19 hours ago · Patient Summary Report (Office Manager Analysis Practice Reports) This is a demographic report that shows the total number of current patients, broken down by gender, age, insured, non-insured, and so forth. Many offices also find it useful to print an Aging and Insurance Aging Report at the end of each year or month. Both of these reports can ... >> Go To The Portal
With the end of the year fast approaching, many practices are preparing to close their fiscal year in Dentrix. Below you will find important information about closing the year in Dentrix, steps to close the last month of the fiscal year, and a list of reports you should run at the end of every year.
Dentrix reports give you the visibility into your practice that you need as a business owner. With that in mind, let me share with you five critical Dentrix reports that every doctor should be using regularly.
After the fiscal year has been closed, Dentrix detects all pending claims created during the previous year and applies payments that are posted to those claims to the previous year’s benefits.
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To run this report, in the Office Manager, from the Analysis menu, click Practice Advisor to open the Practice Advisor dialog box, and then click Practice Advisor Report.
Dentrix does not require a special process for closing the year. All you have to do to close the year is to close the last month of the fiscal year using the Month End Wizard. After you have closed the last month of the fiscal year, Dentrix calculates the yearly totals.
Generating the Patient Report (by Filters)Select Office Manager | Letters | Misc. ... Highlight Patient Report (by filters) and click Edit to open the Patient Report View.Select the filters you want to use to narrow the report data. ... Click the Data Fields tab and check the data you want to include on the report.More items...•
Month end moves payments, procedures and clinical notes to history....Keep your Appointment Book cleaned up.Perform a database backup. This is optional but recommended. ... In the Ledger, select Month End > Month End Update. ... Select additional options (if desired). ... Click OK to close the month.
To close the office on a selected day:From the Appointment Book, click Setup > Practice Schedule. The Schedule Calendar for Practice dialog box appears.Select the day the office will be closed and click the Office Closed button. ... Click Close to return to the Appointment Book.
In the Office Manager menu, click Letters & Custom Lists. In the Letters & Lists dialog box, click the button that corresponds to the type of letter that you want to create. A dialog box corresponding to the type of letter appears. If necessary, set a date range.
In the Office Manager, from the Analysis menu, click Patient List.Click Add.Give your list a name in the List name field.Add any filters you deem are necessary to define your active patient list. ... Click the blue arrow button.
In the Practice Advisor, you can view key performance indicators for production, collections, continuing care, schedule management, and new patient analysis. The Practice Advisor Report shows you your totals for the previous month, the current month to date, and the year to date.
Or, if you're working in the Task Scheduler, click the Close Month Now button. At the top of the Month End window, you'll see the last month for which transactions were closed. Using the drop-down options, choose the month and year you'd like to close. Dentrix will close all of the months up to the one you select.
If you want to give a finance charge to just one or a handful of patients, select the patient in the Ledger and click on Transaction Enter Finance Charge or Late Charge.