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Management Repor ts

Helping You Improve Front Office Efficiencies

PRACTICE SOLUTIONS
Mana g eme n t R e p or t s

A Picture of Power, Efficiency and Simplicity

Reports, reports, reports. The Office Manager offers a


host of useful, customizable reports, including day sheets,
aging reports, other financial reports, all kinds of patient
lists, reference reports, and more. And, since we can't
possibly provide every report that every practice wants,
we have a powerful custom report capability. For example,
you could send a letter to (or create a report listing) all
patients who have an uncompleted treatment plan with
remaining benefits over $500. DENTRIX also provides a
host of Quick Letters you can dash off to a patient or a
group of patients, including overdue account notices.

Tracking your practice's financial health. If


you're relying on an accountant's report to see how you're
doing, you're forced to plan for tomorrow on yesterday's
facts. DENTRIX lets you keep your finger on the financial
pulse of your practice with a sophisticated Practice
Analysis module. You can track goals and 'to-date'
production over any period of time instantaneously, so
you can make mid-month corrections to meet your goals.
You've got a wealth of information stored in your system
and DENTRIX brings it all to your fingertips in a 'makes-
sense' format. Take a peek at the screens to the right to
get a glimpse of what you could be seeing every day.

PRACTICE SOLUTIONS
Mana g eme n t R e p or t s L is t s

Please Note: The reports listed here are preformatted and included in the system. DENTRIX also includes the capability to create a custom report from data you select and filter.

Reference Reports Clinical Reports Ledger Reports


• Procedure Code List • Today's Work • Billing Statements & Labels
• Multi-Code List • Treatment Plan • Family Walkout
• Fee Schedules • Patient Chart • Doctor’s Statement/Walkout
• Employer List • Perio Chart • Payment Book
• Insurance Carrier List & Labels • Clinical Record Report • Insurance Claim/Pre-Estimate
• Standard Coverage Tables • Family Ledger (full or condensed)
• Insurance Coverage Tables Management Reports • Aging Report
• Updated Insurance Payment Table • Day Sheets (chronological, alphabetical, receipts, or • Credit Balance Report
• Practice Organization List adjustments) • Insurance Claim Aging Report
• Custom Practice Information • Analysis Summary Report (multiple day sheet • Insurance Claims Not Sent
• Registration Information summary) • Pre-Treatment Estimates Not Sent
• Deposit Slip • Procedures Not Attached to Insurance
Lists • Finance Charge Report • Pre-Treatment Estimates Aging Report
• Daily Appointment List • Referred to Doctor Report • Patient Contract Report
• Patient Route Slip • Referred by Doctor/Other Report • Payment Contract Totals Report
• ASAP List • Referred by Patient Report • Utilization Report
• Unscheduled Appointment List • Production Summary (also by category)
• Unscheduled Treatment Plan List (detailed or • Payment Summary Scheduling Reports
condensed) • Adjustment Summary • Appointment Card
• Perio Exam List • Patient Summary • Appointment Book View Report
• Patient List (Chart # Report) • Practice Analysis • Continuing Care (recall) Display List Report & Labels
• Patient Labels (mailing, guarantor, or chart labels) • Goals vs. Production Graph
• Birthday List & Labels • Audit Trail Report
• New Patient List & Labels (mailing or chart labels)
• Inactive Patient List & Labels

PRACTICE SOLUTIONS

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