Step-by-Step: Migrating from Optum to eMEDIX in Medisoft

What to Expect Before You Start

A few things worth knowing before we dive into the full Optum to eMEDIX migration process.

• eMEDIX or Medisoft EDI? Throughout this post you will see both “eMEDIX” and “Medisoft EDI.” They are the same product. eMEDIX is the clearinghouse itself, owned by CGM. Medisoft EDI is the name CGM uses when that same clearinghouse is being specifically talked about for Medisoft practices. So whether you see eMEDIX or Medisoft EDI, we are talking about the same great clearinghouse software built specifically for your Medisoft.

• The time to start this migration is now. The process itself is straightforward and your cash flow is protected throughout, but payer enrollments take time and that timeline is controlled by the payers, not by AZCOMP or eMEDIX. Some enrollments clear in days. Others take several weeks. A migration that starts in May or June arrives at September 1 with every enrollment comfortably cleared. A migration that starts in August arrives at the deadline with enrollments still processing and no room for anything to take longer than expected. Don’t wait to schedule your migration consultation.
• The total timeline is about six weeks, but your active involvement is a fraction of that. Most of the six weeks is payer enrollments processing in the background, not work your team is doing.
• Your existing connection stays live throughout until September 1. Your existing connection stays live during the migration, up until September 1. So your Optum, Change Healthcare, or RelayHealth connection can keep submitting claims and receiving payments for each payer till your Medisoft EDI enrollment for that payer is approved. For any payer whose enrollment is not yet approved by that date, there may be a brief gap until the enrollment clears. 
• You do not have to be fully enrolled to start using Medisoft EDI. After your implementation session, you can begin submitting claims to commercial payers that do not require their own enrollment. The rest fills in behind you as enrollments clear.
• One thing cuts over right away: eligibility. Eligibility verification switches to Medisoft EDI immediately, which is why the Medicare eligibility enrollment form is the one item worth prioritizing early.

Step 1: Sign Up and Get Your Account Created (Days 1 to 2)

The moment you sign up with AZCOMP, we get to work on our end. We create your Medisoft EDI account and prepare your implementation. This typically takes one to two days.

What You Need to Do at This Stage:

Sign up. That is it. There is no setup work required from your practice at this point. The account creation and implementation preparation happen on AZCOMP’s side.

What AZCOMP Is Doing:

After you have signed up, we are able to begin setting up your eMEDIX account, prepare the implementation configuration, and get your files ready for the next steps.

Step 2: Get Scheduled With Your Implementation Specialist (Days 3 to 7)

Once your account is created, you are paired with an AZCOMP implementation specialist who will handle the setup with you. Scheduling typically happens within the first week.

What You Need to Do at This Stage:

Confirm a time for your implementation session that works for the staff members who will be using Medisoft EDI day to day. It is worth having your biller or billing manager present for this session since they will be the ones learning the new workflows.

What to Have Ready Before the Session:

• Know which version of Medisoft you are running. (If you are not sure, open Medisoft, click ‘Help‘ in the top menu, and select ‘About Medisoft’. The version number is displayed there.)
• Have your current clearinghouse account information available.
• Know which payers you submit to most frequently, as this helps prioritize enrollment paperwork.

Step 3: Your Implementation Session (~ 2 Hours)

This is the main event, and it is shorter than most practices expect. In a single session of approximately two hours, your AZCOMP implementation specialist handles the following:

• Configures Medisoft to connect to Medisoft EDI
• Sets up your eMEDIX receiver inside Medisoft’s Revenue Management module
• Walks your billing staff through the new claim submission, remittance, and eligibility workflows
• Answers questions from your team in real time

What You Can Do Immediately After This Session:

Begin submitting claims to commercial payers that do not require their own payer-specific enrollment. For many practices, a meaningful portion of their claim volume can go through Medisoft EDI the same day as the implementation session.

One Important Item: the CMS Attestation Form

This is a recently introduced CMS requirement, not something specific to AZCOMP or eMEDIX. Every provider NPI must have a current attestation document on file to submit claims, eligibility, or remittance through Medicare. The form is straightforward and available through CGM’s Easy Enroll tool. AZCOMP will walk you through it. Because Medicare claims will not process without it, this is one of the few items worth handling early rather than later.

Step 4: Payer Enrollments Run in the Background (Weeks 1 to 6)

This is the step that takes the most calendar time and the least staff effort. Medisoft payer enrollment is the process of formally registering your practice with each payer through eMEDIX, so that payer knows to accept and process your electronic claims and remittance through the new connection.

Some payers approve enrollments in a few days. Others take several weeks. The timeline is set by the payers, not by AZCOMP or eMEDIX, which is why starting your migration early matters: the earlier the paperwork goes in, the more room each enrollment has to clear before September 1.

What AZCOMP Does During This Step:

Coordinates the entire enrollment process with you. We provide the forms, walk you through what each one needs, track which enrollments are pending, remind you when items need your attention, and stay engaged through every approval.

What Your Practice is Responsible For:

Some payer enrollments require you or your provider to sign forms personally or create your own login on a payer’s website. This is because those credentials must be in the provider’s name, not AZCOMP’s. We will tell you exactly which enrollments need your personal signature and walk you through what each one involves. You are not left to figure it out alone.

Medicare Enrollment is the One to Prioritize.

Because eligibility verification cuts over to Medisoft EDI immediately, the Medicare-specific eMEDIX enrollment form is the first enrollment worth submitting. AZCOMP will flag this at the start of the process.

