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Start of a New Year

In Open Dental, there are no close out tasks required at the end of the year.  However, there are some setup tasks you may want to consider as you begin the new year. 

Resources

Tasks

Update Fee Schedules:

Scheduling and Time Clock:

EHR providers: 

  • Sign a new EHR contract for the current calendar year. See EHR License to download the purchase form.
  • Meaningful Use: If you are entering an MU year, there are items that must be configured before the reporting period. See EHR Setup.

Useful Reports

If using Accounting:

  • Lock accounting entries
  • Run end of year reports

 

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