closing old cases

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EHCS
Posts: 122
Joined: Tue Oct 02, 2012 10:34 am

closing old cases

Post by EHCS » Mon Jan 29, 2018 3:31 pm

Is there a way to close zero balance cases in bulk?? I bill for numerous providers and have never closed cases and I am now realizing it would be nice to purge the really old stuff but it would take me days to go through each case individually and close them.

EHCS
Posts: 122
Joined: Tue Oct 02, 2012 10:34 am

Re: closing old cases

Post by EHCS » Mon Jan 29, 2018 3:39 pm

oh dear, nevermind....i found it in the archive option. Does archiving patients case records remove it from all reports and keep it off of their statements if we choose to print patient statments with bill paid entry's??

EHCS
Posts: 122
Joined: Tue Oct 02, 2012 10:34 am

Re: closing old cases

Post by EHCS » Mon Jan 29, 2018 3:55 pm

Also...I noticed it didn't close a lot of cases that have a zero balance, why is that???? what is the criteria for it to close a case? most of the cases it didn't close are from 2015 and 2016, but they have had a zero balance for over a year. I would love to know how this works

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Gavin Walker
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Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: closing old cases

Post by Gavin Walker » Tue Jan 30, 2018 10:12 am

Some reports include archive data and some do not. You have to be careful. I think all the payments have to be applied also. The other option is the rounding utility in MediUtils but this takes a VERY long time to run. Repair Payment References might also affect this and that is also in MediUtils.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

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