What steps should I follow to manually close a quarter when I haven’t received an electronic notification?

To manually close a quarter without receiving an electronic notification, follow the steps below to ensure all processes are completed accurately:

Access Registration Workflow

Begin by accessing the Registration Workflow:

• Click on the EMIS Web menu.
• Navigate to Workflow and select Workflow Manager.
• In the navigation pane, choose Registration.

Preparation Steps

Before closing a quarter, ensure that all outstanding transactions from the last three months are processed in the GP Links Inbox, Outbox, and Medical Records Box. If there are any, the system will display a message with details on the relevant patients and mailboxes.

Manual Quarter Closure

In the Registration Workflow:

• Click on Actions in the ribbon and select Manual Close Quarter.
• The High Security Quarter End screen will appear.
• Beside the Select Quarter End field, click the drop-down icon and select the appropriate quarter end date.
• Beside the Select Trading Partner field, choose the relevant trading partner from the dropdown menu.
• Click OK to close the quarter.

Finally, produce a capitation report if needed, which provides detailed information on registration statistics vital for quarterly certification.

Closing a quarter in a timely manner helps practices manage patient data effectively, and generates essential reports for ongoing operational and financial tracking.