Utilities > Using Maintenance Menu Utilities > Running the Transaction History Maintenance Utilities

Running the Move Selected Transactions Utility

Run this utility to compress paid transactions; balance transfers to the patient and claims that have not been sent or paid are not compressed into the transaction history. Actual productions, payments, and statement sent codes are stored. Other information, such as treatment plans, is deleted.

To move selected transactions:

  1. Instruct all users to exit the software.

  2. Select Start > All Programs > SoftDent Software > SoftDent Utilities. The  SoftDent Login window is displayed.

  3. Type your user name and password and click OK. The SoftDent Utilities window is displayed.

  4. Select Maintenance >Transaction History Maintenance > Move Selected Transactions Utility. A message informs you to save a backup before running this utility.

  5. Click Yes. The Transaction Compressing window is displayed.

  6. Type the number of days before which transactions will be compressed in the All Transactions older than field.

  7. To exclude accounts associated with a specific user code from the compression, type the user code in the Do not archive transactions for field. The default value for this field is CL and indicates that accounts turned over for collection or associated with pending legal cases will not be compressed.

  8. Click OK. A message asks you whether to compress the selected files.

  9. Click Yes. A message informs you that the compression is complete.

  10. Click OK.

  11. Restart the software.

 

 

Archiving a Previous Year's Transactions