Many Dentrix Enterprise 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 that a procedure is entered.
Procedure Date - The date that a procedure is completed. Because the clinical chart must always be accurate, this date can be backdated.
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.
Many Dentrix Enterprise reports include Year-to-date (YTD) and Month-to-date (MTD) 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: Running a report by Entry Date or Procedure Date can affect Month-to-date and Year-to-date values.