|
Year End - Closing the fiscal year is no different than closing a month. Running month end for the last month of the year creates totals for the year. Just close the month as usual, and the fiscal year reports and insurance benefits will reset. Click here to go to the 'All About the Year End Process in Dentrix' article.
IMPORTANT: Make sure to have a good, current backup of ALL DENTRIX data files before proceeding. It is strongly recommended to run the month end process on the server. All modules of Dentrix in the office must be closed except for the Ledger on one computer. The month cannot be closed until it has ended (for example: you cannot close on Sept. 31, but must wait until Oct. 1 or later).
Option #1:
1. From the Ledger, select Month End Update.
2. Notice the Close Out Month is grayed out. This date cannot be changed, as each month must be closed out in sequential order. If this date is very old, it means that the Month End Update must be run multiple times until DENTRIX is 'current' in closing out the months. Click HERE for information regarding being 'current.'
3. If desired, check the option to purge appointments, and verify the date is one year previous to today's date.
Note: It is suggested to purge old appointments in order to assist with the size of the Appointment Data File, and the speed of the Appointment Book.
4. Make sure that Reset Insurance Benefits for (month) is checked.
Note: It is suggested that the Reset Insurance Benefits for the month be selected in order to ensure that the patient's insurance estimates are correct.
5. Click on OK to begin the close month process.
Option #2:
1. Check for, and close CTFMON.EXE if running. See related article for more information
2. From the Ledger, select Month End Month End Wizard.
The Wizard will begin, running with all of the pre-set options, as deteremined in Office Manager | Maintenance Practice Setup Month End Wizard Setup. The Month End Wizard may be a preferred method of closing the month, if the practice prefers to run specific reports each month. Click HERE For information on how to set up the Month End Wizard.
IMPORTANT NOTE:
Never Cancel the Month End Wizard, even if it appears to be frozen. This may cause problems with the integrity of your data, and you will need to call Dentrix Support for assistance at 1-800-336-8749.
If the Month End seems to be frozen, right click on your time at the right, and click on Task Manager Processes. Look for Ledger.exe, and note if the CPU percentage numbers are changing. If you are running Month End Wizard, Look for Wizard.exe, and look for the CPUs.
NOTE: Windows 7 and earlier operating systems show these numbers in whole numbers (1.2 % of CPU activity and 1.8% of CPU activity would just show as 1%), but Windows 8 and higher operating systems show the CPU numbers in a decimal format (1.2 % of CPU activity and 1.8% of CPU activity would just show as 1.2% and 1.8%, respectively). These newer operating systems make it easier and more accurately help us to diagnose if the Month End process is actually stuck, leading to less complications with their databases.
| 
