Dentrix: Reports

Learn how to run Day Sheets reports in Dentrix that match Dental Intelligence metrics

Sam Miller avatar
Written by Sam Miller
Updated over a week ago

Dentrix has a number of reports that can be run to derive production, collection, and adjustment data. To pull accurate Dentrix metrics that match Analytics metrics, you must run the Dentrix Day Sheet reports using the Procedure Date.

In this article, you'll learn about:

For assistance with running Dentrix reports, please visit the Dentrix Knowledge Base. Learn more about Day Sheet Reports in Dentrix here.


Running a Production Report in Dentrix

If you would like to run an accurate Production Report in Dentrix for all providers that matches the Performance Board data in Analytics, please follow the steps outlined below:

  1. In Dentrix, click to open the Office Manager

  2. Click on the Reports tab, then choose Management from the dropdown menu

  3. Click on Day Sheet (Charges and Receipts)

  4. In the Select Provider section, choose to run the report for ALL

  5. In the Select Billing Type section, choose to run the report for ALL

  6. Click on the Select Date fields to change the time period to match the week or month time period selected in the Analytics dashboard (week or month)

  7. Click to select the bubble next to Procedure Date

  8. The options in the Select Totals and Select Reports Types sections can be left blank

  9. When all of the selections above have been made, click OK to run the report

Compare Performance Board Data in Analytics

Access the Performance Board from the left side menu in Analytics:

Before comparing data, ensure that the time period selected in Analytics matches the time period of the generated Day Sheet Production Report pulled from Dentrix.

Compare the data pulled from Dentrix to Analytics:

  • Dentrix Charges = Gross Production metric in the Analytics Production chart

  • Dentrix Credit Adjustments + Charge Adjustments = Adjustment metric in the Analytics Production chart

Compare Collections Board Data in Analytics

Access the Collections Board from the left side menu in Analytics:

Before comparing data, ensure that the time period selected in Analytics matches the time period of the generated Day Sheet Production Report pulled from Dentrix.

Compare the data pulled from Dentrix to Analytics:

  • Dentrix Payments = Collections metric in the Collections chart of Analytics

Click here to learn more about the Performance Board.


Running a Provider Production Report in Dentrix

If you would like to run an accurate Provider Production Report in Dentrix for a specific provider that matches the Provider Pulse data in Analytics, please follow the steps outlined below:

  1. In Dentrix, click to open the Office Manager

  2. Click on the Reports tab, then choose Management from the dropdown menu

  3. Click on Day Sheet (Charges and Receipts)

  4. In the Select Provider section, click on From and To to open the dropdown list of available Providers. Choose the same provider for both options

  5. In the Select Billing Type section, choose to run the report for ALL

  6. Click on the Select Date fields to change the time period to match the week or month time period selected in the Analytics dashboard (week or month)

  7. Click to select the bubble next to Procedure Date

  8. The options in the Select Totals and Select Reports Types sections can be left blank

  9. When all of the selections above have been made, click OK to run the report

Compare Provider Pulse Data in Analytics

Access the Provider Pulse from the left side menu in Analytics:

Before comparing data, ensure that the time period selected in Analytics matches the time period of the generated Day Sheet Production Report pulled from Dentrix.

Compare the provider-specific data pulled from Dentrix to Analytics:

  • Dentrix Charges = Provider Production in the Provider Pulse of Analytics

Click here to learn more about the Provider Pulse.

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