Practice Analysis Reports provide detailed information regarding production and collections. In addition to printing the Practice Analysis screen itself, there are multiple reports you can access from the Practice Analysis Screen. For more information on scheduling this report/task to run automatically in G6.5 and higher, see the following article: Reports And Tasks Scheduler.
Note: Dentrix recommends running the default Aging Report monthly and comparing the balance to the YTD-Current ending Balance on the Analysis screen. These two numbers should always match. If the are numbers conflicting, you may have a Totals problem and should contact customer support.
Practice Analysis Reports
- Production Summary - Detailed report on each procedure code during the specified date range. To print this report, make sure you have Production Summary checked and uncheck the option for By Category. You also have the option to include medical cross-coding.
- Production Summary By Category - Detailed report on the number of procedures that were completed in each Procedure Code Category during the specified date range. You also have the option to include medical cross-coding.
- Adjustment Summary - Detailed report on each adjustment type for the specified date range.
- Payment Summary - Detailed report on each payment type for the specified date range.
- Patient Summary - Demographic information on your patient database.
To print the Practice Analysis screen, take the following steps:
- Select Analysis from the Office Manager, then click Practice.
- Select File from the Dentrix Practice Analysis screen and choose Print Analysis.
To print other Practice Analysis reports, take the following steps:
- Select Analysis from the Office Manager, then click Practice.
- Choose Reports from the menu bar. Specify the Provider(s), Billing Types, and Date Range for the report.
- Select Print to print the report now or choose Batch to generate the report and send it to the Batch Processor in the Office Manager.
