REPORTS

Tutorials and Information about Dentally Reports

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33 articles in this collection
Written by Clare Levy and Rosie Diver

How would we be able to see when patients have been moved/cancelled from an appointment in the diary?

How to use the Appointments Report to find patients who have cancelled appointments.
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Written by Rosie Diver
Updated over a week ago

How can I see how many patients were seen last month?

How to use the Appointments Report to find out how many patients were seen in surgery over a given period of time.
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Written by Rosie Diver
Updated over a week ago

How do we 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.
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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?
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Written by Rosie Diver
Updated over a week ago

How can I get a list of all patients who were cancelled due to the practice being closed?

How to use the Appointments Report to see all patients cancelled in a specific time, and for a specific reason.
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Written by Rosie Diver
Updated over a week ago

How do I find volume and source of new patients?

How to find out the number and source of new patients using the Patients Report
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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
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Written by Rosie Diver
Updated over a week ago

How do I see how many treatments a dentist has referred to a specific hygienist?

How to use the Practitioner Activity Report to track referrals from dentist to hygienist
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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
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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
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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
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Written by Rosie Diver
Updated over a week ago

Using the Patients report and Messaging feature to contact large groups of patients

Use the Patients report to create a group of patients and send an email to those patients
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Written by Rosie Diver
Updated over a week ago

Use the NHS Claims Report to track progress of NHS Scotland Claims

Use the NHS Claims Report for tracking NHS Scotland Claims status and payment.
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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
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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
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Written by Rosie Diver
Updated over a week ago

How can we see how much we have taken for fillings over a year?

Use the Income and Practitioner Activity Reports to find annual takings or activity.
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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
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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.
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Written by Rosie Diver
Updated over a week ago

Invoices Report

How to get the most from the invoices report
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Written by Rosie Diver
Updated this week

Takings Report

How to use the Takings Report to see the practice's takings for a set period
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Written by Rosie Diver
Updated over a week ago

Radiograph Report

How to use the Radiograph Report
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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.
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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.
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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
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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
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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.
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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.
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Written by Rosie Diver
Updated over a week ago

Invoice Timeline Report

How to get the best from the Invoice timeline report
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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.
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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.
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Written by Rosie Diver
Updated over a week ago

Unbooked Treatments Report

An overview of Unbooked Treatments Report
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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
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Written by Rosie Diver
Updated over a week ago