Wolters Kluwer

CCH® ProSystem fx® Practice Management Database Cleanup

Learn more about the database cleanup service for Practice Management customers.

Database Cleanup can improve performance and data integrity while reducing data size and liability risks. 

Benefits of the service:

Validate data — Discover data validation problems that may be causing reporting issues or mismatched data. This analysis includes many items not included on the standard Practice Management Data Integrity reports.

Improve performance — Purging data allows contact management, reporting, and lookups to load and run faster.

Improve organization

  • Free up client codes, employee codes, and service codes that can be reused after the cleanup.
  • Discover clients that have no activity or balances. These clients can then be reviewed and purged.
  • Eliminate offices, partners and clients that may exist as a result of a firm split.
  • Reduce the risk of encountering duplicate invoice numbers which are not allowed in Practice Management. [Applies to older databases (CPASoftware) that converted as 90,000 invoice numbers.]

Reduce risk and measure liability — Retaining discoverable data for much longer than required by regulatory, industry, and statutory guidelines needlessly increases risk exposure for both the firm and its clients. Consult with your malpractice carrier or legal counsel for more details and to ensure compliance.

Reduce database footprint

  • Reduce the overall size of the database.
  • Reduce progress billing detail records to one balance record based on the cutoff date.
  • Prevent SQL Server constraint issues. The free version of SQL Server has database size limitations. This can cause issues if the Practice Management database grows beyond these size limits.
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