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REPORTS
Tutorials and Information about Dentally Reports
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38 articles in this collection
Written by
Clare Levy
and
Shelley Withington
Report Description
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 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
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
Tutorials
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