01
Introduction: Your Practice Is Telling You
Something The Hidden Gap The Answers Are Already There disappearing from hygiene? deserve your attention, and who should own the follow-up.
Free reports every dental practice guide
The 10 Reports Every Dental Practice Should Run Every Month
What Each Report Tells You, Which Numbers Are Red Flags, and Who Owns the Follow-Up — A Practical Monthly Management Guide for Dental Office Managers, Practice Administrators, and Dentists
- ✓ Introduction: Your Practice Is Telling You
- ✓ Why Monthly Reporting Matters
- ✓ Production & Collections Reports
- ✓ Accounts Receivable & Insurance Aging Reports
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Inside the guide
What's inside The 10 Reports Every Dental Practice Should Run Every Month
What Each Report Tells You, Which Numbers Are Red Flags, and Who Owns the Follow-Up — A Practical Monthly Management Guide for Dental Office Managers, Practice Administrators, and Dentists
02
Why Monthly Reporting Matters
What happened? Why did it happen? What are we doing about it? Without a named owner and a new patients — the data tells you scheduling, provider absence, or deadline…
03
Production & Collections Reports
Report #1: Production Report Report #2: Collections Report schedule that still produces weak results.
04
Accounts Receivable & Insurance Aging Reports
Report #3: Accounts Receivable Aging Report #4: Insurance Aging Report Money owed to your practice should never sit idle without active management.
05
Unscheduled Treatment & Hygiene Recall
Reports Report #5: Unscheduled Treatment Report Report #6: Hygiene Recall Report cases with no follow-up, patients diagnosed months ago Red Flags: Increasing overdue…
06
No-Show & Cancellation Report and New Patient
Report Report #7: No-Show & Cancellation Report Report #8: New Patient Report Red Flags: A rising cancellation rate, repeat offenders, large Red Flags: Declining new…
Meet Kyle Summerford
Kyle has spent more than 25 years in dentistry. He started at the front desk, worked his way up to dental office manager, and became one of the most recognized voices in dental practice management.
As the founder of the Dental Office Managers Alliance, Kyle is focused on helping dental office managers strengthen leadership, systems, communication, team management, and daily operations through practical tools built around the realities of dental practice management.
This guide was created to help managers put the ideas in this guide to work in their own practice, one small change at a time.
Don't wait to put this guide to work.
Complete the form to receive the free guide and start putting it to work in your practice.