Creating New Practice

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TimPoff
Posts: 3
Joined: Thu Apr 17, 2008 9:10 pm

Creating New Practice

Post by TimPoff » Wed Jul 14, 2010 10:11 am

Is there a method of creating a new practice and exporting ONLY the patient demographics and scheduling from an existing practice? We were able to use the Medisoft utility to export demographics but it included a balance amount which we would like to avoid. Conversely is there a method of zeroing all balance amounts (essentially starting out billing all over)?

Thanks for your input!

Tim
Tim
Houston, TX

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Gavin Walker
Posts: 4626
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Creating New Practice

Post by Gavin Walker » Wed Jul 14, 2010 3:45 pm

You can use the Medisoft utility MediUtils to run the Reset Patient Accountings to start a new practice with all the patients but no transactions. After that is done, you can run File Maintenance -> Recalculate All Balances to reset all the patient's account balances. If you need to move appointments over, MediUtils has an Import/Export function that will let you export the appointments out of one practice and import them into another practice. I hope that helps!
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

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