Yearly Close Checklist - Medical Manager
End of Year Checklist
- Input all items for the month
- Run Daily Backup (Optional if automatic nightly backups)
- Run Daily Close
- Change date to January 1, of New Year.
Do not allow any production to be entered in New Year until financial reports have been printed and yearly close has been completed.
- 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 (if open item statements are used, you may run them at any time.)
- Run Backup and label it “Yearly Backup”
- Run Yearly Close (9,2)
The Yearly Close (9,2) also performs a Period Close. Do not run both.
Remember to Archive your Medicare Profile /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.