Dentrix has a number of reports that can be run to derive production, collection, and adjustment numbers. These reports can also be run in different ways. We do NOT recommend running reports using an “Entry Date”.
Entry Date vs. Procedure Date
When you run your Dentrix report using the default of Entry Date, this report will show you the production based on the date that it was actually recorded in the computer. So if you wait to enter everything till the end of the week...this report will not reflect accurately the amount of production completed on a specific day.
When the report is run by Procedure Date, this will show the actual amount of production completed on the day of service. That is why we recommend running the report this way...so you have an accurate look on how much production was completed that day.
Running a Production Report in Dentrix
Step by Step Instructions:
First, go Office Manager, Reports, Management
Click “Day Sheet (Charges and Receipts)
In Select Date change the time period to match a time period in the dashboard, such as a week or a month
Run the report for ALL Providers
The Select Totals and Select Reports Types can be blank
Click “Procedure Date” this is important
Click OK
Look at the Dental Intel Performance Board for the same time period to see completed (1) Production and (2) Adjustments (Credit Adjustments + Charge Adjustments). The Collections Board will show (3) Collections for that same period.
Running a Provider Production Report in Dentrix
Dentrix has a number of reports that can be run to derive production numbers by provider. These reports can also be run in several different ways. We have described below the best way to run the Day Sheet report to get a providers production number.
If you would like to run an accurate provider production report in Dentrix for a Provider, here is the report and the manner in which it should be run.
Step by Step Instructions:
First, go Office Manager, Reports, Management
Click “Day Sheet (Charges and Receipts)
Select a specific Provider in the “From” and “To”
In Select Date change the time period to match a time period in the dashboard, such as a week or a month
The Select Totals and Select Reports Types can be blank
Click “Procedure Date” this is important
Click OK to run the report
Look at the Dental Intel Provider Pulse for the same time period to see completed Production for the provider for whom you ran the report. See example below.
