Understanding your collection statistics will help you monitor if your practice is meeting its goals. The Practice Advisor Report is especially helpful to track this information.
Watch the following video to learn how to generate the Practice Advisor – Collections report. (Duration 0:25)
Additional Tips
- To include collection graphs in the report, check the Include Collections Graphs button.
- Because this is a detailed report, it can take a long time to generate; however, you can continue to use Dentrix while it generates.
- After the report is created, you can export the report from within the Print Preview window. The export option supports several file formats.
- To view the report later, without having to generate it again, in the Practice Advisor window, click Report History and locate the report by its run date and time.
- To better understand the collection statistics on the report, read Collections Statistics in Dentrix Help.
- To learn more about generating the Practice Advisor – Collections report, read Running the Practice Advisor Report in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Use the following information to generate a Practice Advisor – Collections report:
- Select all Dentists, Hygienists, and Billing Types
- Deselect all report types except Collections
- Select Include Collections Graphs