Closing the month in Dentrix is an important management routine that you can accomplish in the by running the Reports and Tasks Scheduler. Using the Scheduler, maintenance tasks and reports can be scheduled to run at daily, weekly, monthy, or yearly intervals, or you can run them immediately or schedule them to run just once.
For a detailed explanation of the Scheduler, as well as a full list of available reports and tasks, please see article 86271
Users upgrading from versions prior to G6.5:
The Month End Wizard and Month End process have been replaced by the Reports and Tasks Scheduler. The Scheduler allows you to setup reports or tasks to run on an automatic schedule. You are no longer required to close Dentrix on all computers to do your month end tasks.
NOTE: Make sure to have a good, current backup of ALL DENTRIX data files prior to running Month End. It is strongly recommended to run the month end process on the server.
Using the Reports and Tasks Scheduler, you can complete several important monthly maintenance tasks, including:
In addition to scheduling tasks to run on an automatic schedule, you may decide to run any of the tasks at any time. To do this, right-click on the desired task and select Run Now.
This article is applicable to Dentrix G6.4 and prior. For users with G6.5 and newer, please see knowledgebase article #84885.
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.
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).
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.
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 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.
Customers on a CSP should see this release through their Update Manager beginning on 12/13/2019. The update is available for the following software versions:
This update must be run on the Server, and does not need to be run on the workstations. Dentrix must be closed on all computers to run the install. The installation will make changes to your database. The install package will be available in Update Manager. Before installing it is recommended to have a up to the minute backup of your data.
Once the installation is complete, the CDT 2020 procedure codes will have been added to your list of procedure codes. Fees must be added manually. You can double-check this:
Please note that the installation will only run on the software versions listed above. If you are using a different version of Dentrix or Easy Dental, you will need to make the changes to your system manually.