VisualDLP - Closing the Month - Recommendations

Recommendations:

1. Run a Mid-month Statement at least once before the end of the month. Inspect some sample statements for accurate address and phone number information and be sure the doctors' names and account information are showing up accurately.
   
   
2. Run the Account Aging Report found in Finance/Account/Reports button.  This report will give you the current ledger before you close the month.  
   
   
3. Close the month on or before the last day of the month.   VisualDLP uses the computer system date to determine which month you are currently running statements.  Though you can print your statements later, you must close the month on or before the last minute of the day of the month you are closing (in local time).
   
   
4. After beginning the Month End process by clicking Finance/Statements/Generate Statements/End of the Month,  it is not necessary to leave the page open while statements process.  When VisualDLP is done processing your statements (usually about 10 seconds per account), you will get an email letting you know.  Note that though statements are finished processing on the server, there may be some delay as each PDF is created and made available on the Statements page. You can refresh the browser or continue to check periodically until you see the new Month End entry on the screen. Once the current Month's entry is available, click to Download your Statements or click the Print icon. (Print icon feature is available if you are using QZ Tray and configuration has been completed.)
   
   

Another Printing Option:

1. Once statements are downloaded, you can drag and drop your PDF statements (minus those you don't want to print) in a program like Print Conductor to make printing easier: https://www.print-conductor.com/
2. When printing statements, the file name will contain the balance for the account. This means you can sort the files by those who have credits on their accounts or zero balance and exclude them from printing.