Reports
Tutorials and Information about Dentally Reports
By Hebe and 1 other2 authors57 articles
- How to access reports in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to access the 'Reports' menu in Dentally and find the report you're looking for.
- How to add reports to your favourites🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Make sure your most used reports stay at the stop of your 'Report' menu
- How to export and print reports🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Understand how to export and print data from reports in Dentally.
- How to use the 'Takings' report in Dentally🇦🇺🇳🇿🇬🇧🇮🇪 APAC, UK, ROI only - The 'Takings' report is designed to be run daily to help you keep track of the practice's takings.
- How to use the 'Payment Allocation Totals' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to access and understand the 'Payment Allocation Totals' report.
- How to use the 'Payment Allocations' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Understand how payments are being allocated in your practice.
- How to use the 'Takings' report to view online payments taken🇦🇺🇳🇿🇬🇧🇮🇪 APAC, UK, ROI only - How to use the 'Takings' report to check online payments received
- Invoice Timeline Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to get the best from the Invoice timeline report
- How to identify patients who owe money🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find patients who are in debt and who have no further treatment booked, and send debt communications
- How to ensure the 'Income' report shows the correct values🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Make sure the Income Report shows the correct values of income
- How to view your takings for a specific item over the year🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the Income and Practitioner Activity Reports to find annual takings or activity.
- How to use the 'Payment Allocation Totals' report to pay associates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using the 'Payment Allocation Totals' report to pay your associates.
- How to view what you will be paid🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to see what practitioners have earned during a set period
- How to track bad debtors🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the 'Patients' report to track all bad debtors
- The Private Forecast Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The Private Forecast Report
- Using the UDA Forecast Report🏥 NHS EN/WA only - Track the status of NHS treatments & identify claims that are in danger of being late.
- Why does the Income Report in Dentally show different information from the takings report?🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to help explain differences comparing totals in the income report and takings report
- How to use the 'Invoices' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use the 'Invoices' report to view and filter invoices
- The Income Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the Income Report for total income, NHS patient charges, UDAs and unexplained payments.
- How to use the 'Sundries' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - View all sundry items that have been invoiced in a specified time frame
- How to use the 'Monthly Accounts' report to pay associates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The best report for calculating practitioner pay and paying your associates.
- How to use the 'Collections' report🇨🇦 CA only - How and when to use the 'Collections' report
- How to use the 'Monthly Accounts' report in UK/Ireland/APAC🇬🇧 🇮🇪 🇦🇺 🇳🇿 UK/ROI/APAC only - Using the 'Monthly Accounts' report to manage accounts and practitioner pay.
- How to use the 'Monthly Accounts' report in Canada🇨🇦 CA only - Using the 'Monthly Accounts' report to manage accounts and practitioner pay.
- How to use the 'Day End' report🇨🇦 CA only - Day-end reporting to support your practice's daily financial close
- How to view your newest patients🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - See how many new patients have registered with you each month
- How to use the 'Birthdays' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the 'Birthdays' report
- How to use the 'Patients' report to identify effective acquisition sources🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to find out how many new patients you have and how you acquired them
- How to report on patient age groups🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Identify and understand your patient age demographics
- How to use the 'Patients' report in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Customise, run and save the 'Patients' report based on various patient information
- How to use filters in the 'Patients' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Understand how filters work and how to make the most out of them in the 'Patients' report.
- How to use the Patients Report and bulk messaging to contact patients in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Create a group of patients and send an email to those patients using a template within Dentally
- How to view all patients with no appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find patients who have registered but never had an appointment
- How to find lapsed patients🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Identify patients that have not had an appointment since a specified date.
- How to identify patients who have received high-value treatments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Identify high-value treatment patients to target your marketing efforts
- How many patients were seen in surgery last month using Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find out how many patients were seen in surgery over a given period of time.
- How the Chair Utilisation Report is Calculated🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Look at chair availability, versus chair usage over a specified date range...
- How to view how many appointments were booked per month🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Report on the number of hours that were booked for appointments per month
- How to use the 'Appointments' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Fill your diary, track cancelled appointments, online bookings, and patient waiting times
- How to report on wait time and time in surgery on Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Show patients waiting times and how long they spent in surgery.
- How to find cancelled or FTA appointments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find patients that cancelled and FTA an appointment, including where no future appointment is booked
- How to use the Analytics Dashboard - Practitioner Utilisation Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Let's explore the Analytics dashboard and the practitioner utilisation report.
- How to use the practitioner utilisation dashboard🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to find the dashboard, when it is useful and how to get the most out of it
- How to use the 'Recalls' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Run the recalls report and use filters
- How to use the 'Recall Effectiveness' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Accessing the 'Recall Effectiveness' report and understanding the success and conversion of your recalls.
- How to use the 'Unbooked Treatment' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to navigate to and use the 'Unbooked Treatment' report
- How to view practitioner productivity using the Practitioner Activity report in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find out how many treatments a practitioner completed
- Practitioner Activity Report in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the Practitioner Activity report in Dentally
- How to find open/incomplete treatment plans🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find and address open/incomplete treatment plans, or NHS treatment plans that haven't been claimed?
- How to use the 'Radiograph' report🇬🇧 UK only - How to use the 'Radiograph' report, for both Dentally and Dentally Vision
- How to use the 'Completed but not closed' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How and why to use the 'Completed but not closed' report
- Use NHS Claims Report to track progress- NHS Scotland Claims🏥 NHS SC only - Use the NHS Claims Report for tracking Scottish claims status and payments.
- Practitioner Allocations Report - APAC/CA only 🇦🇺🇳🇿🇨🇦🇦🇺🇳🇿🇨🇦 APAC/CA only - This is a global report that can be used by anyone with Practitioner Allocations turned on.
- Ortho Submissions Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to handle errors with E-Ortho. Orthodontic claims and submission
- How to find the number of treatments a dentist has referred to a hygienist🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the 'Practitioner Activity' report to track referrals from a dentist to a hygienist
- How to manage referrals with the 'Patient referrals' report🇬🇧🇮🇪 UK/ROI only - View all incoming and outgoing referrals, as well as notifications for new incoming referrals