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Month End and Year End Processes

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This article explains the process for closing out the month end and year end in Dentrix Enterprise. There is no special procedure for year-end closing; the standard month-end process applies.
  • There is no separate process for closing out the end of the year in Dentrix Enterprise.
  • Perform the month-end closing as usual.
  • After closing the month, run any necessary reports for your records.
  • Insurance benefits will reset automatically if the option to reset benefits is selected before closing the month.
For detailed steps on how to close the month, refer to KB 42009, How To Close Out The Month In Dentrix Enterprise
 

Cause

Year-end closing does not require a unique process because Dentrix Enterprise is designed to handle annual resets (such as insurance benefits) during the standard month-end procedure.
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Month End and Year End Processes
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