Maintenance & Reports - The Monthly tab

The following features are accessible by navigating to File > Maintenance & Reports > Monthly tab. If you are looking for information on any of the other tabs, please see the relevant link below:

• The General tab
• The Daily tab
• The Practice Analysis tab
• The Administrator tab
• The Other Reports tab
• The Disease Coding tab

Unpaid Invoices:

Unpaid Invoices contains all deferred and overdue invoices. For information on all the features this report has, please see our Unpaid Invoices Report article.

Transaction Summary:

Displays all the transactions for the selected month for all or a selected provider. This report is similar to the Daily Transaction Report in the Daily tab.

VMoney Export:

This function will export sale items ready for use within VMoney. The button for this report will only appear if your state is set as NSW in your Practice Preferences. To use the VMoney Export feature, you must be running Genie v8.8.5 or higher. You must also have a Medical Registration Number entered in your User Preferences (File > User Preferences).

Stored Updates:

This will show a list of all updates that have been stored for later activation, e.g. fee schedules. The user that performed the download will be alerted on the activation date when they log in as to whether they would like to apply the update, or they can be done at any stage through this button.

Check Integrity:

This will check the integrity of your billing data. This step should be performed before any income/billing reports are completed to ensure accurate figures are obtained.

For more information on why and how to run an integrity check, please see our Check Integrity article.

The following options are covered in detail within our Archiving and Culling article.

Archive Patient Correspondence:

Archives old letters by storing them in the patient's images folder on the server in RTF format.

Archive Pathology Results:

Archives old pathology results by storing them in the patient's images folder on the server as text files. 

Cull Script Archive:

Deletes patients' script archives in the Clinical window from the database. It is a legal requirement that a copy of all printed prescriptions be retained for 12 months (24 months in some states).

Cull Old Invoices:

Deletes old invoices which have been fully paid. Afterwards the database will be compacted to recover empty space.

Archive HIC Online Claim Text:

Archives the encrypted claim message of finalised HIC Online transmissions which are more than 3 months old. Archived transmissions are stored in Genie\HICOnline\ArchivedTransmissions.