Pulling up EFT/Reports....long delays

Technical problems with Medisoft.
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ALI
First Paid On ICD-10
Posts: 61
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Pulling up EFT/Reports....long delays

Post by ALI » Sat Mar 05, 2016 11:46 am

How can i speed up the process of pulling up reports/ posting payments in Relay?
I might need to set up time this next week
In the past i was shown how to archive but i can do that report by report , it takes too long and now I've got alot of data i would just like to delete all together ( reports go back as far as 2011 )
Is this something I can do or you can help me with

This is an older/large account. I notice that my newer accounts are lightening fast.

Thanks for some direction, Ali

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Gavin Walker
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Location: Springfield, MO
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Re: Pulling up EFT/Reports....long delays

Post by Gavin Walker » Sat Mar 05, 2016 2:25 pm

There is an auto-archive function. Set it to archive reports older than 1 year old.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

ALI
First Paid On ICD-10
Posts: 61
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Re: Pulling up EFT/Reports....long delays

Post by ALI » Sun Mar 06, 2016 8:59 pm

Awesome, can you give me the steps on how to set that up?
thanks, Ali

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Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Pulling up EFT/Reports....long delays

Post by Gavin Walker » Sun Mar 06, 2016 11:21 pm

In Revenue Management go to Configure -> Preferences -> Revenue Management tab

Check Archive Compressed Data
Archive Files Over 12 Months
Make a New Archive Every 12 Months
On Each Report Type select Archive Report After Opening 180 Days
Under File Name Patterns Click the + sign and enter *.* and click the check mark

Then click Save to save your setting changes.

Re-start Revenue Management.

ALI
First Paid On ICD-10
Posts: 61
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Re: Pulling up EFT/Reports....long delays

Post by ALI » Mon Mar 07, 2016 10:26 am

thank you!

ALI
First Paid On ICD-10
Posts: 61
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Re: Pulling up EFT/Reports....long delays

Post by ALI » Mon Mar 07, 2016 3:48 pm

didnt seem to help, i must be doing something wrong...I'll call and set up a time to connect tomorrow when i have more time. thanks....

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