REPORTS

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