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:

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:

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