The Dentrix Reports Reference is designed to help your office get the most out of Dentrix reporting. Detailed explanations, along with sample reports, are provided to help your office learn why and when to use each report.
For additional help with Dentrix reports, refer to the Dentrix Help (in any module, from the Help menu, click Contents), or contact Technical Support at 1-800-Dentrix.
Note for Canadian users: The Dentrix Reports Reference includes samples of Dentrix reports generated by dental practices in the United States. The number and content of Dentrix reports generated by dental practices in Canada may differ slightly.
Reports are listed alphabetically. After each report is introduced, a Quick Reference section summarizes why and when to run the report. In the Quick Reference section you’ll find Quick Reference symbols that represent how your office can benefit from using the report.
|
Why: |
To print a record of transactions each day, to review transactions and production totals for a date or date range, to ensure transaction totals balance out over a variety of reports. |
|
When: |
Daily |
Quick Reference Symbols represent how your office will benefit from a report. Use the Quick Reference symbols to help your office focus on specific aspects of your practice.
You will find the following Quick Reference symbols.
Symbol |
Category |
Explanation |
|
Patient Care |
Helps your practice provide patient care services. |
|
Information |
Gathers Dentrix information together so you can review it without opening multiple dialog boxes. |
|
Financial |
Helps you track, monitor, or financial data. |
|
Production |
Helps you track, monitor, or project production. |
|
Time |
Saves you time. |
Many Dentrix reports can be run by Procedure Date or Entry Date. Because the type of date by which you run a report can filter out desired data, it is essential that you understand the difference between these two options.
Entry Date – The actual date a procedure is entered.
Procedure Date – The date a procedure is completed. Because the clinical chart must always be accurate, this date can be back-dated.
Scenario: You have to enter last Friday’s procedures on Monday. The Entry Date would be Monday. The Procedure Date would be Friday.
Consequence: If you run a report, such as the Day Sheet, by Entry Date for Monday, the procedures would be included in the report. However, if you run the same report by Procedure Date, the procedures would not be included.
Additionally, if Friday was a previous month, the MTD totals would be affected by the option used to run the report.
Many Dentrix reports include Year-to-date and Month-to-date totals. It is important to understand how each total is calculated.
Year-to-date – The total amount since the start of the current year (January 1).
Month-to-date – The total amount since the start of the current month.
Note: Month-to-date and Year-to-date values can be affected by whether a report is run by Entry Date or Procedure Date.
