As the new year dawns, one of the most frequent questions I hear is, "Dayna, how do I run year-end in Dentrix? Did I even run it, and how can I be sure?" These are great questions, and I'm here to guide you through this crucial process with confidence and clarity.
Dayna Johnson.
First, let me assure you that running year-end in Dentrix is very similar to running month-end. If your month-end processes are automated and running smoothly, you're already ahead of the game. To double-check, open Task Manager (also known as the Month-End Task Scheduler). This tool shows whether tasks like month-end -- and, by extension, year-end -- are running and completing successfully.
There are four essential tasks you should ensure are running each month, especially at year-end:
- Insurance Benefits Reset: This tool ensures that patient benefits renew correctly, resetting the used amounts to zero for the new year.
- Closed Transactions: This locks the ledger history, ages account balances, and moves your ending accounts receivable balance into the new year's beginning balance, a critical step for accurate financial reporting.
- Clinical Notes to History: While not directly tied to accounting, this step locks clinical notes for compliance and documentation integrity.
- Perio Charts to History: Similar to clinical notes, this tool ensures perio charts are preserved as finalized records.
When you open the Task Scheduler, check the lower-left corner for a detailed task log. This view will confirm whether the tasks were completed successfully or if the system encountered errors.
Watch more of my thoughts about year-end below!
If you're uncertain or need additional guidance, reach out to me. Running year-end in Dentrix doesn't have to be daunting, and with these tips, you're set up for success. Wishing you a smooth transition into January and a fantastic new year!
Dayna Johnson is a dental practice management expert, podcast host, and the founder of Novonee. With more than 30 years of experience, Johnson's goal is to empower dental teams to live up to their true potential, provide guidance that transforms challenges into opportunities, and help dental professionals have the thriving practice they've always dreamed of. Learn more about her at www.novonee.com.
The comments and observations expressed herein do not necessarily reflect the opinions of DrBicuspid.com, nor should they be construed as an endorsement or admonishment of any particular idea, vendor, or organization.
