Accurate financial workflows are essential to maintaining a healthy practice, and ClearDent includes powerful tools to help your team reconcile transactions, manage deposits, and correct issues with confidence.
In this week’s Tip Tuesday, we’re walking through key Day-End and Bank Deposit workflows, including production checks, reconciliation tools, historical reporting, and reversing deposits when corrections are needed.
In this video, you’ll learn how to:
Run production checks before completing Day-End processing
Process and review Day-End reports with confidence
Deposit, review, and reverse Bank Deposits when needed
Use historical reporting tools to maintain accurate financial records
Identify unsigned clinical notes before closing the day
You’ll also see how saved report templates can streamline frequently used searches and help your team work more efficiently every day.
Watch this Tip Tuesday and discover how a few simple workflows can improve financial accuracy, reduce missed production, and make your day-end process smoother from start to finish. Click here to tell us what you think!
Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.