*1 Month-end Processing
>UPDATE  End of Period Update

  End of Period Update:  Enter "Y" if you want to update the current 
  transactions into history.  If you don't want to do the end of period 
  update press [Enter] or enter "N" and the cursor jumps down to Purge 
  Appointments.
>1   

  Enter End of Period Date:  Enter the cutoff date that you want to use
  for the  end of period in  MMDDYY format.   Press [Enter] to use the 
  current system date. The date you enter here is used as a cutoff date,
  meaning  that only  entries with  dates up to and including this date
  will be removed from the current entry file.  This date should be the 
  last day of the billing  period that  you wish to close.  The balance  
  forward that appears on patient ledgers, statements and other reports 
  will  appear with this date. 
.PA
>2   

  Delete Charts With Zero Balances: Enter "Y" to delete patients with  a 
  zero  balance.   Enter  "N" or press [Enter] if you do  not  want  to 
  delete  patients with a zero balance.  Use a great deal of  care  with 
  this  operation!   Once  a  chart number is  deleted  it  may  not  be 
  recovered. 
.PA
>3  

  Zero Balance Cutoff Date: If you are deleting zero balance charts, you 
  must  enter  a  date here in MMDDYY format.  Any  chart  with  a  zero 
  balance and date of last payment that is prior to the cutoff date will 
  be deleted. 
.PA
>4   

  Enter  Range  of  Chart Numbers:  Enter a beginning  and  ending chart 
  number  separated  by  a dash to limit  the  patients  considered  for 
  updating.  Or, press [Enter] to update all patient charts. 
.PA
>5  

  Enter  Range  of Billing Codes:  Enter a beginning and ending  billing 
  code separated by a dash to limit the patients updated to those with a 
  specific  billing  code.  Or, press [Enter] to include  all  patients 
  regardless of billing code. 
.PA
>6  

  Enter  Range  of Indicators:  Enter a beginning  and  ending indicator 
  separated by a dash to limit the group of patients updated.  Or, press 
  [Enter] to include all patients regardless of indicator.
.PA
>7   

  Purge Appointments:  Enter "Y" to purge appointments.  Enter "N" or
  press [Enter] to leave all appointments in the appointment file.
.PA
>8  

  Appointment  Cutoff  Date:   If you  answered  "Y"  to  the preceding
  question  you must enter a date in  MMDDYY format to  allow  MediSoft
  Advanced  to determine the group of appointments  to  purge. 
.PA
>11  

  Purge History Transactions: Enter "Y" to purge old billing transactions
  from your transaction history file.  Enter "N" or press [Enter] to 
  leave those history entries in the file.  History entries should be 
  periodically  purged  from  your history files.   A  large  number  of 
  history   transactions  uses  too  much disk space and  makes MediSoft 
  Advanced run slower.  
  NOTE:  Only transactions with document totals of zero will be purged 
  from history.
.PA
>12  

  History Transaction Cutoff Date:  If you answered "Y" to the preceding 
  question  you  must enter a date in  MMDDYY format  to allow  MediSoft 
  Advanced  to determine which billing entries you wish to  remove  from 
  your history file.  Only those entries currently in the history file
  will be evaluated for removal.
.PA
>13  

  Purge Deposit/Insurance Analysis:  Enter "Y" to purge the deposit file 
  and the insurance analysis file.  Enter "N" or press [Enter] to leave 
  all deposits in the deposit file and information in the insurance 
  analysis file.
.PA
>14  

  Deposit  Cutoff  Date:   If you  answered  "Y"  to  the preceding
  question  you must enter a date in  MMDDYY format to  allow  MediSoft
  Advanced  to determine the group of deposits to purge and the cutoff
  date for entries in the insurance analysis file. 
.PA
>15  

  Purge Audit Entries:  Enter "Y" to purge all audit entries.  Enter "N"
  or press [Enter] to leave all audit entries in the audit entry file.
.PA
>CONT
  
  After you have answered the preceding questions a screen will  display 
  showing you the exact actions  MediSoft  Advanced will take based upon 
  your  instructions.   After verifying that the  information  shown  is 
  correct, press "Y" to continue with the update.  If you do not wish to 
  continue, press "N".
  
  IMPORTANT:   We  advise that  you  make a   backup  of  your  MediSoft 
  Advanced  data  before  using  this or any  operation on the Utilities  
  menu.
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