The "Hard Close" function finalizes financial transactions for a selected month, preventing any further modifications. This ensures data integrity and accurate financial reporting. Users can select a specific month and year to perform the hard close. Additionally, they can generate and review the Hard Close Report to verify the finalized transactions.
Steps to Follow:
Step 1: Navigate to Hard Close Section:
- Go to Transaction > Patient Transactions > Hard Close.
Step 2: Select the Month and Year:
- Choose the desired month and year for closing.
- Click Submit to complete the hard close process.
Step 3: View the Hard Close Report:
- Navigate to Reports > Detail Reports > Hard Close Report.
- Apply filters as needed.
- Click Print Report or Review Results to view the finalized report.
Once a month is hard-closed, no further changes can be made to transactions within that period, ensuring financial accuracy and compliance.
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