Medisoft

What Medisoft does

Medisoft, the legal entity JB Medical Management Solutions, Inc., is a regional value-added reseller (VAR) and authorized distributor of the Medisoft line of practice management and electronic health record (EHR) software targeting small and mid-size physician practices. Founded in February 1994 in Murrieta, California, the company originally operated as a healthcare billing service before pivoting in 1996 to resell Medisoft, which had become the most popular practice management platform of the era. JB Medical holds Platinum Reseller status within McKesson's national distribution network, operating exclusively in the Southern California territory with sales, implementation, training, and ongoing support services.

The core product portfolio is built on Medisoft's two-decade-old on-premise PM/EHR platform, which combines billing, scheduling, eligibility verification, and clinical documentation. The flagship is Medisoft Clinical EHR, a CCHIT-certified, ONC-ATCB-certified PM/EMR solution featuring the trademarked Bright Note Technology—a note-centric processing engine that updates the entire patient chart from a single progress note. Supporting modules include Office Hours Professional scheduling, Medisoft Reports Pro, and add-on integrations with RelayHealth (EDI), SureScripts/RxHub (e-prescribing), BillFlash (electronic statements), X-Charge (credit card processing), and Ingenix Encoder Pro (coding). The legacy MediNotes EMR was retired in 2011 after losing CCHIT certification, with free data conversion offered to migrate affected customers.

JB Medical generates revenue through a mix of one-time perpetual software licenses (Basic at $499, Advanced at $1,299, Network Professional at $3,599, Clinical EHR bundles at $4,999–$6,499), recurring monthly support subscriptions ($99–$399 per month), incident-based phone support, training packages (DVDs and interactive CDs), and transaction fees on statements and payment processing. Go-to-market is sales-led with phone-based outreach, live demos, and downloadable trials, complemented by a regional channel partner role within McKesson's broader distribution network. The company serves SMB physician practices across Southern California, with the underlying Medisoft product installed in tens of thousands of physician practices nationally.

Name

Medisoft

Legal name

JB Medical Management Solutions, Inc.

Website

https://seemorepatients.com

Company type

Private

Founded year

1994

Operating status

Operating

Short description

JB Medical Management Solutions, Inc. is a Southern California-based authorized Platinum Reseller of the Medisoft practice management and EHR software suite, serving small and mid-size physician practices with sales, implementation, training, and ongoing support since 1994.

Ownership category

akta.pro rank

Product category

Healthcare Practice Management Software

NAICS

Software Publishers (5132), Offices of Physicians (62111)

SIC

Services-Prepackaged Software (7372), Services-Health Services (8000)

akta.pro primary industry

EHR Implementation, Optimization, Training & Managed Services (HLACAAAL)

Keywords

• Practice management software
• Electronic health records
• Medical billing software
• Appointment scheduling
• Electronic prescribing

Headquarters

HQ city

Murrieta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Licenses: One-time perpetual license sales for Medisoft practice management software in Basic, Advanced, and Network Professional tiers. Prices range from $499 for Basic to $3,599 for Network Professional (v20 pricing). Upgrades available from prior versions at discounted rates.
2. Medisoft Clinical EHR Bundles: Combined PM/EMR solution packages sold as one-time purchases. Package 1 (3-user): $4,999; Package 2 (5-user): $6,499. Includes practice management, Office Hours scheduling, EHR software, over 200 templates, clinical database, and 1 Zoom scanning station license.
3. Monthly Support Contracts: Recurring monthly billing for support packages (AA Associates $99/mo, BA Bachelors $199/mo, MA Masters $299/mo, PhD $399/mo). Includes phone/email/remote support, project hours, discounts on file repairs, and priority response times. Annual prepay receives 10% discount.
4. Phone Support Incidents: Incident-based phone support at $159/hour for V19+ and $249/hour for V16 and older. Billed in 15-minute increments with unused minutes saved for future use.
5. Training Services: Training packages including DVDs ($299.99), Interactive CD-ROMs ($499 for full library), and custom training packages ($3,499 comprehensive package with 56 hours of training). Additional 1-on-1 online training available at $179/hour or $1,149 for 8-hour package.
6. RelayHealth EDI Services: Electronic data interchange services including claims submission, remittance advice, and eligibility verification. Subscription-based connectivity services integrated with Medisoft.
7. BillFlash Electronic Statements: Electronic patient statement transmission at $0.68 for first page and $0.18 per additional page. Limited-time free monthly subscription.
8. X-Charge Credit Card Processing: Integrated credit card processing within Medisoft. Free to JB Medical software users, transaction fees charged by X-Charge.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Medisoft sells healthcare practice management and electronic health record (EHR/EMR) software for small and mid-size physician practices. The core products — Medisoft Practice Management and Medisoft Clinical EHR — combine billing, scheduling, eligibility verification, clinical documentation, electronic prescribing, and claims management in an integrated HIPAA X12 5010 and ICD-10 compliant suite, with companion scheduling (Office Hours Professional), reporting (Medisoft Reports Pro), and add-on services (RelayHealth EDI, eScript, BillFlash, X-Charge, Encoder Pro).

