Processing accounts receivable should be done each week.
Important: Make sure you back up the Dentrix folder before performing these steps.
To process accounts receivable
1. Close all Dentrix Modules except the Ledger.
2. If you haven't already done so, close out the previous month using the Reports and Tasks Scheduler in the Ledger.
3. Print the Aging Report by provider and/or all providers in the Office Manager to follow-up on delinquent accounts.
4. Print the Provider A/R Totals Report and Analysis Summary Report.
5. Merge and print Collection letters.