Dentrix Year-End Processing
Everything you need to close your books and update CDT codes
Year-End Processing
Closing the year in Dentrix is no different than what you are already doing (or should be doing) to close each individual month.
Essential tasks include:
- Close month’s transactions
- Move clinical notes to History
- Move perio exams to History
- Reset insurance benefits
- Purge appointments
To learn how to close the year in Dentrix, review these resources:
- Watch the “Closing the Year in Dentrix” on-demand webinar
- Read What You Need to Know to Close the Year in Dentrix in Dentrix Magazine
UPGRADE TO DENTRIX G7.5
New Dentrix G7.5 updates are available now. These updates provide dental offices better performance and increased stability.
DTX G7.5 offers your office the ability to automatically schedule all your month-end tasks and reports without having to close out Dentrix, giving you the smoothest and easiest year-end processing experience and helping your practice run at peak efficiency.
Upgrade Now
CDT Code Updates
All CDT code changes will become effective Saturday, January 1, 2022. Make sure your office is ready by updating your Dentrix system.
For instructions on how to quickly update your CDT codes, review the following resources:
- Review how to Automatically Update CDT Codes within your Dentrix System
UPGRADE TO DENTRIX G7.5
New Dentrix G7.5 updates are available now. These updates provide dental offices better performance and increased stability.
DTX G7.5 offers your office the ability to automatically schedule all your month-end tasks and reports without having to close out Dentrix, giving you the smoothest and easiest year-end processing experience and helping your practice run at peak efficiency.
Upgrade Now
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