End Of Year Documentation/Reports for DVMAX

Owned by John Bellos (Unlicensed)
Last updated: Dec 05, 2022 by Joya Coen
4 min read

Operating Systems: All
Applies to Versions: DVMAX 7.0 and Up
 
This document is a compilation of all End Of Year documents typically required for DVMAX 7.0 users. 

Since the time frame for many of these reports is the entire year, some reports will take awhile to process, and can cause intensive processing on your server. It is advised that you run these reports at a time that it will impact your business the least.

Inventory Value Report

The Inventory Value Report will look at your current quantity on hand, and calculate the net value of all your in house products. If you are tracking inventory in DVMAX, then this report MUST be performed at the end of the year. If you are not tracking inventory in DVMAX then the quantities in your system will not be correct and thus, the value of your inventory that is calculated will be incorrect and not useful.

Note: This report should only be printed if the Inventory section is used in your practice.

Note: This is a time sensitive report and should be compiled before the start of the next year.

Obtaining the report

1. Select 'Inventory Management' from the 'Section' menu.

2. Click the 'All Records' button.

3. Click the 'File' menu & select 'Print'

4. From the list choose 'Net Value' & print.

Accounts Receivables Report

This report will calculate the total outstanding balances at the time of printing.

Note: This is a time sensitive report and should be compiled before the start of the next year.

Obtaining the report

1. Select 'General Management' from the 'Section' menu.

2. Locate 'Receivables Report' in the list and click 'OK'.

3. Select the 'Totals only' option and click 'OK'. If you pay providers based on production, then repeat step 3 above and select and print the 'Provider Breakdown' report as well.

 

Year End Income Summary / Detailed Sales Report

The following steps will assist in the printing of a 'Category' type 'Detailed Sales Report' for calculating a summary year-end income. This report intentionally does NOT include tax, and factors in returns automatically. It should be noted that the information you will be requesting is for an entire year. This report needs to sift through information for the entire year and can take a long time to process. We recommend that this be left to run unattended at non-peak hours or while the practice is closed.

Note: This report can be run after the year ends and is not time sensitive.

Obtaining the report

1. Select 'General Management' from the 'Section' menu
2. Scroll down and select 'Detailed Sales Report' & choose 'OK'
3. Enter '01/01/2010' for the starting date & '12/31/2010' for the ending date.
4. Select the 'Category' option & choose 'OK'

Average Invoices per Doctor Report

The following steps will assist in the printing of an Average Invoice per Doctor Report. It should be noted that the information you will be requesting is for an entire year. This report intentionally does NOT include tax, and factors in returns automatically. This report needs to sift through information for the entire year and can take a long time to process. We recommend that this be left to run unattended at non-peak hours or while the practice is closed.

Note: This report can be run after the year ends and is not time sensitive.

Obtaining the report

1. Select 'General Management' from the 'Section' menu.
2. Scroll down until 'Average Invoice per Doctor Report' is visible & choose 'OK'.
3. Enter '01/01/2010' for the starting date & '12/31/2010' for the ending date.
4. Click 'OK'.

Sales Tax Charged Out Report

This document is designed to assist in the printing of a Sales Tax Charged Out Report. It should be noted that the information we will be requesting is for an entire year. This report needs to sift through information for the entire year and can take a long time to process. We recommend that this be left to run unattended while the practice is closed.

Note: This report can be run after the year ends and is not time sensitive.

Obtaining the report

1. Select 'General Management' from the 'Section' menu.
2. Scroll down until 'Sales Tax Charged Out' is visible, select it and choose 'OK'.
3. Enter '01/01/2010' for the starting date & '12/31/2010' for the ending date. Leave the starting time at '00:00:00' and the ending time at '23:59:59'.
4. Click 'OK'.

Generating Top Client List (v7) - see following article:

Generating a List of Top-Spending Clients (DVMAX version 7)

Generating Top Client List (v7.5-8.5) - see following article:

Generating a List of Top-Spending Clients (DVMAX version 7.5 to 8.5)

Generating Top Client List (v8.6 and 8.7) - see following article:

Generating a List of Top-Spending Clients (DVMAX version 8.6 and 8.7)

Generating Top Client List (v8.8 and higher) - see following article:

Generating a List of Top-Spending Clients (DVMAX version 8.8 and higher)

Clear Clients Spent Year To Date (YTD) Field in DVMAX

IMPORTANT: This procedure should be run after all other end of year procedures. If you are interested in seeing your ‘top spending’ clients for the year, make sure you generate that information BEFORE you execute these steps below. We have separate documentation on calculating “Top Spending Clients’. Once the Spent YTD field is cleared from all clients, the information cannot be retrieved again.

Note: This action should be performed on or near the first day of the year.

1. Select 'General Management' from the 'Section' menu.
2. Click on the 'Utilities' folder tab.
3. Choose 'Special Routines' & choose 'OK'.
4. Select the 'Annual update of the spent YTD field' & choose 'OK'.

Follow the screen prompts