Invoices, Deposits and Credit Balances
The next step in checking your migrated data is ensuring all invoices, deposits and account balances are correct. Choose patients you know to have a history of appointments and payments and navigate to the Accounts Tab of the Patient profile.
You Should see the list of Invoices generated for past Treatment which have been migrated over.
Check through invoices and make sure that the Treatment details are correct.
Check the Transactions on each invoice (Note: depending on which PMS we are migrating from, some payments may appear to be attached to different invoices, but the total should be correct).
Check any patients who have paid deposits and check the Account Credits Tab to ensure they match:
Choose any patients you know to either be in credit or have outstanding amounts owing and make sure the balances match between the two software's.
Once satisfied patients account balances and invoices match we can move on to the next step of the Migration Checklist:
If you notice anything missing or incorrect it is important to let your Principle rep know so it can be corrected before launch.