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REPORTS
REPORTS
Tutorials and Information about Dentally Reports
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34 articles in this collection
Written by
Clare Levy
and
Rosie Diver
The Private Forecast Report
The Private Forecast Report
Written by
Rosie Diver
Updated over a week ago
Visibility of appointments changes in the diary at Dentally
How to use the Appointments Report to find patients who have moved / cancelled appointments
Written by
Rosie Diver
Updated over a week ago
How many patients were seen last month in Dentally
How to use the Appointments Report to find out how many patients were seen in surgery over a given period of time.
Written by
Rosie Diver
Updated over a week ago
How to run a report on waiting time and time in surgery
How to use the Appointments Report to show patient waiting time and how long they spent in surgery.
Written by
Rosie Diver
Updated over a week ago
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 dentist and hygienist work on the same patient?
Written by
Rosie Diver
Updated over a week ago
Collating a list of cancelled customers at Dentally
How to use the Appointments Report to see all patients cancelled in a specific time, and for a specific reason.
Written by
Rosie Diver
Updated over a week ago
How do I find volume & source of new patients in Dentally?
How to find out the number and source of new patients using the Patients Report
Written by
Rosie Diver
Updated over a week ago
Patient Cancellation information
How to find your cancelled patient data using the Appointments Report. Cancellation reason
Written by
Rosie Diver
Updated over a week ago
Number of treatments a dentist has referred to a hygienist
How to use the Practitioner Activity Report to track referrals from a dentist to a hygienist
Written by
Rosie Diver
Updated over a week ago
How can I see what I am due to be paid?
How practitioners can see what they have earned during a set period
Written by
Rosie Diver
Updated over a week ago
How can I find all my new patients?
How to use the Patients report to find all the new patients since a certain date
Written by
Rosie Diver
Updated over a week ago
How can I find and contact all patients who owe money?
Use the Patients Report to find all patients with an outstanding balance, no further treatment booked, contact them and include payment link
Written by
Rosie Diver
Updated over a week ago
Using Patients report/Messaging feature to contact patients
Use the Patients report to create a group of patients and send an email to those patients
Written by
Rosie Diver
Updated over a week ago
Use NHS Claims Report to track progress- NHS Scotland Claims
Use the NHS Claims Report for tracking NHS Scotland Claims status and payment.
Written by
Rosie Diver
Updated over a week ago
Why does the income report show different information from the takings report?
To help explain differences in totals in the income and takings reports
Written by
Rosie Diver
Updated over a week ago
The Appointments Report
How to use the Appointments Report to help fill your diary, track cancelled appointments, online bookings, and patient waiting times
Written by
Rosie Diver
Updated over a week ago
How to view our takings for fillings over the year
Use the Income and Practitioner Activity Reports to find annual takings or activity.
Written by
Rosie Diver
Updated over a week ago
Check online payment received
How to use the Takings Report to check Stripe payments (online payments) have been received
Written by
Rosie Diver
Updated over a week ago
The Income Report
How to use the Income Report for total income, NHS patient charges, UDAs and unexplained payments.
Written by
Rosie Diver
Updated over a week ago
Invoices Report
How to get the most from the invoices report
Written by
Rosie Diver
Updated over a week ago
Takings Report
How to use the Takings Report to see the practice's takings for a set period
Written by
Rosie Diver
Updated over a week ago
Radiograph Report
How to use the Radiograph Report
Written by
Rosie Diver
Updated over a week ago
How do I use Dentally reports to pay associates?
How to use the Income Report to pay associates.
Written by
Rosie Diver
Updated over a week ago
The Patients Report
The customisable Patients Report in Dentally allows you to create & run reports based on every piece of data held on a patient's record.
Written by
Rosie Diver
Updated over a week ago
Ortho Submissions Report
How to use the Ortho Submissions report. How to handle errors with E-Ortho. Orthodontic claims and submission
Written by
Rosie Diver
Updated over a week ago
How do I track all bad debtors?
Use the Patient Report to track all bad debtors
Written by
Rosie Diver
Updated over a week ago
Age groups report
The age groups report can help you identify demographics of your patient list.
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Written by
Clare Levy
Updated over a week ago
UDA Forecast Report
The UDA Forecast report allows you to track the status of NHS treatments & identify claims that are in danger of being late.
Written by
Rosie Diver
Updated over a week ago
New Patients per Month Report
Use the New Patients per Month Report to see how many new patients have registered with you each month and acquisition source.
Written by
Rosie Diver
Updated over a week ago
Invoice Timeline Report
How to get the best from the Invoice timeline report
Written by
Rosie Diver
Updated over a week ago
Lapsed Patients
Use the Lapsed Patients Report to identify patients that have not had an appointment since a specified date.
Written by
Rosie Diver
Updated over a week ago
Practitioner Activity
How to use the Practitioner Activity report to see all treatment carried out by each practitioner over time.
Written by
Rosie Diver
Updated over a week ago
Unbooked Treatments Report
An overview of Unbooked Treatments Report
Written by
Rosie Diver
Updated over a week ago
Treatment Plan Reporting
How to use the Treatment Plan report, completed but not claimed, courses of treatment started but not finished, completed Treatment plans
Written by
Rosie Diver
Updated over a week ago