What to do after Importing

After converting your data, do the following:

• Print an Age Analysis report from both your old and new Panaceas.  Include only positive balances.  Compare the totals at the end of each report to ensure that they are 100% equal.  Each ageing total (e.g. Current, 30 days etc) should agree.
• Print another Age Analysis report from both your old and new Panacea, but include only negative balances.  Compare the total at the end of each report.  The ageing totals may not agree, but the overall totals should agree.
• If any of the totals do not agree you will need to compare the balances on individual accounts to identify where the problems lie.  See below for possible reasons for differences and what to do about them.  You MUST deal with these issues before starting to use your new Panacea, otherwise old dormant accounts may start to generate monthly statements.
• Before starting to use Panacea it is a good idea to check all your practice settings by going to System-Practice Settings on the menu.

What is NOT converted

• Statement history
• EDI transmission log
• Hidden transactions (resubmitted treatments)

The above items will have little impact on your new Panacea.  However, if you wish to access them from time-to-time it is suggested that you keep your old Panacea for this purpose.  For example, if you want to print an EDI transmission log of treatments that were sent prior to upgrading you can do this in your old Panacea.

Balance differences and what action to take

If you have identified one or more accounts where the balance in the old Panacea differs from the balance in the new Panacea then please read the following carefully.  Each account that you have identified needs to be analysed and corrected if necessary as follows:

Ageing Differences
If the overall account total is the same, but the ageing of the balance differs then the problem is related to payment allocation and is probably not serious.  You should check the payments and allocations in the new Panacea and correct them if necessary.

Total Balance Differences
If the total balance on the account in the old Panacea differs from the new Panacea this is probably due to a corruption in the database of the old Panacea.  It is probably not possible to correct.  The easiest solution is usually to delete the account from your new Panacea.  The decision lies with you.  If the account in question has been dormant for 3 years and does not have a balance (in the old Panacea) then there is not much point in trying to fix it.

Important

Panacea 6.3e and Panacea 7 are pretty different software packages.  For this reason the data conversion program has to make some compromises.  One common consequence of this is that there may appear to be duplicates of people.  The reason for this is fairly simple.  Say, for example, the conversion program is converting an account.  On the old Panacea you may have entered the medical aid member as AB SMITH.  You may also have entered the statement addressee as MR ALBERT SMITH.  In this example the conversion program cannot assume that these are the same person, so for safety it will add them as two separate people.  This results in what appears to be a duplication.  This is, however, the intended behaviour.  You should not worry about it.  You will probably do more harm than good if you try to "fix" the duplications.