Dentrix Ideas

Practice analysis first of month must run before enter payments

The practice analysis must be run on first of month after close month before any payment can be entered. Task scheduler runs all the closing, but doesn't print this. It should be choice or auto run. This is only time that A/R is correct for month. As soon as enter payment it's incorrect and cannot run this report for an earlier date- it is only snap shot in time. Even better would be the ability to run the report for any date in past. Then time limit wouldn't matter. To run report- you click OM, practice analysis, file pull down then print practice analysis. This is only place to run report.

  • Amy V
  • Apr 22 2024
  • Needs review
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