Medical Manager Yearend Checklist
JAYDEE CORPORATION
https://www.jaydeecorporation.com (708)788-3203
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errors with your Medical Manager -
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Year-End
Procedures for The Medical Manager
DO
NOT DO A PERIOD CLOSE WITH PURGE!
Daily
Close for December 31, 2023 – Required
Post all
charges and payments that you want reflected in the year 2023. Perform a daily
back up of
your system.
Then do a daily close for December 31, 2023 (even if you haven’t entered any
information
in your system) and advance the date to January 1, 2024.
Month/Year
End Reports
You will
balance your system just as you do at the end of every month. If you are unsure
how to
balance your
system please see the information noted below.
Version
9.10 and UP:
Guarantor
Financial Summary with Unapplied Credit (/m801)
System
Financial Summary (/m808)
Open Item
Report (/m803)
System Aging
Analysis (/m802)
Unapplied
Credit Report (/m809)
Version
8.12, 9.02 and 9.03
Guarantor’s
Financial Summary with Unapplied Credit (/m801)
System
Financial Summary Report (/m808)
Current
Period A/R Report (/m805)
Optional
Year End Reports
All of these
reports can be found on Menu 8 or Menu 30 depending on what version of Medical
Manger you
are on.
Insurance
Plan Receipts Report
Referring
Doctor Analysis
Guarantor
Summary
Period A/R
Report
Procedure
Productivity
Any other
reports that your office may need
Patient
Statements and Insurance Billing
If you have
“Balance Forward” statements you must run them prior to performing your Year
End Close.
If you have
“Open Item” statements you should run those after the Year End Close to prevent
$0
statements.
It is recommended that you run Insurance Billing (Electronic and Paper Claims)
so that
everything
shows as billed for reporting purposes. Insurance Billing is not required prior
to the close.
Year
End Back-up
You need to
make sure that you have a
end close.
Call us if you don’t know how to run a YEAREND BACKUP.
If your
system does automatic nightly backups,and you are sure that the backup was successful,
you may be
able to use the previous night’s tape as your Year End Back up. Any entry done
today
will not be
on the tape! Make sure that you
label the tape “YEAR END BACK UP 2023”.
Year
End Close
Choose Menu
3 Option 2 (/m302). This process will take approximately the same amount of
time as
your Period
Close with Purge. Do not exit until it is finished.
DO NOT DO
A PERIOD CLOSE WITH PURGE!
Call Carol
or Chris if you cannot advance your date.