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Dental practice management reports

Overdue hygiene
Procedures Not on a Claim
Aging Reports (run without the credit balances)
Production by provider
Collections report
Accounts receivable
Insurance aging
Day Sheet

The insurance aging report should be worked daily.

Review the End of Day Adjustment reports for:

a) patient refunds, b) no cash payments, and c) non-approved adjustments and write-offs.

Depending on the practice, too many refunds and too little cash could be red flags.

Make sure your deposit slip matches the cash and checks for the day.


Kevin Tighe, Cambridge Dental Consultants, Senior Consultant, got bitten hard by the business and marketing bug during long summer days working at his dad's Madison Avenue ad agency. After joining Cambridge as a seminarist in the mid-1990s, Kevin went on to become Cambridge’s senior consultant and eventually CEO. Cambridge Dental Consultants is a full-service dental practice management company offering customized dental office manuals. Frustrated? High overhead? Schedule a chat with Kevin at .

Do dental loan payments count as overhead?
Dental office deposit slips