SoftDent: Daily / Weekly / Monthly Reports (When to Run)

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Question:

SoftDent comes with over 200 reports to help you manage your practice, maintain financial information, and identify practice trends. The following sections organize all of the SoftDent reports according to suggested frequency. Obviously, your practice will not need to run every report, and the suggested frequency is only a recommendation.

Answer:

Run These Reports Every Day

• Daily Operatory Schedule
       * ‌
  
• Daily Registers Report
       * ‌
  
• Daysheet
       * SoftDent: How to Generate or Print a Daysheet Report‌
• End-of-Day Callback Report
       * ‌
  
• Insurance Batch Preview Report
       * ‌
  
• Routing Slips
       * ‌
  

Run These Reports Every Week

• Deposit Slip
       * ‌
  
• Missed Appointments Report
       * SoftDent: How to Generate a Missed Appointments Report‌
  
• Tickler File Report
       * ‌
  
• Unsubmitted Claims Report
       * ‌
  

Run These Reports Every Month

• Account Aging Report
       * ‌
  
• Accountant’s Earnings Report
       * ‌
  
• Insurance Check Distribution Report
       * ‌
  
• Receivables Breakdown
       * SoftDent: How To Generate A Receivables Breakdown Report‌
• Statements
      * SoftDent: How To Generate Weekly or Monthly Billing Statements‌
  
• Transactions For A Period Report
      * ‌
• Monthly Register
      * ‌

Run any other reports that the offices chooses as needed

Other reporting articles that may be helpful:

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