Set Up Dentrix Adjustments | Dental Staff Training
The way you set up your adjustments inside the Dentrix software matters. The incorrect setup can make your collections percentage look far worse than it really is. Plus, it can inflate your production numbers and mislead you into making poor management decisions for your practice.
Here’s an example to see why setting up your Dentrix adjustments matters:
You can see that depending upon how each adjustment is set up in the software, the provider’s net production and net collection numbers can be drastically different. This How-To Video will show you how to set up your adjustments properly – and the spreadsheet will give you a template you can use to track each dentist or hygienist team’s performance.
The video will walk you through the following:
- Why the setup of your adjustments matters
- How to see the setup of your adjustments now
- How move the adjustments into the production or collection categories
- How to set each adjustment to be positive or negative
- The type of adjustments I recommend you use
It also will demonstrate how to use this information to track performance and make decisions, such as:
- Running the Provider AR Totals report to find your net production and net collection results
- Creating a monthly tracking spreadsheet for each provider
Monthly Provider Production/Collection Tracking (Great for Group Practices)
This spreadsheet template provides you the exact setup to track the net production and net collection for each dentist team (and your hygienist team) so you can use the Dentrix reports and convert the data into a useful format. Once you create these spreadsheets using this template, you can give this one page report to each of your dentists who can see accurate information on their financial performance in the practice.
For group dental practice owners, this spreadsheet is valuable because it provides a consistent format you can use for each associate dentist as well as your hygienist team. It displays monthly and yearly net production/net collection results which can be used for regular meetings with dentists and hygienists and reveal trends so you can make stronger management decisions.