Year End Procedures
Year End Procedures
It’s that time of year again. Follow these directions to button-up your dental practice for the year.
- Post everything you want reflected for the year, including charges, payments, adjustments, refunds, etc.
- Run monthly reports as usual, including the Practice Summary Report for the year.
- Print your fee schedule to give you YTD totals for procedures. SELECT Procedure Codes, Print fee schedule.
- 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.
- Remove old schedule blocking. This should be done on a monthly basis. SELECT Appointments & Recall, Schedule Maintenance, Remove old schedule blocking.
- Reorganize files. SELECT File maintenance, Reorganize files for faster access. Reorganize each item, except Ageing list, which is done daily during the clear.
- 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.
Tags: archive data, Datacon, Dental Practice, year end
This entry was posted
on Tuesday, November 17th, 2009 at 3:50 pm and is filed under Newsletter.
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