📝 Please note: This report is coming soon for Dentally users.
This report takes the Gross Revenue and Waiting Time reports to the next level by letting you filter data based on patient payor type. It not only shows the total invoiced amounts by date within the reporting period but also transforms these numbers into actionable insights, breaking them down into earnings per hour, per available hour, and per appointment (patient).
If "Report By Individual Practice" is selected, the report displays a separate section for each chosen practice, allowing for detailed comparison. A final summary section consolidates totals across all selected practices to provide an overall view.
Select Start Date
Select End date
Select Practice(s)
Select Provider(s)
Select Payor Type
Select Report by individual practice or Summary of Selected Practices
Select Daily, weekly or monthly report
Click Create Report
Each section presents the following key information:
Summary Graphic Dial: A visual representation of the Earnings/Hour Available average, showing the overall value for the entire reporting period, as reflected in the total row of the table
Date: The specific date within the reporting period. If weekly or monthly options are selected, each row represents a week or month; for daily reporting, each row corresponds to a single day
Days: Indicates the number of calendar days covered by the row. For daily reports, this will always be 1
Earnings Total: The total of all invoices and invoice adjustments raised during the period for that row
Earnings/Hour: Earnings Total ÷ Hours Booked — earnings per hour worked
Earnings/Patient: Earnings Total ÷ Patients Seen — showing how much revenue is generated per patient
A graphical plot area is displayed beneath the table lets you visualise trends over time for any key measure, such as Earnings Total or Earnings per Hour. This helps identify patterns and changes in performance throughout the reporting period.
To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.
You can use the Print button in the top right as needed.
To set up automation of the report you can use the Schedule Report button.
💡 Top tip: Ensure you choose the appropriate Practice, Provider(s), and any necessary filters before generating the report to ensure accurate results