Preparing to Convert Patient Balances
This section explains how to prepare your patient balances for your scheduled conversion and how to review your converted balances after the conversion to ensure that your data converted successfully.
Topics include the following:
Before the Conversion
Eyefinity recommends that you review all of the patient balances in your current system to ensure that the balances that are going to be converted to AcuityLogic are valid. As you review and verify each balance, consider:
- The age of the balance. Does the balance need to be written or adjusted off?
- Have the services already been performed or the products already delivered?
By taking the time to review patient balances before your conversion, you will be making it easier to process certain transactions after your balances are converted to AcuityLogic.
The Night before the Conversion
At the close of business, run an accounts receivable report for your patient balances in your current system. Save this report to compare it to the one you run from your AcuityLogic system the morning after your conversion.
After the Conversion
Before you open for business, run the Accounts Receivable Aging report in AcuityLogic. Compare this report to the one you ran the night before on your old system for accuracy. If a balance is missing from the new accounts receivable report, notify your AcuityLogic conversion specialist immediately.
Keep in mind that all converted receivables age from the conversion date; the aging history from your previous system is not converted with the balance.
After the conversion is performed and you are live on AcuityLogic, do not process any transactions in your old system.