Product overview

Medisoft is a healthcare practice management and electronic health record software suite offered by McKesson and distributed by JB Medical Management Solutions. The core product lineup consists of Medisoft Practice Management (billing and scheduling), Medisoft Clinical EHR (combined PM/EMR solution with Bright-Note Technology), and Office Hours Professional (scheduling). The portfolio includes related add-on services such as RelayHealth EDI for electronic claims and eligibility, eScript for electronic prescribing via SureScripts/RxHub, Encoder Pro and Codes on Disk for medical coding, BillFlash for electronic statements, and X-Charge for integrated credit card processing. Training is available through DVDs and interactive CDs. The company also offers MediNotes to Medisoft conversion services as the legacy MediNotes product was retired. Versions range from v11 through v24, with v24 being the latest release.

Differentiator

Problem solved

Functional benefit

Products and services

• Medisoft Practice Management Core practice management system for small and mid-size physician practices that handles billing, scheduling, eligibility verification, accounts receivable, and claims management with HIPAA X12 5010 and ICD-10 compliance. Available in Basic, Advanced, and Network Professional editions.
• Medisoft Clinical EHR Combined practice management and electronic medical record (PM/EMR) solution for physician practices. Features Bright Note Technology for single-note charting, ePrescribing, patient education, clinical tools, formulary, Webview, and Meaningful Use Software Assurance. CCHIT certified and eligible for federal EHR incentive payments.
• Office Hours Professional Patient appointment scheduling software with color-coded appointment templates, treatment room scheduling, provider availability search, and wait list management. Adds computerized scheduling speed and flexibility to the Medisoft practice management system.
• Medisoft Reports Pro Reporting and practice management tool for Medisoft v19 and newer, providing custom and ad-hoc reporting capabilities as a separately licensed add-on module.
• RelayHealth EDI Services Electronic data interchange (EDI) services including electronic claims submission, electronic remittance advice, and eligibility verification. Subscription-based connectivity service integrated with Medisoft.
• eScript Electronic Prescribing True electronic prescribing service through RelayHealth that transmits prescriptions and renewals to retail and community pharmacies. Includes drug interaction screening, formulary compliance checking, and renewal processing.
• Encoder Pro Coding Software Ingenix coding and reference software integrated with Medisoft for locating CPT, HCPCS, and ICD-9 codes. Includes spell check, code sorting, narrowing search, and bookmarking features.
• Codes on Disk Separately licensed CPT and ICD-9 code libraries that merge with Medisoft products, including code, description, and type of service. Covers 35+ medical specialties including Allergy, Cardiology, Dermatology, Emergency Medicine, and Family Practice.
• BillFlash Electronic Statements Electronic patient statement transmission service integrated with Medisoft that allows practices to send statements electronically in one batch.
• X-Charge Credit Card Processing Integrated credit card processing within Medisoft that supports all major credit cards and is Visa CISP validated. Free to JB Medical software users (transaction fees apply).
• Medisoft Training DVDs 5-volume DVD training kit for Medisoft covering Getting Started, Activities and Transactions, Insurance and Patient Billing, Reporting and Practice Management, and Routines and Month End Processing. Super Pak includes Office Hours training.
• Medisoft Interactive Training CDs 7 CD-ROM interactive training library covering Setup, Daily Accounting, Billing, Cash Flow Analysis, Appointment Scheduling, Custom Reporting, and Collections for Medisoft.
• MediNotes to Medisoft Conversion Services Data conversion service that migrates practices from the retired MediNotes EMR to Medisoft Clinical EHR, including patient data, surgical history, vitals, scanned images, immunization, OB history, and health maintenance records. Essential data conversion offered free for a limited time; enhanced and custom packages available.

