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.
How to Run a Production Report in Dentrix
If you would like to run an accurate Production Report in Dentrix for all providers that matches Dental Intelligence Performance Board data, please follow the steps outlined below:
In Dentrix, click to open the Office Manager
Click on the Reports tab, then choose Management from the dropdown menu
Click on Day Sheet (Charges and Receipts)
In the Select Provider section, choose to run the report for ALL
In the Select Billing Type section, choose to run the report for ALL
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)
Click to select the bubble next to Procedure Date
The options in the Select Totals and Select Reports Types sections can be left blank
When all of the selections above have been made, click OK to run the report
Compare Performance Board Data
Before comparing data, ensure that the time period selected in Dental Intelligence matches the time period of the generated Day Sheet Production Report pulled from Dentrix.
Access the Performance Board from the left side menu in Dental Intelligence. Compare the data pulled from Dentrix to the Dental Intelligence Performance Board:
Dentrix Charges will match the Gross Production metric in the Performance Board Production metric tile.
Dentrix Credit Adjustments combined with Charge Adjustments, Finance Charges, and Late Charges will match the Adjustments metric on the Performance Board Production metric tile.
Compare Collections Board Data
Before comparing data, ensure that the time period selected in Dental Intelligence matches the time period of the generated Day Sheet Production Report pulled from Dentrix.
Access the Collections Board from the left side menu in Dental Intelligence. Compare the data pulled from Dentrix to the Dental Intelligence Collections Board:
Dentrix Payments will match the Collections metric in the Dental Intelligence Collections Board.
How to Run 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 Dental Intelligence Provider Pulse, please follow the steps outlined below:
In Dentrix, click to open the Office Manager
Click on the Reports tab, then choose Management from the dropdown menu
Click on Day Sheet (Charges and Receipts)
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
In the Select Billing Type section, choose to run the report for ALL
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)
Click to select the bubble next to Procedure Date
The options in the Select Totals and Select Reports Types sections can be left blank
When all of the selections above have been made, click OK to run the report
Compare Provider Pulse Data
Before comparing data, ensure that the time period selected in Dental Intelligence matches the time period of the generated Day Sheet Production Report pulled from Dentrix.
Access the Provider Pulse from the left side menu in Dental Intelligence. Compare the provider-specific data pulled from Dentrix to Dental Intelligence:
Dentrix Charges will match the Provider Production in the Dental Intelligence Provider Pulse.
