Start off the new
year right with all your data in order. One
great feature of Datacon is that it requires so little data
maintenance. However, at year-end we do remind you of a few
functions to ensure that you will start the new year off
right. Here is a short "to-do" list for the year-end:
-
Post everything you want reflected in the
year just gone by, prior to the "Yearly Clear", including
adjustments, refunds, etc.
-
Run your monthly reports as usual, including
the Practice Summary Report for the year.
-
Select Print fee schedule from
Procedure Codes to see YTD totals by procedure.
-
Run your "Yearly Clear". Remember that it is
the 3rd selection in Print Control Sheets and it
performs the daily, monthly & yearly clears in one
keystroke.
-
Remove old schedule blocking. This should be
done on a monthly basis, but if you have not done this,
please do it now.
-
Select File Maintenance>Reorganize
files, and reorganize each item in the first box. This
should be done on a monthly basis. NOTE: "Ageing"
reorganization is not necessary if you are on version N(84)
or higher.
-
Archive the LAST backup tape of the year,
preferably off site.
Reprinted from the
December 2003 Newsletter |
