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Tutorials and Information about Dentally Reports
How to access reports in Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to access the 'Reports' menu in Dentally and find the report you're looking for.
How to add reports to my favourite🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Make sure your most used reports stay at the stop of your 'Report' menu
How to export and print reports🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Understand how to export and print data from reports in Dentally.
How to use the 'Takings' report in Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, 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🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to access and understand the 'Payment Allocation Totals' report.
How to use the 'Payment Allocations' report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Understand how payments are being explained in your practice.
How to check online payment received using the Takings Report in Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to use the Takings Report to check Stripe payments (online payments) have been received
Invoice Timeline Report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to get the best from the Invoice timeline report
How can I find and contact all patients who owe money?🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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?🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Make sure the Income Report shows the correct values of income
How to view our takings for fillings over the year🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Using the 'Payment Allocation Totals' report to pay your associates.
How can I see what I am due to be paid?🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to see what practitioners have earned during a set period
How do I track all bad debtors?🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to use the Patients Report to track all bad debtors
The Private Forecast Report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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?🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to help explain differences comparing totals in the income report and takings report
Invoices Report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to get the most from the invoices report
The Income Report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to use the Income Report for total income, NHS patient charges, UDAs and unexplained payments.
Sundries Report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to view all sundry items that have been invoiced in a specified time frame...
Which report to use for paying associates🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Which report is best for paying associates.
How to use the 'Collections' report🇨🇦 CA only - How and when should I use the collections report in Dentally?
How to use the New Patients per Month Report in Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - See how many new patients have registered with you each month and acquisition source.
How to use the 'Birthdays' report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Let's take a look at how to use the Birthday's report...
How do I find Lapsed Patients🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Identify patients that have not had an appointment since a specified date.
How can I find all my new patients?🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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 sources🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to find out how many new patients you have and how you acquired them...
Age groups report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - The age groups report can help you identify demographics of your patient list.
How to use the 'Patients' report in Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Customise, run & save reports based on various patient information.
How to use filters in the 'Patients' report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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 Report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Targeting your marketing efforts to patients who have had higher-value treatments.
Finding new patients with no appointment - Patients Report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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 Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Find out how many patients were seen in surgery over a given period of time.
How the Chair Utilisation Report is Calculated🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Look at chair availability, versus chair usage over a specified date range...
Appointments per month report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to report on the number of hours that were booked for appointments per month...
How to use the Appointments report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Fill your diary, track cancelled appointments, online bookings, and patient waiting times
How to report on wait time and time in surgery on Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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 Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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.🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Find patients that cancelled and FTA an appointment where no future appointment is booked
How do I find patients who moved or cancelled appointments using Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Find patients who have moved or cancelled appointments so that you can rebook
How to use the Analytics Dashboard - Practitioner Utilisation Report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Let's explore the Analytics dashboard and the practitioner utilisation report.
How to use the practitioner utilisation dashboard🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to find the dashboard, when it is useful and how to get the most out of it.
How to use the 'Recalls' report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Run the recalls report and use filters
How to use the 'Unbooked Treatment' report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How 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 Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Find out how many treatments a practitioner completed
Practitioner Activity Report in Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to use the Practitioner Activity report in Dentally
How to find open/incomplete treatment plans?🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Find and address open/incomplete treatment plans, or NHS treatment plans that haven't been claimed?
How to use the 'Radiograph' report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to use the radiograph report, for both Dentally and Dentally Vision users.
How to use the 'Completed but not closed' report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How 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 Claims🏥 NHS SC only - Use the NHS Claims Report for tracking NHS Scotland Claims status and payment.
Practitioner Allocations Report - AU/CA only 🇦🇺🇨🇦🇦🇺🇨🇦 AU/CA only - This is a global report that can be used by anyone with Practitioner Allocations turned on.
Ortho Submissions Report🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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 Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to use the Practitioner Activity Report to track referrals from a dentist to a hygienist