Close Out

MedSuite uses the concept of a Close Out to perform all of the daily production functions required to properly operate the system. The Close Out form is submitted to the Task Manager with indicators set to run or not run each of the production functions.

Task Name	Task Name displayed in the Task Viewer
Report Results to User	User Name whose Task Viewer will receive the output of the Close Out
Concurrency	Indicates that the Concurrent Case Audit will be rerun in the Close Out to get a final report for all batches and all anesthesiologists
Post Visits	Indicates that all released batches of visits will be posted
Post Payments	Indicates that all released batches of payments will be posted
Process Remittance	Indicates that any unprocessed electronic remittance files should be processed and create unreleased payment batches, enter the payments and adjustments to the patient claims and generate remittance reports.
Claim Print	Indicates that all selected paper claims be formatted for subsequent printing
Electronic Claims	Indicates that all selected electronic claims be formatted for electronic submission
Auto Refile Claims	Indicates that all claims not paid or denied should be refiled as defined by the plan definition for each plan
Statement Print	Indicates that all selected paper statements be formatted for subsequent printing
Electronic Statements	Indicates that all selected electronic statements be formatted for subsequent submission
Balance Sheet	Indicates that the Balance Sheet should be run for the posted activity
Create Collection Followup	Indicates that all claims and all accounts that meet the Followup Queue Definitions for a practice be sent to the Followup Queue.
Mail Merge	Indicates that all requested form letters be formatted for subsequent printing
Run Now	Indicates the report should be run immediately
Schedule	Indicates the report should be scheduled to run at a future time
Schedule Task Button	Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)

The Sorting tab consists of two lists. The first list is comprised of the available sort fields for the report and the second list is comprised of the fields that have been selected as sort fields. The fields in the second list may be sequenced in any order. The report will sort the data into the sequence defined and perform a "break" on the sort field as well.