Year End Procedures

Tuesday, November 17th, 2009

Year End Procedures

It’s that time of year again. Follow these directions to button-up your dental practice for the year.

1. Post everything you want reflected for the year, including charges, payments, adjustments, refunds, etc.
2. Run monthly reports as usual, including the Practice Summary Report for the year.
3. Print your fee schedule to give you YTD totals for procedures. SELECT Procedure Codes, Print fee schedule.
4. Run the “yearly clear.” Remember, don’t run the daily or monthly clears as the third selection in Print Control Sheets performs the daily, monthly, and yearly clears in one keystroke.
5. Remove old schedule blocking. This should be done on a monthly basis. SELECT Appointments & Recall, Schedule Maintenance, Remove old schedule blocking.
6. Reorganize files. SELECT File maintenance, Reorganize files for faster access. Reorganize each item, except Ageing list, which is done daily during the clear.
7. Archive the last backup of the year, preferably off-site.

Datacon can offer online backups now! Call (800) 773-7878 or email info@datacondental.com for details.