Tracking Production Accurately

Three key areas in Dentrix you should be using to accurately track production in your practice.

I was training in a practice recently where there is one doctor and two hygienists. The hygienists are responsible for reaching a daily production goal. Both the hygienists and the doctor want to be able to run accurate reports for production and collections so they can set attainable goals. Dentrix offers some features which help to post production and collections accurately by provider so you can run reports at the end of each month and evaluate each provider’s production.

In Dentrix there is a great tool to help you split procedures completed during the same appointment between providers. This is something that you usually do in the case of a hygiene appointment. The prophy would be posted to the hygienist and the exam would be posted to the doctor.

In the Dentrix Appointment Book, when you click the Set Complete button, you can click one of the completed procedures from the list and change the provider. That procedure will then be posted to the Dentrix Ledger with the correct provider. I really like this feature. It is a reminder to check and make sure the provider of each procedure is correct.

I recommend checking your day sheet at the end of each day to ensure all procedures were posted to the correct provider. I always find it frustrating to find an exam posted to a hygiene provider at the end of the month. It’s a needle in a haystack to find and correct it. I find that reviewing daily is more efficient.

Dentrix also has tools to help you ensure that collections are posted to the correct provider. When you are posting a patient payment in the Dentrix Ledger, there is a Split By Provider option. This will split the patient payment between the appropriate providers.

Also, when you are posting an insurance payment, be sure to use the Itemize by Procedure option. The insurance payment for each procedure will be posted to the appropriate provider. And, finally, don’t forget to check that adjustments are posted to the correct providers too!

Using these tools in Dentrix, you can make sure both production and collections are posted to the correct providers. Accurate tracking and reporting of production and collections by provider allow the practice owner to evaluate which providers are most productive. This could be beneficial if the practice owner is considering a bonus or incentive system. In some offices, a hygienist must maintain a daily average production goal to be eligible for an increase in pay.

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By Charlotte Skaggs
Certified Dentrix Trainer and The Dentrix Office Manager columnist

Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner. Charlotte has been using Dentrix for over 20 years and is a certified Dentrix trainer. Contact Charlotte at