December 2nd, 2016 First Friday of the Month Conference Call Recording Available

Posted: Thursday December 29 2016 @ 12:37pm

Category: Main

For those of you that did not make the Conference Call on 7/1/2016, you can listen to the recording here

Topics Included: End of Year Care for THOMAS - Some ideas for you before you post any charges for 2017:

Complete all posting of payments and charges that you have received up until 12/31/2010. Do not post 2011 information until this is completed.

Run all the reports your accountant wants for year end. Ask the CPA now if they have all the documentation they need BEFORE you post next year's stuff.

Reconcile all accounts. (This re-adds the transaction ledger. If items are changed/removed in the transaction the patient/insurance balance may be off. Reconciling corrects any of those balances.)

Do all patient statements.

Check other claim status from the Paper Claim Billing Menu. All open/hold/rebill/inquiry claims should be reviewed. Verify that all claims that can be billed are changed to the appropriate status and available to be billed. Only claims in an unbilled/rebilled/inquiry status will be prepared.

Work all Edit Reports and rejections from 2016.

Run Delinquent claims Report . Work all non-paid claims. Especially those that will reach filing limits early next year.

Run an Aging by Patient Report. Review all balances including credit balances for patient account that need corrections. If your office writes off balance under a certain amount (ex: any patient balance under a $1.00) do so at this time.

Prepare and send all electronic files. (including inquiry claims)

Prepare and send all paper claims.

During the following steps everyone needs to be out of the system. All computers need to be completely out of THOMAS. Depending on the size of your system the time of these functions can vary.

Do a back up that you can store off site. (Backing up is extremely important on a daily basis, however, at year-end it may be more important. If for any reason you need to pull the data that was in your system when you sent data to the accountant you may have that ability. (but you should have run them before next year's postings) You will also have a back up that is off site in case something happens in your office, it really does happen!) You should have everyone out of THOMAS before backing up.

Review your backup practices. Are you backing up as often as you can afford to lose it? If your building burned down tonight, do you have a recent backup off site that will get you back in business without a huge loss? Have you considered a cloud backup solution such as CrashPlanPro? Is your backup encrypted? Have you tested your backup in the last few months? What exactly is it backing up?

After you do your backup run a Pack databases. (When you delete information from THOMAS it is not necessarily removed right away. When you pack it deletes any information that you have deleted that is being held in you databases.) You must have everyone out of THOMAS to pack. You run it from the THOMAS Maintenance Icon -> Reindex, and check the Pack checkbox.

Review your security practices involving your computer. Is the hard drive with THOMAS encrypted? Have you made certain Windows updates are being installed regularly (usually by end of second week each month).

Are you using a anti-virus/malware program and is it up to date? Have you disabled users that are former employees? Are your employees on Facebook or risky web sites on business computers? Is your computer old and slow?

Learn more about THOMAS. Check our YouTube page at and watch tutorials on recent changes to the program. Call Genius and schedule training for new employee or those wanting to learn new trick and tips. Many times clients find very useful things they didn't even know about with training.


Other Links

RSS 2.0 Feed