Today we’re excited to announce the launch of the first set of reporting tools designed to help you better manage your practice. We’ve also introduced a number of key metrics to the dashboard so you can quickly see a summary of what’s going on inside your dental practice.
One of our favourite reports is the New Patients Per Month report as it’s easy to compare your new patient growth this month with other months. By default we’ll show you the last 12 months but the date filters allow you to expand or shrink the range. Clicking on the export button will download a CSV of the current report so you can use the data to build your own reports in your favourite spreadsheet editor.
To help make sure that you don’t forget to complete courses of treatment we’ve added the Open Courses of Treatment with No Outstanding Treatment report. The report allows you to filter by practitioner and payment plan and so is particularly useful for finding NHS courses of treatment where you’ve forgotten to submit a claim!
To help with cashing up at the end of the day we’ve added a Takings Report which shows all payments received over a given period.
Not all reports are available to all users. Wherever you see this lock it means that the report is only available to users with permission level 3 and above.
You can adjust the permission level of each user in the admin settings.
The rest of the reports we’ve introduced today can be found on the report page but this is just the beginning. We’re planning on adding more and more reports over the coming weeks to provide you with valuable insight into your dental practice!