End-of-Year Process

The end-of-year process must be run on your last trading day of the year after closing, or before opening on your first trading day of the new year. This process removes the previous year's Safety Net entitlement details, and prepares a “clean slate” for the new year.

You can either run the process on your last trading day of the year after closing, or before opening on your first trading day of the new year.

When you open Fred Dispense on 31 December, a prompt is displayed to remind you that the end-of-year process needs to be run.

The end of year process will:

  • Clear out all Safety Net Concession (CN) and Safety Net (SN) Entitlement script counts and safety net amounts.
  • Clear all (CN) & (SN) numbers from patient details.
  • Reset all Safety Net figures back to zero and update NHS fees.
  • Remove patients marked as deceased from their family links

How to Run the End-of-Year Process

Perform your normal monthly backup before you run the end-of-year process.

Run the end-of-year process on your main Fred Dispense server. Exit Fred Dispense and ALL other programs on ALL of your computers, so that just the Windows desktop is displayed.

  1. On your main Fred Dispense server, open Fred Dispense, then click the Activities menu, or press [Alt+A].
  2. Click End of Year Process.
    A prompt is displayed: Generate END OF YEAR Patients Report?
  3. Click Yes.
    Fred Dispense generates a report of patient Safety Net numbers for you to review.
  4. When you have reviewed the report, press [Enter].
    Fred Dispense gives you the option to print the report.
    • To print the report, click Yes.
      It is not necessary to keep a hard copy of old Safety Net numbers. These are stored against dispensed scripts in Fred Dispense. Printing the report can take several minutes and use a large amount of paper.
    • To continue without printing, click No.
  5. A prompt is displayed: Erase Patient Safety Net Concession/Entitlement Numbers Now? Click Yes.
    When this process is finished, a prompt is displayed: END OF YEAR Process completed press a key. Press any key to return to the main dispensing screen.

If you run the end-of-year process on 31 December, the new fees, safety net figures, and customer safety net totals will take effect on 1 January.