AIM System Administration Setup

Purging removes old data from the system. Large databases may need to be archived/purged because extraneous data can significantly slow processes. With AIM Online, the size of the database and the speed of the processes should not require an Archive or Purge; regardless, please work with Customer Support if you have questions about performance.

The Archive/Purge process removes data from the system.

The Restore process would be used to undo the archiving of program data.

Review and prepare before beginning the Purge/Archive Process:

1. A billing company may be required to maintain data for 7-10 years. Check with state, federal, and Medicare regulations/laws to ensure that your processes are compliant.
2. Purging/Archiving must be addressed outside of normal program operations. It may require printing the data or saving it to a CD, DVD, or other device; the maintained data is typically stored outside the office.
3. Run all necessary reports and print and/or save all files for later reference.
   1. Note: Reports may take time to run and may take up a lot of data space.
4. The Archive and Restore processes include file attachments for bill numbers involved.

Bills Options:

Date Range is based on Date of Service for the bill numbers involved.

Closed Bills are at a zero balance.

Killed Bills have a KB (Kill Bill) transaction which removed the bill number.

Purge/Archive removes bill numbers and related data.

Purge/Archive Bills w/ Ledger removes bill numbers and A/R Module related data.

Journals Options:

Journals are specific journals of the A/R Module.

Note:  Purge/Archive of journals is not a Date Range option, it resets the A/R Module.

Balance Actions:

• Reset to $0.00: Balances of data removed from the program are ignored.
• Carry: Balances of data removed from the program are maintained. 

Data Restoration Options:

Can be completed by either Date Range or Bill Number with an option to include Ledgers.