#227 Dentrix Month End Task Scheduler: Best Practices & Must-Do Tasks

Watch the video on YouTube for an easy-to-follow guide to the procedure: https://youtu.be/lD5jLMRado0 What if Dentrix could handle some of your most important daily and monthly tasks automatically, without adding another software subscription? Many dental practices overlook the Dentrix Task Scheduler, but setting it up correctly can help protect your data, improve accuracy, and keep important practice management workflows from falling through the cracks. In this episode of the High Performing Dental Team Podcast, Dayna Johnson walks you through the Dentrix Task Scheduler, including four critical month-end tasks every practice should review. She also shares optional automations for billing statements, payment agreements, Future Due Payment Plans, database cleanup, unscheduled appointments, and more. The best part? These automated tasks are already built into Dentrix, so you may be able to improve your dental practice workflows without purchasing another tool. ✅ Key Takeaways - How to find and use the Dentrix Task Scheduler - Why you should check the Task Scheduler log at least monthly to make sure automated tasks are completing successfully - The four critical month-end tasks Dayna recommends reviewing: - Close Transactions - Move Perio Exams to History - Move Clinical Notes to History - Reset Insurance Benefits - Why Close Transactions is so important for locking previous ledger activity and properly aging accounts receivable - How falling behind on Dentrix month-end can cause your traditional A/R aging reports to become inaccurate - Why moving clinical notes into history helps preserve documentation and requires future corrections to be handled through an addendum - How Reset Insurance Benefits helps keep patient annual maximum information current when dental plans renew - How to build a reasonable grace period into your month-end process - Which optional Dentrix tasks may be worth automating based on your practice workflows - How Future Due Payment Plans and payment agreements can streamline orthodontic billing and recurring payments - How automated purging can help keep your Unscheduled List and Dentrix database cleaner - Why the workstation running these tasks needs to remain on when the automation is scheduled to process ⚙️ Dentrix Tasks You May Be Able to Automate Beyond the four essential month-end processes, Dayna walks through additional Task Scheduler options, including billing statements, finance charges, late charges, Future Due Payment Plans, payment agreements, day sheets, appointment purging, claim attachment cleanup, exported file cleanup, unscheduled appointment cleanup, recalculating totals, and archiving new patient records. Not every dental practice needs every automation. The goal is to identify repetitive daily, weekly, and monthly Dentrix workflows that make sense to automate while still monitoring them for errors. 📲 Want Help Optimizing Your Dentrix Systems? If you're wondering what else in your dental practice could be simplified, automated, or cleaned up, Dayna can help you evaluate your Dentrix workflows, practice management systems, and daily operations. 👉 Book a discovery call with Dayna: https://calendly.com/dayna-johnson/discovery-call 🌐 Learn more about Novonee: https://www.novonee.com 👍 Subscribe to the High Performing Dental Team YouTube channel for more Dentrix training, dental practice management strategies, workflow automation, A/R management, scheduling tips, and practical systems for building a high-performing dental team.