There are a few things that you need to do at the end of a calendar year in Clinic Essentials. Given the nature of Accounts Receivable reports and that they cannot be reprinted, you will need to print your Patient, Insurance, and 3rd Party Accounts Receivable reports prior to entering any new billings in 2014. This is very important.
Secondly, your visit counters will need to be reset. We have automated this in newer versions of Clinic Essentials.
Reports that MUST be printed are:
Reports that can be printed are:
End of Year Reports (if end of your fiscal year)
The next steps are only to be done after the last billing is completed in December, OR before the first billing of January.
For versions 7.14+
It appears that you have logged in a New Year, do you wish to reset all Year To Date visit counters and the patient chart number prefix? Yes/No
For older versions
If you are using an older version, please do the following:
Resetting the Year to Date Counters for MSP Visits
Resetting the Year to Date Counter for Patient Visits only (visits, no-shows, cancels)
This option will reset Year-to-Date counters to zero for all patients. It is advised that this utility is used at the beginning or end of each cash year. Reset Counter? Yes/No