Reporting & Analytics
New Reports Menu
- Is there a report we can run to see our incoming and outgoing text messages?
- Why are different patients listed on the Interactive Unsigned Progress Notes report than the Unsigned Progress Notes report in the Daily Reports menu?
- Interactive Report- Eligibility Verification
- How to understand the new reports menu
Reports Matrix
Denticon Practice Analytics
- Our practice analytic data from today is not being reflected on "My Page", why?
- Denticon Practice Analytics Glossary: Morning Huddle
- Denticon Practice Analytics Glossary: Production Analysis
- Denticon Practice Analytics Glossary: Collections Analysis
- Denticon Practice Analytics Glossary: Provider Breakdown
- Denticon Practice Analytics Glossary: Treatment Plan Analysis
Routing Slips
Daily Reports
- Can we run a report showing our office's collection by code?
- We are running the Daily Journal report and we see adjustments showing up in the column for charges instead of the adjustments column. Why?
- We ran the Daily Audit report, a patient is showing as missing a transaction in the ledger, but there was a transaction posted. Why?
- What is the Special Transaction report and what can it be used for?
- How do we understand the Production Analysis report?
- Daily Audit Report
Monthly - Yearly Reports
- Sometimes when running the income allocation report the ending balance of one month does not match the starting balance of the next month. What could cause this?
- Can We Run an Aging Report for Balances Over 120 Days?
- What should our office consider at the end of each year?
- Which reports and activities does Denticon recommend to generate at the end of each month, and at the end of each year?
Patient Reports
Treatment Plan Reports
Recall Reports
- The recall reports screen has a “Post-Op Report” and a “Procedural Recall Report” listed. What is the difference?
- We recorded a procedure code in a patient’s transactions. When we generate the procedural recall report, the patient does not appear on the report. What is wrong with the patient’s transaction?
Appointment Reports
- Is there a report we can run to show our monthly lab costs?
- What is the SmartAssist Report Card?
- Can I run Smart Assist Report Card Report for future dates?
- How can I modify the list of cancellation reasons when an appointment is cancelled?
- We want to track how many hygienists are making their patient’s next recall appointment at the Date of Service. Is there a report which shows the patient appointments which were created on a particular date?
- We want to track how many appointments are made by patients using the AppointNow feature on our website. Is there a report which shows the patient appointments which were created on a particular date?
Referral Reports
- Our office wants to generate a report to understand from where our patients are referred. Which report should we consider?
- Our office wants to generate a report to understand how well our referral sources are promoting our practice to our patients. Which report should we consider?
- Our office wants to generate a report to understand the financial impact to our office related to our referral sources. Which report should we consider?
- Our office wants to generate a report to understand which of our patients we have referred out. Which report should we consider?
- Our office wants to generate a report to view all our referral sources. Which report should we consider?
Insurance Reports
- ERA 835 Denial Report
- We want to make sure that all our insurance claims are able to be generated. How are we able to understand if we need to correct the billing order for posted procedures?
- How can I generate a list of all insurance claims not paid?
- We need to understand which claims were generated during a period of time. Which report will provide a list of all claims transmitted by our office?
- How can I understand which insurance plans, insurance carriers, and employers are entered?
- How can I know to which insurance plans my patients are assigned?
Management Reports
- How do I print a list of appointments that have been deleted?
- How can I generate a list of all Responsible Parties who owe money to the practice?
- Why does my outstanding claim report differ from the outstanding claims shown on the aging detail report?
- We have accounts which have credit balances. How can we understand which accounts those are?
- How are we able to generate a report which shows production for all codes that we completed within a time frame?
- We pay our providers based on collection. What is the best report to use?
Aging Reports
- My Executive Summary doesn't match my Aging Report? How do I know which is correct?
- How can I know how much money is owed to the practice and which Reports shows balances owed by patient and by insurance?
- We are a multi-location operation, and are unsure of the correct Aging report to generate. Which reports are recommended?
- We are a multi-location operation. When we generate our Aging Report, there are accounts in the report which have a $0 balance in the ledger. What is wrong?
Lists - Patient, RP, Insurance, Fees and MORE
- How does the fee schedule effective dates reflect on the fee schedule reports?
- How can I print an insurance plan benefits and coverage details?
- Is there a report which will help our office know the number of patient records?
- Our office needs a report which shows our patients’ name, address, phone, and email address. What is the best report?
- How can I generate a list of new patients?
- How are we able to locate a report to understand which patients are associated to an insurance plan, insurance carrier, or employer?
Ledger Reports
Report Generation
- How to Transition to the New SFTP Server for Nightly Data Download (BCP)
- I'm trying to run a report but I am getting an error "The request failed with HTTP status 503: Server Error"
- How can we quickly find reports in Denticon?
- We entered transactions, and generated a report. The transactions did not show up on the report even though we see the transaction in the patient record. What happened?