Managing multiple locations can be challenging and complex. It is imperative that you have a good understanding of the financial health and pulse of your organization by consistently checking key reports in Dentrix Enterprise. By doing so, you will get a good idea of where you to need to focus your attention to build a healthy and productive organization. This article lists key reports you should be running in Dentrix Enterprise and explains how reviewing these reports consistently can help you keep your organization healthy.
Key Financial Reports
Keeping your locations profitable and sustainable is the goal of every organization. Having a good understanding of your financial reports in Dentrix Enterprise can give you insights into the financial health of your organization. Here are three reports that can help do just that.
- Aging/Credit Balance Report – It is vital to the success of your organization to know which patients owe you money and which patients are owed money. The Aging/Credit Report can show you both. The Aging/Credit Report can help you focus your collection efforts on those accounts that are overdue on their payments. Use this report to help patients with balances get back on track as well as identify the accounts with a credit balance.
How Often? We recommend running this report at least monthly or as needed.
Watch this video to learn more about the Aging/Credit Balance Report.
View the Reports Reference Guide to learn more about the Aging/Credit Balance Report.
- Procedures Not Attached to Insurance Report – You always should ensure that completed treatment for insured patients is billed to their insurance company in a timely manner. Doing so will help you be able to collect revenue due from insurance more quickly. The Procedures Not Attached to Insurance report shows any procedures not yet billed to insurance.
How Often? We recommend running this report at least weekly, if not daily.
Watch this video to learn more about the Procedures Not Attached to Insurance Report.
View the Reports Reference Guide to learn more about the Procedures Not Attached to Insurance Report.
- Provider A/R Totals Report – Does your practice provide charity work or have professional discounts? Do you base payroll on productivity and need to know how credits and charges affect production? The Provider A/R Totals report displays production totals, taking into account adjustments to these amounts. For example, if a procedure was posted for $1000, but a $900 Charity Care credit was given to the patient, the Production A/R Totals report will show the procedure produced $100 in revenue, rather than $1000. Use this report to determine how productive providers or clinics are being.
How Often? We recommend running this report weekly, monthly, or annually depending on your needs.
Watch this video to learn more about the Provider A/R Totals Report.
View the Reports Reference Guide to learn more about the Provider A/R Totals Report.
Key Scheduling Reports
Are you involved with scheduling patients for recare or making sure that your schedule is full? Here are two reports that can help you do your job better.
- Continuing Care Display List – Keeping patients coming back is not only good for their health, it is also necessary for the financial health of your organization. The Continuing Care list displays patients due for recare appointments based on how you have set up their defaults. The list has contact information, and you can easily set up recare appointments.
How Often? We recommend using this tool monthly.
Watch this video to learn more about the Continuing Care List.
View the Reports Reference Guide to learn more about the Continuing Care List.
- Unscheduled Appointment List – When a patient breaks an appointment, how do you make sure that a particular appointment does not fall through the cracks? The Unscheduled Appointment List displays patients who have a broken appointment that has not been rescheduled.
How Often? We recommend running this report weekly or as often as needed.
Watch this video to learn more about the Unscheduled Appointment List.
View the Reports Reference Guide to learn more about the Unscheduled Appointment List.
Key Practice Management Reports
Keeping tabs on the day-to-day activities at your clinics can give you insights into your organization, taking out the guesswork when you need to make critical business decisions. Here are three reports that can improve your decision-making skills when it comes to managing your practices.
- Day Sheet Report – How do you make certain all of the clinical procedures and financial transactions that occurred during the day were entered into Dentrix Enterprise correctly? You should run the Day Sheet report at the end of each business day to review all ledger transactions, production totals, and completed treatment.
How Often? We recommend running this report daily.
Watch this video to learn more about the Day Sheet.
View the Reports Reference Guide to learn more about the Day Sheet.
- Production Summary Report – Looking at the Production Summary Report can help determine which procedures create the most revenue.
How Often? We recommend running this report at the beginning of each budgeting cycle, or daily, depending on how it is run.
Watch this video to learn more about the Production Summary Report.
View the Reports Reference Guide to learn more about the Production Summary Report
- Treatment Plan Approval Report – Getting your patients to schedule appointments for their recommended treatment plans improves their overall dental health and benefits the bottom line for your organization. It’s important to track and follow up on recommended treatment. The Treatment Plan Approval Report displays all the treatment-planned procedures of your patients in your clinic.
How Often? We recommend running this report weekly.
Watch this video to learn more about the Treatment Plan Approval Report.
View the Reports Reference Guide to learn more about the Treatment Plan Approval Report.
Take time to review these reports with your team so that you can have better insights into the overall health of your organization. Dentrix Enterprise has many more reports than the few we’ve shared with you today.
Recently, we launched a Reports Essentials course online that goes into detail on how to generate and interpret 15 key reports in Dentrix Enterprise. The Reports Essentials course is included with your customer service plan at no extra charge. Visit the Dentrix Enterprise Resource Center to log in and start learning today!
