Resetting Insurance Benefits After Closing Year

Reset Insurance Benefits was not selected when closing the Year. How do you reset Insurance Benefits after Year End?

Click here to go to the 'All About the Year End Process in Dentrix' article.

Verify current backup of Dentrix Data, and have everyone exit Dentrix.

1. Open Office Manager.
2. Select Maintenance Reference.
3. Select Purge Dental Insurance Benefits Used.
4. A prompt for Purge Dental Insurance Benefits for Month of : will appear.  Select the Month that needs to be purged. (I.e. January for Year End.)
5. Select OK.