1. Dental Practice Management
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Review visit progress, outstanding care work and the evidence behind recorded financial amounts.

Overview
Dental Practice Management · Overview

Dental Practice Management dashboard

This quarter

Consents in view
6
Pending
2
Withdrawn
2
Expired
2

Appointments by status

How far records got this quarter

StageReachedStep
Scheduled47
Arrived3472%
In progress2471%
Awaiting review1771%

Appointments by status

Sample counts per stage

1000
50Scheduled
30Arrived
70In progress
90Awaiting review
100Completed
Example screen with sample data

Questions to answer

Appointment status by dentist Grouped

Which scheduled visits are still awaiting care or review for the selected period?

Chart signing status List

Which notes remain Draft, and which Signed notes need attention because signed at is missing?

Clinical measurements by visit Grouped

Which observations belong to this appointment, with their original units and measurement dates?

Privilege review register List

Which professional evidence needs review for its category, state or effective period?

Lab case state distribution

Which cases remain in processing and which have been Rejected?

Dispensation lot register List

Which appointment and authorizing clinician are associated with a recorded medication lot?

Procedure charge status totals

What service amounts are Draft, Approved, Invoiced or Voided within the agreed currency scope?

Patient receipt register List

What money is recorded as Pending, Confirmed or Refunded by patient and receipt date?

Follow-up workload Grouped

Which assigned tasks are unfinished, overdue or missing a due date?

More reports

Lab case status List

Lab cases by case type and status with lab case number and collection time.

Procedure charge totals List

Charge amounts by status and dentist.

Set up Dental Practice Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started