Numbers tell a story and tracking your practice key performance indicators is vital to running a thriving dental practice. The Dentrix Practice Advisor Report is the best report to monitor your numbers on a monthly basis.

Learn more about your practice numbers with a deep dive into your KPI's: https://novonee.com/product/understanding-your-dentrix-kpis/

or join our membership: https://membership.novonee.com/membership

The Month End Process has changed in Dentrix version G6.5+ and if you have not set it up your month end might not be running. The month end process completes seven extremely important tasks:

1 - locks up your ledger into history

2 - ages your account balances

3 - moves the ending accounts receivable balance into the beginning balance of the new month

4 - resets insurance benefits used back to zero in the renewal month

5 - locks clinical notes into history

6 - moves perio chart exams into history

7 - recalculates totals

Make sure your month end process is running on time.

Good tracking systems will ensure that your patients don’t walk in for an appointment when your team is not prepared and will avoid those awkward moments when you have to let Joe know that he will have to reschedule to another day. Use the Dentrix Lab Case Manager as a way to communicate with your team and ensure missed lab cases never happens again.

So many times I walk into an office and find a three ring binder or whiteboard for tracking lab cases. Let's create a more efficient system together. I have a video recording on the Dentrix Lab Case Manager in our membership of resources: https://membership.novonee.com/membership

In the Dentrix G3 update there was a new module launched called the Questionnaire Module. If you are ready to start using true electronic patient forms, then the Questionnaire module is your best option. It is amazing for your patient health history update.

I love Dentrix Questionnaires and how they work with Patient Engage. Imaging sending your patients a check in link and have the patient prompted to update their expired health history. It's a WIN/WIN for the practice and the patient. Schedule a call with Dayna today to talk about how it works: https://letsmeet.io/daynajohnsondbanovonee/discovery-call-with-dayna

It is important to know where your new patients are coming from so you can thank your referral sources and track the return on your marketing investments. In today's episode we will look at how to track your referrals and the reports to look at in Dentrix.

Check out more free resources on our medial page: https://novonee.com/media/

In this episode we will tackle verbal skills and systems to keeping your schedule full. You must actively work reports and follow up with patients to sustain a productive schedule. Today we will talk about how to carve out time in your day and work with your co-workers to map out your time.

If you want to deep dive into best practices for keeping your schedule full, learning what reports to work and creating systems for your daily, weekly and monthly workflow check out our membership: https://membership.novonee.com/membership

In this episode we will talk about concrete ways to increase your collections, reduce your accounts receivable and above all increase the cash flow.

If you would like to deep dive into managing your accounts receivable and create best practice systems in your Dentrix software, check out my online course: https://novonee.com/product/your-guide-to-managing-accounts-receivable/