Financial Reporting Overview (3:08)

Topic Progress:

Dentrix Ascend has the financial reports that you need to maintain a successful dental practice. Many of the financial reports in Dentrix Ascend are centrally located in the Home menu. You can access multiple insurance reports, the day sheet, and the deposit slip report. The Home menu is also where you can access Power Reports, which are customizable reports. The financial reports in Dentrix Ascend help you monitor your office finances.

Watch this video to get an overview of the financial reports in Dentrix Ascend. (Duration: 3:11)

Additional Information

  • Anyone on your team can see the list of reports, but some user accounts might not have security rights to open reports. If you attempt to run a report and see an “access denied” message, ask your administrator to grant you access.
  • A team member can run reports only for those locations to which they have access.
  • The numbers on the Unsent Claims widget represent the total amount of the claims waiting to be sent. It is not the estimated amount that you expect to receive.
  • Dentrix Ascend includes several widgets on the Home page for quick access to selected insurance claim reports.

Resources

The overview mentions many types of reports. For more information on any of them, click the title below to open an instructional article or video: