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Tutorials and Information about Dentally Reports
How to access reports in DentallyHow to access the 'Reports' menu in Dentally and find the report you're looking for.
How to add reports to my favouriteMake sure your most used reports stay at the stop of your 'Report' menu by hitting the favourite βοΈ icon.
How to export and print reportsUnderstand how to export and print data from reports in Dentally.
How to use the 'Takings' report in DentallyThe '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' reportHow to access and understand the 'Payment Allocation Totals' report.
How to use the 'Payment Allocations' reportUsing the 'Payment Allocations' report to understand how payments are being explained in your practice.
How to check online payment received using the Takings Report in DentallyHow to use the Takings Report to check Stripe payments (online payments) have been received
Invoice Timeline ReportHow to get the best from the Invoice timeline report
How can I find and contact all patients who owe money?How to use the Patients Report to find patients who owe you money, no further treatment booked, contact them & include a payment link
How do I ensure the Income Report shows the correct values if a Dentist and Hygienist work on the same patient?How to make sure the Income Report shows the correct values of income if a dentist and a hygienist work on the same patient?
How to view our takings for fillings over the yearHow to use the Income and Practitioner Activity Reports to find annual takings or activity.
How to use the 'Payment Allocation Totals' report to pay associatesUsing the 'Payment Allocation Totals' report to pay your associates.
How can I see what I am due to be paid?How to see what practitioners have earned during a set period
How do I track all bad debtors?How to use the Patients Report to track all bad debtors
The Private Forecast ReportThe Private Forecast Report
UDA Forecast Report in DentallyThe UDA Forecast report allows you to 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?How to help explain differences comparing totals in the income report and takings report
Invoices ReportHow to get the most from the invoices report
The Income ReportHow to use the Income Report for total income, NHS patient charges, UDAs and unexplained payments.
Sundries ReportHow to view all sundry items that have been invoiced in a specified time frame...
Which report to use for paying associatesWhich report is best for paying associates.
Collections Report π¨π¦How and when should I use the collections report in Dentally?
How to use the New Patients per Month Report in DentallyHow to use the New Patients per Month Report to see how many new patients have registered with you each month and acquisition source.
How to use the 'Birthdays' reportLet's take a look at how to use the Birthday's report...
How do I find Lapsed PatientsHow to use the Lapsed Patients Report to identify patients that have not had an appointment since a specified date.
How can I find all my new patients?How to use the Patients Report to find all the new patients since a certain date
How to use the 'Patients Report' to identify effective acquisition sourcesHow to find out how many new patients you have and how you acquired them...
Age groups reportThe age groups report can help you identify demographics of your patient list.
How to use the 'Patients' report in DentallyLearn how to use the 'Patients' Report in Dentally to customise, run & save reports based on various patient information.
How to use filters in the 'Patients' reportUnderstand 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 DentallyHow to use the Patients report to create a group of patients and send an email to those patients using a template within Dentally
Finding patients who have had high-value treatments - Patients ReportThis segment on the patient report can be useful for targeting your marketing efforts to patients who have had higher-value treatments.
Finding new patients with no appointment - Patients ReportThis segment on the patients means you can find patients who have been added to Dentally but never had an appointment at your practice!
How many patients were seen in surgery last month using DentallyHow to use the Appointments Report to find out how many patients were seen in surgery over a given period of time.
How the Chair Utilisation Report is CalculatedI know how to use the Chair Utilisation report to look at chair availability, versus chair usage over a specified date range...
Appointments per month reportHow to report on the number of hours that were booked for appointments per month...
How to use the Appointments reportYou can use the Appointments report to help fill your diary, track cancelled appointments, online bookings, and patient waiting times
How to report on wait time and time in surgery on DentallyHow to use the Appointments Report to show patients waiting times and how long they spent in surgery.
How do I create a list of all patients who cancelled their appointments using DentallyHow to use the Appointments Report to see all patients who cancelled appointments in a specific time, and for a specific reason.
How to find cancelled or failed appointments with no future appointment.Let's use the Appointments report to find patients that cancelled and failed to attend an appointment where no future appointment is booked
How do I find patients who moved or cancelled appointments using DentallyHow to use the Appointments Report to find patients who have moved or cancelled appointments so that you can rebook
How to use the Analytics Dashboard - Practitioner Utilisation ReportLet's explore the Analytics dashboard and the practitioner utilisation report.
How to use the practitioner utilisation dashboardUnderstanding the practitioner utilisation dashboard - how to find it, when it is useful and how to get the most out of it.
How to use the 'Recalls' reportRun the recalls report and use filters
How to use the 'Unbooked Treatment' reportHow to navigate to, use and get the most out of your unbooked treatments report.
How to view practitioner productivity using the Practitioner Activity report in DentallyHow to find out how many treatments a practitioner completed, and how long they spent on those treatments in a set time period.
Practitioner Activity Report in DentallyHow to use the Practitioner Activity report in Dentally
How to find open/incomplete treatment plans?How to find and address open/incomplete treatment plans?
How to find NHS treatment plans that haven't been claimed?
How to use the 'Radiograph' reportHow to use the radiograph report, for both Dentally and Dentally Vision users.
How to use the 'Completed but not closed' reportHow to run the completed but not closed report and why should I keep on top of this?
Use NHS Claims Report to track progress- NHS Scotland ClaimsUse the NHS Claims Report for tracking NHS Scotland Claims status and payment.
Practitioner Allocations Report - AU/CA only π¦πΊπ¨π¦This is a global report that can be used by anyone with Practitioner Allocations turned on.
Ortho Submissions ReportHow to use the Ortho Submissions report. 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 in DentallyHow to use the Practitioner Activity Report to track referrals from a dentist to a hygienist