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
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.
You will need to ensure that no one carries out any billing while the Check Integrity is running. Your integrity check may take a while to complete, so we also recommend carrying this out after hours where possible.
Navigate to File > Maintenance and Reports > Monthly and select the Check Integrity option to 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.
We strongly recommend always contacting Genie Support for assistance in resolving any issues uncovered in your integrity check. If you do not feel confident in resolving the problems, it is important to seek assistance from our support team as any changes that you make that do not correct the problem could worsen the issues within your fiscal data.
Depending on the extent of the problems, we may need to organise to resolve the problems in Genie Solo on the server machine.
If you are confident in resolving these problems yourself, then you may be interested in how you could go about solving the problems yourself. The problems in your integrity check must be solved in the following order:
- Problem Transactions
- Problem Sales
- Problem Payments
- Problem Accounts
Double-clicking on any of the issues within the Problem Transactions, Sales, Payments or Accounts will present you with the problem record where you can make the appropriate changes. The changes you make will depend on the problem message listed on the right-hand side of the Check Integrity window.
Example 1 - invalid account ID
A Problem Transaction / Sale / Payment could be stated as having an invalid account ID, which usually means the Account ID is incorrectly set as zero:
To resolve this, we would want to navigate to the invoice in the patient's account history, then re-address the invoice back to the correct Account Holder and Patient using the re-address icon 
at the top of the window.
To check that this resolved the issue, double-click on the items and/or the payment in the account history and ensure that the items and the payments have the same account ID (i.e. the problem sale / payment is no longer listed as Account ID: 0).
Example 2 - problem accounts only
If you have run the integrity check and only received Problem Accounts issues (no Problem Transactions, Sales or Payments), simply double-click on each problem account in the list, then click Update Balance within the Account Holder window.
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