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Tutorials and Information about Dentally Reports

Shelley Withington avatarAmber Morris avatarClare Levy avatar
4 authors48 articles

Financial Reports

Payment Allocation Totals ReportHow to get the most out of the Payment Allocation Totals Report
Payment Allocations ReportHow to get the most out of the Payment Allocations Report
How to check online payment received using the Takings Report in DentallyHow to use the Takings Report to check Stripe payments (online payments) have been received
Invoice Timeline ReportHow to get the best from the Invoice timeline report
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
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?
How to view our takings for fillings over the yearHow to use the Income and Practitioner Activity Reports to find annual takings or activity.
How can I see what I am due to be paid?How to see what practitioners have earned during a set period
How do I track all bad debtors?How to use the Patients Report to track all bad debtors
The Private Forecast ReportThe Private Forecast Report
UDA Forecast Report in DentallyThe UDA Forecast report allows you to 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?How to help explain differences comparing totals in the income report and takings report
Takings report bundlesHow do bundles work in my takings report?
Takings ReportHow to use the Takings Report to see the practice's takings for a set period
Invoices ReportHow to get the most from the invoices report
The Income ReportHow to use the Income Report for total income, NHS patient charges, UDAs and unexplained payments.
Sundries ReportHow to view all sundry items that have been invoiced in a specified time frame...
Using the Income report to pay associatesHow to use the income report to figure out what to pay your associates in Dentally

Patient Reports

How to use the New Patients per Month Report in DentallyHow to use the New Patients per Month Report to see how many new patients have registered with you each month and acquisition source.
Using Dentally's 'Birthdays' reportLet's take a look at how to use the Birthday's report...
How do I find Lapsed PatientsHow to use the Lapsed Patients Report to identify patients that have not had an appointment since a specified date.
How can I find all my new patients?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 sourcesHow to find out how many new patients you have and how you acquired them...
Age groups reportThe age groups report can help you identify demographics of your patient list.
The Patients ReportThe 'Patients' Report in Dentally allows you to customise, run & save reports based on various information you hold on your patients.
How to use the Patients Report and bulk messaging to contact patients in DentallyHow to use the Patients report to 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 ReportThis segment on the patient report can be useful for targeting your marketing efforts to patients who have had higher-value treatments.
Finding new patients with no appointment - Patients ReportThis segment on the patients means you can find patients who have been added to Dentally but never had an appointment at your practice!

Appointment Reports

How many patients were seen in surgery last month using DentallyHow to use the Appointments Report to find out how many patients were seen in surgery over a given period of time.
How the Chair Utilisation Report is CalculatedI know how to use the Chair Utilisation report to look at chair availability, versus chair usage over a specified date range...
Appointments per month reportHow to report on the number of hours that were booked for appointments per month...
The Appointments ReportHow to use the Appointments Report to help fill your diary, track cancelled appointments, online bookings, and patient waiting times
Reporting on wait time and time in surgery on DentallyHow to use the Appointments Report to 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 DentallyHow to use the Appointments Report to see all patients who cancelled appointments in a specific time, and for a specific reason.
How to find Patient Cancellation information, including cancellation reasons, using the Appointments Report in DentallyHow to find your cancelled patient data using the Appointments Report. Cancellation reason
How do I find patients who moved or cancelled appointments using DentallyHow to use the Appointments Report to find patients who have moved or cancelled appointments so that you can rebook
How to use the Analytics Dashboard - Practitioner Utilisation ReportLet's explore the Analytics dashboard and the practitioner utilisation report.
How to get the most value from the Practitioner utilisation chartWhat is the new practitioner utilisation chart? where can i find it? and how do I use it?