Hi there!

Welcome to the Community!

Dentally has a couple of reports that can help you track and manage practitioner payments effectively:

1. Practitioner Activity Report:

• Go to Reports > Treatments > Practitioner Activity.

• Use the filters to narrow your search (e.g., by practitioner, date range, or treatment type).

• This report is great for tracking what practitioners have done, such as treatments completed during a specific period.

2. Payment Allocation Totals Report:

• Go to Reports > Financial > Payment Allocation Totals.

• Set your date range to see how much is owed to each practitioner for a specific period.

• The totals are displayed on the far-right column, and the report also accounts for adjustments, refunds, and deposits used for completed treatments.

Make sure you have Level 2 access or higher to run these reports.

Some Tips:

• Use the Practitioner Activity Report for performance tracking and insights into treatments.

• Use the Payment Allocation Totals Report for calculating payments owed to each practitioner.

• If your practice has a unique payment structure, it’s a good idea to consult your practice manager or IT support for tailoring Dentally’s tools to your needs.

If you’re still getting the hang of the software, feel free to reach out to our Support team, they’ll be happy to help! Also, we’re considering creating a webinar specifically about managing practitioner payments. Let me know if you’d find that helpful!