Reports for Dental Clinic Owners and Managers
These reports gather figures that a dental clinic usually keeps in several books: collections, plans, balances, lab cases, recalls, dentist shares and stock. All of them draw on entries the clinic already makes.
From the chair to the owner’s desk
An owner often waits for the desk to compile a day sheet. The reports are built from the visits, plans, bills and lab orders as they are entered, so a question about the clinic can be answered from one place.
The reports
Who acts on them
Owners read collections and shares. The desk works from balances and recalls. Assistants read the lab and stock lists. Branch managers see their own branch, and the owner can compare all of them.
What the figures reflect
The contents of any report follow what was entered. A procedure not marked done, or a payment not posted, will not show. A thin report often traces back to a record left unfinished at the chair or the desk.
Frequently asked questions
Are the figures live?
Yes. They change as visits, bills and orders are entered, so the owner reads today’s position and not last week’s.
Can we add a report that is not on the list?
Yes, if the figures already sit in the system. A new report is designed alongside the clinic and priced before it is built.
Can I compare dentists?
Yes. Collections and procedures are split by dentist, and the owner decides whether dentists see each other’s figures.
Can reports go to the accountant?
Reports can be exported as files. A direct Tally link is built separately, once the clinic asks for it.
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