OnSTAFF 2000
UTILITY/
MAINTENANCE MENU
The Maintenance Menu is accessible through both /Utility/Maintenance and /Utility/Set Up/Maintenance.
Menu Options:
Purge Purge selected patient information.
Update Runs a program to update On-Staff files.
Reverse Entry Reverses the entry of charges, payments and adjustments.
Check Credit
Exit Returns you to the Set Up Menu.
Utility/Maintenance/PURGE
The Purge option allows the permanent removal of selected information from On-Staff for a group or batch of patients. Several purging options are available.
Menu Options:
Group of Patients Purge consecutive accounts.
Batch of Patients Purge one or random accounts.
Exit Returns to the Maintenance Menu.
NOTE: It is ABSOLUTELY NECESSARY that you perform, on a separate tape, a backup and verify this backup. Keep the tape for a minimum of thirty days in case the purged information is needed for further reference.
When Batch of Patients or Group of Patients is selected, On-Staff will display the following:
Batch of Patients:
Patient No. Enter the patient account number of the desired account(s) to purge (up to a maximum of 99 accounts).
Group of Patients:
Patient Account No.
From Enter the beginning account number from which you want On-Staff to start purging.
To Enter the ending account number from which you want On-Staff to end the purge.
Batch of Patients and Group of Patients:
Through Date: The most recent entry date of activity to purge through using MM/DD/YY date format and Accounting Ledger <E_Date>.
Category: To limit the purge process to a selected category, enter the /Utility/Category <Category Code> OR bypass to select ALL categories.
Balance (A/Z): Purge all patient's with balances or only those with a zero account balance:
A All account balances.
Purge ALL balances. All balances should be adjusted first else the charges will be removed and the balances will appear as a balance forward and patient demographics will not be removed even if Y was selected on Demographic (Y/N).
Z Zero account balances.
Purge ONLY if a patient has a zero balance.
Save (T/N): On-Staff will or will not save purged information in an archive directory based on this field’s entry:
Y Save in the archive directory.
N Do not save in the archive directory.
Print Ledger
(Y/N): Print, for a final hard copy record, patient's accounting ledgers based on the criteria entered in previous fields:
Y Yes
N No
Demographic
(Y/N): Purge patient's demographic information from On-Staff based on the criteria entered in previous fields:
Y YES
N No
NOTE: Do not answer Y if any clinics share patient information! To verify if patient information is shared, go to Utility/Set Up/System/View and
check for each live clinic the value on the <Patient> field. If this value is other than the number enter on the <Clinic No.> field, you are sharing patient information with that clinic and may not purge demographic information!.
Recalls (Y/N): Purge patient's appointment recall information based on the criteria entered in previous fields:
Y Yes
N No
Ledger Comments
(Y/N): Purge patient's ledger comments based on the criteria entered in previous fields:
Y Yes
N No
Charges
(A/Z/N): Purge, based on the criteria entered in previous prompts:
A All charges regardless of whether paid or not.
When unpaid charges are purged, On-Staff moves the unpaid balance into balance forward. Any payments or adjustments to then be applied to this would be done through /Payment/Balance Forward.
Z Zero balance charges only.
Diagnoses related to a particular visit will not be deleted if there is/are remaining unpaid charge(s).
N Do not purge charges.
NOTE: When Balance (A/Z) = A, Demographics (Y/N) = Y and Charges (A/Z/N)= A only then may you reuse the accounts.
Appointments
(Y/N): Purge patient's appointment history based on the criteria entered in previous fields:
Y Yes
N No
After pressing enter on the last field, On-Staff will display the following warning:
******************* WARNING *********************
*** WARNING **** WARNING *** WARNING ***
THIS OPTION DELETES ALL THE INFORMATION THAT YOU
REQUESTED, IF YOU ARE NOT SURE ANSWER NO TO THE
NEXT QUESTION AND EXIT.
BATCH OF PATIENTS
Would You Like To Proceed(Y/N)?__
N Returns you to the Maintenance Menu.
Y Gives you the following screen and prompt:
******************* WARNING *********************
*** WARNING **** WARNING *** WARNING ***
THIS OPTION DELETES ALL THE INFORMATION THAT YOU
REQUESTED, IF YOU ARE NOT SURE ANSWER NO TO THE
NEXT QUESTION AND EXIT.
BATCH OF PATIENTS
This is Your Last Chance Would You Like To Proceed(Y/N)?__
N Returns you to the Maintenance Menu.
Y Purges selected information and returns you to the Maintenance Menu.