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Free guide for dental office managers
Free Guide

You Ran the Reports… Now What?

How Dental Office Managers Can Turn Monthly Reports Into Decisions, Action Plans, and Measurable Results — The Next Step After "The 10 Reports Every Dental Practice Should Run Every Month" 01 02

You Ran the Reports… Now What? eBook cover
  • ✓ Stop Looking at One Number in Isolation
  • ✓ Production — When the Practice Is Missing the Goal
  • ✓ Collections — When Production Looks Great but Cash Doesn't
  • ✓ A/R Aging — When Money Is Getting Older
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Inside the guide

What's inside You Ran the Reports… Now What?

How Dental Office Managers Can Turn Monthly Reports Into Decisions, Action Plans, and Measurable Results — The Next Step After "The 10 Reports Every Dental Practice Should Run Every Month" 01 02

01

Stop Looking at One Number in Isolation

A single number rarely tells the entire story. Imagine production decreased this month.

02

Production — When the Practice Is Missing the Goal

When the production report shows a shortfall against your practice goal, the instinctive response is to tell the team: "We need to produce more." That is an outcome —…

03

Collections — When Production Looks Great but Cash Doesn't

A strong production number that isn't translating into collected revenue is one of the most common — and most frustrating — patterns in dental practice management.

04

A/R Aging — When Money Is Getting Older

When your A/R aging report shows more balances moving into older buckets, a vague directive to "work the aging report" is not a strategy. It is a starting point at best.

05

Insurance Aging — When Claims Aren't Getting Paid

Insurance aging is one of the most process-dependent metrics in practice management. When balances grow older, it is rarely because the payer simply refused to pay.

06

Unscheduled Treatment — When Diagnosed Care Isn't Scheduling

A large unscheduled treatment balance represents more than revenue sitting on the table.

Kyle Summerford, founder of DOMA
About the author

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.

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