Genie understands how important it is for your practice to have correct and up to date data when it comes to your finances. To save you time checking through all of your billing manually, Genie has included an automated function called Check Integrity which will review the health of your financial data.
Before you begin
If your Check Integrity presents any issues and you are not confident in resolving them yourself, please contact Genie Support to assist you.
A Check Integrity should be run on a monthly basis and always before generating any financial reports. This is particularly relevant for your Billing vs Income report and if you are making payments to your providers based on their billings or receipts.
A Check Integrity can sometimes take a while to scan through all of your financial data. For this reason we would recommend running this when you’ve got some spare time ahead of you.
Please note: You will need to ensure that no one carries out any billing while the Check Integrity is running. We recommend carrying this out after hours where possible.
Why you should run an Integrity Check
A Check Integrity is essential to ensuring that your financial data is accurate. After running a Check Integrity you will be presented with any issues that Genie has found in your financial records. This may be problem transactions, sales, payments or accounts. If these issues are not corrected then your financial reports such as your Billing vs Income may be inaccurate.
Running a Check Integrity monthly and dealing with any issues periodically will minimise the risk of encountering a great number of problems in one go.
Navigate to File > Maintenance and Reports > Monthly. Select the Check Integrity option and you will be presented with the following window:
Select Check Data and you will see Genie begin to scan through your Transactions. If there are any problems in your financial data, you will see a list of them come up on the right hand side and in the boxes in the bottom left corner.
When the Check Integrity is finished Check Complete will appear above the box on the right. All the notes about the check with be listed in this box as well as either one of the following results:
Everything Balances – Your financial data is healthy and there is nothing further for you to do
Unbalanced Data! - Genie has found some problems in your financial records that will need to be resolved.
If your Check Integrity presents any issues then it is best to get on top of this as soon as possible. If you do not feel confident correcting these problems yourself then it is strongly recommended that you call Genie Support to assist you with this. Changes that do not correct the problem could worsen the issue.
If your Check Integrity presents a large number of problems then please contact Genie Support at your earliest convenience and do not attempt to resolve these yourself.
Double clicking on any of the issues in the Problem Transactions, Sales, Payments and Accounts boxes will present you with the record where you can make the appropriate changes.
You should correct the discrepancies in the following order:
- Problem Transactions
- Problem Sales
- Problem Payments
- Problem Accounts.
It is important that Transactions, Sales and Payments are corrected before any Problem Accounts.
Related Articles
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Using the 'Update Balance' Functionality
Billing, Financials and Reports
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