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Questions for After End of Year Has Been Processed

Answer ID 39959

Eaglesoft - Confirm End of Year was Processed, Running Totals Not Reset, Insurance Benefits Balances, Reconciling Reports, Updating Service Fees, Reprinting Reports, Forgot End of Year, Complete End of Year before December End of Month

Applies to: Eaglesoft, All Versions

Confirm End of Year was Processed or Totals Not Reset to 0
If unsure if End of Year was processed or noticing that running balances were not reset, confirm if End of Year was truly processed. It is possible that the reports were printed, and after this, during the confirmation to proceed with processing, the option was accidentally selected as "No". This would produce reports, but not actually close the year.

From the Practice Management screen in Eaglesoft, go to Utilities | System Activity Log
Filter the Show section for Yearly Processing and it will show the most recent date on top that End of Year was processed

Reset Insurance Benefits
If the option was not chosen to update insurance benefits during End of Month or End of Year, this can be done as a separate action. See Updating Insurance Balances - FAQ 389 for additional information.

Reconciling Reports

If there are questions regarding the totals or values on reports, see Matching or Reconciling Reports - FAQ 158. Additionally, ensure that the reports were not completed using Specified Date Range. See Use Specified Date Range on Reports - FAQ 22314.

Updating Service Fees
After End of Year processing, it is a great time to consider updating service fees. For information on this action, see Updating Service Fees - FAQ 10986.

Reprint End of Year Reports The End of Year reports will be available in Practice SmartDoc if the preference was enabled.

From the Practice Management Screen in Eaglesoft, go to Lists | Practice Information
Click the SmartDoc button

For additional information, see Reprint End of Day, Month, and Year Reports - FAQ 309.

Process End of Year before processing another End of Month
Manually subtract January End of Month from End of Year values.
- Many reports can also be ran for Other Range of End of Months - and filter those for the previous year's January - December.
- Provider Productivity and the Day Sheet are recommended for these.
- Many reports can also be ran for Other Range of End of Months - and filter those for this year's January - December.
- Provider Productivity and the Day Sheet are recommended for these.
Ran End of Year before December End of Month
A second End of Year can be completed and report totals combined. This scenario can also be true if End of Year was ran before October or November, for example, End of Months. In summary, complete the missing End of Months, then do End of Year after December EOM, then combine report totals or run recreatable reports to include all months.
- Complete end of month for December (or remaining months) as normal.
- Run a second End of Year before completing January end of Month.
- Manually add totals for reports that cannot be recreated
  - Coverage Production
  - Production by Account
  - Service Code Productivity Master
  - Service Type Productivity - General
  - Service Type Productivity - Detailed
  - Provider Productivity
  - Referral Productivity - Yearly Summary
  - Day Sheet is not an End of Year report, but is recommended.