Wednesday, January 2, 2013

How Do I Run a Year End?

This time of year, I usually get the same questions and concerns about the Year End, and my answer is always the same . . . it is just like running a Month End. Whatever your routine is for running a Month End (either using the Month End Update or the Month End Wizard, which are both located on the Ledger), the steps are exactly the same.
Since we all like to know how we ended the year, there are some reports that could supplement your Month End routine. Here are some examples:
  • Analysis Summary Report – This report gives you a detailed summary of Production, Collections, and Adjustments for each provider. Just select 01/01/2012 through 12/31/2012 as your date range (always select procedure date).
  • Production Summary Report – This is a good one because it shows you year-to-date totals for specific categories in Production or Collection, plus it can be filtered by procedure code. If you want to see how many dental implants you placed or how many quads of scaling you did in 2012, this report can give you that information.
  • Adjustment Summary Report – Now the doctors probably don’t want to see these totals, but it is reality. This is a good way to see where they are writing off money.
  • Referral Reports – This report will help you make your marketing plans for 2013. This will show you how patients are being referred and if you should focus more on the newspaper or the next Valpak ad. My opinion, however, is spend your money on internal marketing!
If you want more information on Year End, the Dentrix website is a great place to look. There is great information in the Knowledge Base, articles #15244 and #35525, and there is a Webinar for your viewing in the Dentrix Resource Center under the On-Demand Training tab (add link here also).
Also remember . . . always have a current backup that is free of any errors before you run Month End.

Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at and contact Dayna at

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