Performing End-of-Month Procedures > Printing Monthly Reports

Printing Patient Verification Reports

Generate a Patient Verification report to validate patient balances against calculated balances, and provide a list of accounts that are out of balance.

To generate this report, select Reports > Other > Patient Verification. A message is displayed while the verification process occurs.

When the verification is complete, one of the following is displayed:

• A message confirming that all patients verified correctly

• The print preview window of the Patient Verification report listing the out-of-balance accounts

To correct the out-of-balance accounts:

1. From Windows Explorer, navigate to the following folder: C:\WinOMSCS.

2. Double-click the file: cstoolkit.exe. The CS Utility window is displayed in Basic mode.

3. If the utility is not in Basic mode, select File > Mode > Basic.

4. Select Recalculate Balances, and click the green arrow.

5. Follow the instructions on the Recalculate Balances tool.