See How Easy it is to Archive Data

Archive Data allows users to purge appointments and archive transactions assigned to patients that meet several criteria. A backup may be performed from this screen (note the Backup button) prior to running this feature if one hasn’t been performed recently. Press the Backup button and refer to the Backup topic to use it. To run the Archiving feature, select this option from the Utilities menu and the following will appear.

Purge Appointments Older Than
Enter a date into this field to completely eliminate appointment history records from the beginning of time through the specified date. Press the OK button and the feature will delete the appointment records.

Archive Paid Invoices Older Than
Enter a date into this field to archive paid invoices to a file. This will allow the data to be excluded from statements and reports. Note that several reports, including the Transaction Journal feature includes a checkbox feature labeled List Archived Transactions Only, shown below. Check this option when running reports to view the archived data on the report.

Enter a date into this field and press the OK button to run the utility. All paid invoice transactions that meet several criteria will be generated to the archived file