Period Close with Purge Checklist - Medical Manager
End of Month Checklist
The following check list should be followed to properly close out each month except for the last month of your fiscal year. Do not run a monthly close if this is the last month of your financial year. You must run the yearly close with purge.
- Input all items for the month
- Run Daily Backup (Optional if automatic nightly backups)
- Run Daily Close
- Change date to first work date of new month.
- Run System Financial Summary (5,2,8)
- Run Guarantors Current Period A/R in Summary (5,2,5)
- Run Guarantors Summary ONLY unapplied (5,2,1)
- Check Totals* of the three reports to verify balance of system
*If the totals do not balance, do not panic. The close can be completed and the totals corrected at a later date. - Run Insurance Plan Receipts (5,2,12,2)
- Patient Payment Application Report (OPTIONAL)
- Patient Statements
- Run Backup and label it “Monthly Backup” (Optional if running automatic daily backups)
- Run Period Close (9,1)
NOTE: Reminder to archive insurance profiles at end of year. (/M2502)
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Period Close with Purge Checklist - Medical Manager
The following check list should be followed to properly close out each month Except for the last month of your fiscal year. Do not run a monthly close if this is the last month of your financial year. You must run the yearly close with purge.
Yearly Close Checklist - Medical Manager
With the year coming to a close, it’s time to think about year-end system procedures. The most important of which is to make sure your system date is changed correctly to reflect the New Year. Here is a checklist of the reports we recommend you run at the end of December, if December is when your fiscal year ends.