drive continuous improvement

Learn which reports help drive practice performance and how to interpret them. This session will cover identifying data insights to improve financial, operational, and clinical outcomes.