The Importance of Reports for Your Dental Practice

Thorough reports help dental practices thrive. However, they are just one step in maintaining a successful practice. For instance, you must know what types of data you’re collecting and why and how everyone, including you, can keep track of what’s important to them without becoming overwhelmed or mired in meetings.

 

 

What Things Should Your Practice Keep Track Of?

 

Daily reports from your dental office should consist of essentials such as deposit slips, procedures not on a claim and day sheets. Most software programs include these reports. Other good reports to include are needed patient contact (for patients who should be followed up with for a variety of reasons), procedure reports and adjustments reports.

On a weekly basis, things to be reported include patient aging and primary insurance aging. In case you’re new to the dental world of reporting, “aging” doesn’t have to do with going from 33 years old to 34 years old. Rather, aging metrics help with money collection.

Monthly reports should include net new patients, unscheduled time units, accounts receivable and accumulative totals. Yearly, you could look at reports such as production totals per dentist and insurance utilization, which helps as you renegotiate contracts with insurance providers.

 

 

How to Keep Up With Reports

 

Whew! That seems like a lot of reports to keep up with, especially if you’re a dentist and not an accounting or software whiz. A common solution is to have an office manager who is capable of producing the reports and summarizing the highlights for you.

Of course, many small practices do not have this luxury. You can still keep on top of things. Have your receptionist generate and print the reports at the end of the day or at the end of the specified time period. Set aside at least a few minutes each day to go over the reports. Look for larger trends at time intervals as well.

 

 

How Important Is It to Go Over Daily and Monthly Reports With Your Staff?

 

Let’s face it — unnecessary meetings and emails can be a drain on time and efficiency. Not everyone in your office needs to know every single thing about the reports that are generated.

That said, it can be important for everyone to know if there are issues with collecting co-payments or with getting new patients in the door. You want all of your staff to be on the same page as far as office policies and goals go.

Otherwise, it’s usually sufficient for staffers who work in a certain area to meet with you every two weeks or once a month. For instance, your insurance coordinator but not your receptionist would need to meet with you to discusses any issues with primary insurance aging.

 

 

15% off

sale

ENTER YOUR EMAIL TO GET THE CODE NOW!

Please Check your email for the promocode. Make sure to check your spam folder as well
small_c_popup.png

Looking to save on dental bills?

Subscribe now and we'll send a savings guide!

Feel free to leave your email address! We can show you how to SAVE!

DentalSave Dental Plan can save you up to 50% off your dental bill at a local provider

Thank you.
Check your Email 

Learn more about our Dental Plan

20-50% Off Dental

Save YOU!

Learn how Dental Plans can save you

up to 50% OFF  at YOUR DENTIST!

Wanna learn how we work?

Sign up to recieve a guide of how Dental Discount Plan works. Plus be the first to hear about our special promotions for even deeper savings

SAVE UP!

FREE DENTAL SAVINGS GUIDE

Our Members save upto 50%

On All Their Dental Needs

SAVE UPTO 50% OFF

ON ALL YOUR DENTAL BILL

LEARN MORE NOW

Get our detailed Dental Discount Plans Guide and learn how to get the perfect smile!  

CHECK YOUR EMAIL

UP TO 50%  OFF AT THIS LOCATION!

Learn more about our plan, and save!

This information never be shared to 3rd part companies

Hey You!

Learn how DenatlSave can save you

UP TO 50% ON YOUR DENTAL BILLS

No thank you, I don’t need it.​

15% OFF all DentalSave Plans

Use promo code: CYBER35

THANK YOU

Please check your inbox and spam folder

small_c_popup.png

Thank you for sending!

Please check your e-mail - we will send you our savings guide

Thank you for submitting! We'll be in touch!

Check your inbox for your guide!

Thank You!

THANK YOU FOR INTEREST!

YOUR GUIDE IS ON THE WAY

Thank you!

Please check your inbox and spam folder

THANK YOU FOR SENDING

Your e-mail has been saved!

THANKS! PLEASE CHECK YOUR EMAIL

Hey You!

Learn how DenatlSave can save you

UP TO 50% ON YOUR DENTAL BILLS

Thank you you are a saver! 

UP TO 50%  OFF

AT THIS LOCATION!

Learn more about our plan, and save!

This information never be shared to 3rd part companies

CHECK YOUR EMAIL!

Learn more now!

Get our detailed Dental Discount Plans Guide and learn how to get the perfect smile!  

Your e-mail has

been saved!

-50%

Save up to

50% OFF

On all your dental bill

Thank you

for sending!

Our Members Save Up to 50%

On All Their Dental Needs

Thank you!

Please check your inbox and spam folder

SAVE UP!

FREE DENTAL SAVINGS GUIDE!

We never share your email

THANK YOU FOR INTEREST!

YOUR GUIDE IS ON THE WAY

Unlock 15%OFF

On ALL Subscriptions

Please check your email for the promo code. Make sure to check your spam folder as well

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Thank You

 

 

Please check your inbox and spam folder.

Save you!

Learn how Dental Plans can save you

up to 50% OFF  at YOUR DENTIST!

Check your inbox for your guide!

Learn more about our Dental Plan

First name

DentalSave

20-50% Off Dental

Last name

E-mail

Immediate activation

Savings on all dental needs 

Plans start at $ 9.99/mo 

Join today and save at any of our participating providers

Thank you.

Check your Email