Quantifiable outcome

• Tens of thousands of physician practices rely on Medisoft daily
• +1 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature8 records

Partnerships

Five partnerships are on record, tiered core and minor.

• McKessoncoreChannel Partner/ Reseller/ DistributorMcKesson is the parent company and primary distributor of Medisoft products. They provide the software development, certification (CCHIT), and distribute through authorized VARs and resellers like JB Medical. McKesson's connectivity services company RelayHealth powers electronic prescribing and EDI services.
• RelayHealthcoreTechnology or IntegrationRelayHealth, a McKesson connectivity company, provides electronic data interchange (EDI) services integrated with Medisoft including electronic claims submission, electronic remittance advice, and eligibility verification. RelayHealth processes over 1 billion transactions annually.
• SureScriptscoreTechnology or IntegrationSureScripts Electronic Prescribing Network enables Medisoft Clinical's eScript electronic prescription service, transmitting prescriptions and renewals to retail and community pharmacies across the U.S.
• RxHubcoreTechnology or IntegrationRxHub provides electronic prescribing infrastructure for Medisoft Clinical, enabling real-time prescription routing and drug interaction screening.
• MouseketeersminorStrategic or Co-development PartnerJB Medical has partnered with Mouseketeers to expand services for customers, specifically around implementing Medisoft Clinical EHR software.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Tebra (formerly Kareo): Cloud-based practice management, EHR, and patient experience platform built specifically for independent small practices—a near-direct modern competitor to Medisoft's core segment.
• AdvancedMD: Cloud EHR, practice management, and medical billing software for small to mid-sized practices and billing services, competing with Medisoft on integrated PM/EHR for ambulatory providers.
• eClinicalWorks: Major ambulatory EHR and practice management vendor serving small to mid-sized physician practices with on-premise and cloud deployments, directly competing with Medisoft for the same customer segment and feature set.
• athenahealth: Cloud-based EHR, practice management, and revenue cycle management platform targeted at small and mid-sized physician practices, competing head-to-head with Medisoft in ambulatory care.
• NextGen Healthcare: Ambulatory-focused EHR and practice management suite widely deployed at small to mid-sized physician practices, offering a comparable PM/EHR combination to Medisoft.
• Greenway Health: Provides Intergy and Prime Suite EHR/practice management solutions to ambulatory practices, overlapping directly with Medisoft's target SMB physician market.

Broad incumbents

• Epic Systems: Largest acute and ambulatory EHR vendor; primarily serving large health systems but increasingly moving into smaller practices through community connect models, representing the upper-end incumbent in the same EHR market.
• Allscripts / Veradigm: Broad ambulatory and acute EHR portfolio (including Practice Fusion and Professional EHR) that overlaps with Medisoft in the small-practice segment but extends well beyond it into enterprise healthcare IT.
• Cerner / Oracle Health: Dominant enterprise EHR vendor with growing ambulatory presence; not a direct SMB competitor to Medisoft but a broad incumbent in the same health-IT category.

Emerging players

• Practice Fusion (Veradigm): Web-based EHR originally targeted at solo and small-group practices; now part of Veradigm. Historically a low-cost competitor to Medisoft for independent providers.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Medisoft