Your Existing Connection Keeps Working Until September 1.

For any payer whose Medisoft EDI enrollment has not yet been approved, your existing Optum or Change Healthcare connection continues to handle claims and remittance up till the deadline. This is exactly why starting early matters. Payers whose enrollments are approved before the deadline switch over seamlessly. Payers still processing on September 1 may experience a brief gap until their enrollment clears. The more lead time you have, the fewer payers are still in that window when the deadline arrives.

Step 5: Go Fully Live, Payer by Payer

As each payer’s enrollment is approved, that payer’s claim routing switches from your existing connection to Medisoft EDI. This does not happen all at once. It happens gradually, payer by payer, as each enrollment clears.

Your existing connection continues handling the remaining payers until they are approved. When the last enrollment clears, your migration is complete and you are fully on Medisoft EDI for every payer.

What Fully Live Looks Like Day-to-Day:

Claims submit in one click from inside Medisoft. Remittance downloads automatically and posts in two clicks. Eligibility runs inside the patient appointment screen in about thirty seconds. Rejections are flagged instantly inside Medisoft rather than discovered days later in a separate portal. For practices coming from a general-purpose clearinghouse, the workflow difference is noticeable from the first week.

What Your Staff Needs to Learn

The training curve for Medisoft EDI is shorter than most practices expect, for one main reason: most of the workflow happens inside Medisoft, which your staff already uses every day.

The new patterns to learn are mostly in the eMEDIX portal, for things like managing the worklist, generating timely filing letters, and running claim status inquiries outside of what surfaces automatically in Medisoft. These are not complicated workflows, but they are different from what your staff has been doing with Change Healthcare or Optum.

AZCOMP includes training as part of every migration. Your implementation specialist walks your team through the core workflows during the implementation session, and you also have access to AZCOMP’s recorded training library and live webinars after go-live. Most practices feel comfortable with the new workflow within the first week or two of active use.

Protecting Your Cash Flow Throughout

The entire Medisoft EDI migration steps model is built around one principle: your cash flow should never be interrupted.

Your existing Optum or Change Healthcare connection stays live for each payer until that payer’s Medisoft EDI enrollment is approved or when the September 1 deadline hits. With proper time allowance your claims keep going out and your payments stay coming in. The routing switches payer by payer, in the background, without your staff having to do anything differently for the payers that have not yet been migrated.

The one thing to know: the earlier you start, the more breathing room every enrollment has. A migration that starts in May or June arrives at September 1 with every enrollment cleared and no last-minute pressure. A migration that starts in August arrives at September 1 with some enrollments still processing, which means the existing connection is doing more of the heavy lifting right up until the deadline. The system handles that gracefully, but the margin for error shrinks as the deadline gets closer.

Frequently Asked Questions

How long does it take to migrate from Optum to Medisoft EDI?

The end-to-end migration averages about six weeks, but most of that time is spent waiting for payer enrollments to process rather than on active setup work. Your hands-on time is roughly one two-hour implementation session. After that session, you can begin submitting claims to commercial payers right away. The rest fills in behind you as payer enrollments are approved.

Do I have to fill out all the payer enrollment paperwork myself?

No. AZCOMP coordinates the enrollment process with you. We provide the forms, walk you through what each one needs, remind you when items are pending, and stay engaged through approval. Some enrollments require you to sign personally or create your own login on a payer website, because those credentials must be in your name. But you are not left to figure it out alone.

Can I submit claims while payer enrollments are still processing?

Yes. After your implementation session, you can begin submitting claims to commercial payers that do not require their own enrollment. For payers whose Medisoft EDI enrollment is still processing, your existing Optum or Change Healthcare connection continues handling those claims. You are submitting claims through Medisoft EDI and your existing connection simultaneously during the enrollment window, with no gap.

What is the CMS attestation form and do I need it?

The CMS attestation form is a recently introduced CMS requirement that applies to any practice submitting claims, eligibility, or remittance through Medicare. Every provider NPI must have a current attestation document on file. The form is available through CGM’s Easy Enroll tool and AZCOMP will walk you through it during your migration. It is not specific to eMEDIX or AZCOMP. It is a CMS requirement that applies regardless of which clearinghouse you use.

Will my billing staff need retraining?

Some training is needed because Medisoft EDI has a different interface than your previous clearinghouse, but the learning curve is shorter than most practices expect. Most of the workflow happens inside Medisoft, which your staff already knows. The new patterns are mostly in the eMEDIX portal for things like the worklist, timely filing letters, and claim status. AZCOMP includes training with every migration, plus a recorded library and live webinars after go-live.

What happens to my existing Optum connection during the migration?

It stays active throughout. Your existing Optum, Change Healthcare, or RelayHealth connection keeps submitting claims and receiving payments for each payer until that payer’s Medisoft EDI enrollment is approved. There is no gap in claims or remittance during the migration. The routing switches payer by payer as enrollments clear, not all at once on a single cutover date.

Ready to Start Your Migration?

Now that you know exactly what migrating from Optum to eMEDIX in Medisoft involves, the next step is starting it. A short consult with AZCOMP is all it takes to confirm your version, map out your enrollment priorities, and get your account created.

For the full picture on the September 1, 2026 deadline and what happens if you wait, visit our Optum EDI 2026 hub page.

Schedule My Migration Consult. Prefer to talk now? Call us at (480) 730-3055