Longwood recommends that File Maintenance be routinely performed on your Medisoft dataset. All of the information in the practice will be rebuilt, and could take a considerable amount of time depending on the size of the practice. Planning ahead to allow enough time to run the processes will pay off.

Warning: It is imperative to backup the practice data before proceeding with the File Maintenance program.

File Maintenance

• Click on File and select File Maintenance.
• File Maintenance may also be run outside of Medisoft by clicking Start > All Programs > Medisoft > File Maintenance and selecting the required practice
• The three tabs of interest are Rebuild Indexes, Pack Data, and Recalculate Balances

Rebuild Indexes

• Select the Rebuild Indexes tab
• click the All Files checkbox and the foot of the page, and click Start.

• When the Confirm dialog box opens, click OK.
• A progress indicator will open to display the index rebuilding progress.
• After completion, click OK.

Pack Data

• Select the Pack Data tab
• click the All Files checkbox and the foot of the page, and click Start.

• When the Confirm dialog box opens, click OK.
• A progress indicator will open to display the index rebuilding progress.
• After completion, click OK.

Recalculate Balances

On occasion, account balances or applied amounts may appear to be miscalculated. This option recalculates the selected types of balances.

• Select the Recalculate Balances tab

• Recalculate Balances - Click this box to recalculate all account balances.

It is recommended to call Longwood before invoking the following options:

• Recalculate Unapplied Amount - Click this box to recalculate all unapplied amounts.
• Recalculate Patient Remainder Balances - Click this box to recalculate all patient remainder balances. These are the balances that appear in the Quick Balance window.

Note: An individual patient's account balance can be recalculated in the Transaction Entry window by clicking the Account Total amount. Click OK in the Transaction Entry window and the program begins the process.