REPORTS

Practitioner Allocations Report

This is a global report that can be used by anyone with Practitioner Allocations turned on.

Written by Shelley Withington
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

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 Shelley Withington
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 Shelley Withington
Updated over a week ago

Invoices Report

How to get the most from the invoices report

Written by Shelley Withington
Updated over a week ago

Invoice Timeline Report

How to get the best from the Invoice timeline report

Written by Shelley Withington
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 Shelley Withington
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 Shelley Withington
Updated over a week ago

The Patients Report

The 'Patients' Report in Dentally allows you to customise, run & save reports based on various information you hold on your patients.

Written by Shelley Withington
Updated over a week ago

The Private Forecast Report

The Private Forecast Report

Written by Shelley Withington
Updated over a week ago

Radiograph Report

How to use the Radiograph Report

Written by Shelley Withington
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 Shelley Withington
Updated over a week ago

UDA Forecast Report in Dentally

The UDA Forecast report allows you to track the status of NHS treatments & identify claims that are in danger of being late.

Written by Shelley Withington
Updated over a week ago

Unbooked Treatments Report in Dentally

An overview of Unbooked Treatments Report to identify patients with incomplete treatment

Written by Shelley Withington
Updated over a week ago

Payment Allocation Totals Report

How to get the most out of the Payment Allocation Totals Report

Written by Shelley Withington
Updated over a week ago

Payment Allocations Report

How to get the most out of the Payment Allocations Report

Written by Shelley Withington
Updated over a week ago

How to view practitioner productivity using the Practitioner Activity report in Dentally

How to find out how many treatments a practitioner completed, and how long they spent on those treatments in a set time period.

Written by Shelley Withington
Updated over a week ago

How to check online payment received using the Takings Report in Dentally

How to use the Takings Report to check Stripe payments (online payments) have been received

Written by Shelley Withington
Updated over a week ago

How do I find patients who moved or cancelled appointments using Dentally

How to use the Appointments Report to find patients who have moved or cancelled appointments so that you can rebook

Written by Shelley Withington
Updated over a week ago

How to run a report on waiting times and time in surgery in Dentally

How to use the Appointments Report to show patient waiting times and how long they spent in surgery.

Written by Shelley Withington
Updated over a week ago

How many patients were seen in surgery last month using 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 Shelley Withington
Updated over a week ago

How do I create a list of all patients who cancelled their appointments using Dentally

How to use the Appointments Report to see all patients who cancelled appointments in a specific time, and for a specific reason.

Written by Shelley Withington
Updated over a week ago

How do I find volume & source of new patients in Dentally?

How to find out how many new patients you have and how you acquired them, using the Patients Report. Measure marketing effectiveness

Written by Shelley Withington
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 a dentist and a hygienist work on the same patient?

Written by Shelley Withington
Updated over a week ago

How to view our takings for fillings over the year

How to use the Income and Practitioner Activity Reports to find annual takings or activity.

Written by Shelley Withington
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 Shelley Withington
Updated over a week ago

How can I see what I am due to be paid?

How to see what practitioners have earned during a set period

Written by Shelley Withington
Updated over a week ago

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

Written by Shelley Withington
Updated over a week ago

How do I track all bad debtors?

How to use the Patients Report to track all bad debtors

Written by Shelley Withington
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 Shelley Withington
Updated over a week ago

How do I find Lapsed Patients

How to use the Lapsed Patients Report to identify patients that have not had an appointment since a specified date.

Written by Shelley Withington
Updated over a week ago

How to use the New Patients per Month Report in Dentally

How to use the New Patients per Month Report to see how many new patients have registered with you each month and acquisition source.

Written by Shelley Withington
Updated over a week ago

How to find the number of treatments a dentist has referred to a hygienist in Dentally

How to use the Practitioner Activity Report to track referrals from a dentist to a hygienist

Written by Shelley Withington
Updated over a week ago

How to use the Practitioner Activity Report in Dentally to show all treatment carried out by each practitioner

How to use the Practitioner Activity report to see all treatment carried out by each practitioner over time.

Written by Shelley Withington
Updated over a week ago

How to find Patient Cancellation information, including cancellation reasons, using the Appointments Report in Dentally

How to find your cancelled patient data using the Appointments Report. Cancellation reason

Written by Shelley Withington
Updated over a week ago

How to make best use of the Treatment Plan Report in Dentally to find completed but not claimed courses of treatment

How to use the Treatment Plan report for completed but not claimed, courses of treatment started but not finished, completed Treatment plans

Written by Shelley Withington
Updated over a week ago

How to use the Patients Report and bulk messaging to contact patients in Dentally

How to use the Patients report to create a group of patients and send an email to those patients using a template within Dentally

Written by Shelley Withington
Updated over a week ago

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

Written by Shelley Withington
Updated over a week ago