Guides for dental practices
Step by step report guides for Open Dental, Dentrix and Eaglesoft, and checklists for the people who run the desk.
Cloud based dental practice management software vs serverCloud based dental practice management software compared with server software on access, backups, speed, cost, security and reporting, with a decision table.
Dental dashboard: what to show, by role, and the toolsWhat a useful dental practice dashboard shows and hides, the numbers by role, where to pull them, a free spreadsheet build and a fair table of tools.
Dental end of day report: a checklist that catches mistakesA dental end of day checklist: what the day sheet must match, the red flags that mean something changed after posting, and a worked example.
Dental front desk daily tasks: a printable checklistA dental front desk checklist by time of day: before the first patient, morning, the midday gap, afternoon and closing, with the number each task protects.
Morning huddle for dental offices: agenda and templateA 10 minute dental morning huddle: the agenda in order with timings, a printable template, the numbers to pull from Open Dental, Dentrix or Eaglesoft first.
Dental office manager reports: the weekly setThe six reports a dental office manager should pull every week, the formula behind each, where it lives in each practice system, and a one page template.
Dental practice management software: how to chooseDental practice management software compared: Open Dental, Dentrix, Eaglesoft, Curve and more, with published prices, demo questions and switching costs.
Dental practice manager checklist: daily, weekly, monthlyA dental practice manager checklist in three cadences. Each item names the number behind it, the report it comes from, and what a good figure looks like.
Dental software programs: every category and who makes itA map of dental software: practice management, imaging, communications, billing, analytics and AI. Who makes what, and what a small practice buys first.
How to print an aging (AR) report in DentrixRun the Aging Report in Dentrix from the Office Manager, set the right options, read the 30, 60, 90 and over 90 columns, and decide what to work first.
How to run an audit trail in DentrixDentrix Audit Trail Reports in the Office Manager: how to run them, what they record, and the gaps, including why a deleted payment often has no name.
How to print a recall report in DentrixDentrix calls recall Continuing Care. How to open the list, set a view for overdue patients with no appointment, print it, and work it in the right order.
Dentrix reports every office manager should runThe seven Dentrix reports worth running on a schedule: Day Sheet, Aging, Unscheduled Treatment Plans, Continuing Care, Practice Analysis, Advisor, Audit.
Run the unscheduled treatment report in DentrixThe Unscheduled Treatment Plans report in Dentrix: where it is in the Office Manager, which options to set, how to print it, and how to rank it by dollars.
Eaglesoft audit trail: where it is and what it recordsWhere the audit trail is in Eaglesoft, how a voided payment is stored, what it cannot tell you about who made a change, and how to read it every week.
Eaglesoft dashboard: what it shows and what it leaves outAn honest look at the built-in Eaglesoft dashboard: the tiles it offers, where the numbers come from, what it cannot show, and what to add alongside it.
How to run a recall report in EaglesoftWhere the Recall report lives in Eaglesoft, which options give you overdue patients with no appointment, how to read the printout, and who to call first.
How to get remote access to EaglesoftWays to reach Eaglesoft from home: Remote Desktop, a terminal server, a VPN or a hosted server. What each needs, the risks to close, and a lighter option.
How to run reports in Eaglesoft: the ones that matterSix Eaglesoft reports worth running on a schedule: End of Day, Day Sheet, Deposit Slip, Provider Productivity, Aged Receivables and Unscheduled Treatment.
How to process statements in EaglesoftA statement run in Eaglesoft, step by step: what to check first (credits, unposted EOBs, write-offs), which options to set, and how to read the batch.
How to audit on Open Dental: the security log explainedOpen Dental's audit trail is the securitylog table. Where to open it, what it records (user, time, workstation, patient), what it misses, how to read it.
Open Dental production report: how to run and read itHow to run the Production and Income report in Open Dental by day, month and provider, what gross and net production mean, and a per hour example.
Open Dental query examples: 11 safe, read-only SQL queriesEleven read-only Open Dental query examples for User Query: unscheduled treatment, recall, production, payments, adjustments and claims, with cautions.
How to run a recall report in Open DentalOpen the Recall List in Open Dental, set the date range and status filters, read the columns that matter, and work the overdue patients first.
Access Open Dental from home: VPN, Remote Desktop, CloudFour ways to reach Open Dental from home: Remote Desktop, VPN, a hosted server or Open Dental Cloud. What each costs in setup and risk, and a lighter way.
Find unscheduled treatment in Open DentalTwo ways to find unscheduled treatment in Open Dental: the Unscheduled List and the Treatment Finder. Which to use, what the columns mean, how to rank.
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Read-only toward Open Dental, Dentrix and Eaglesoft. A Business Associate Agreement is sent with every sign up.