Dental clinic reports that show how your clinic did this month
Before going home, most dentists want to know how much was collected that day and how much is still pending. DentXOS prepares these reports from the bills, payments and treatments your team already enters, and it also keeps a record of what the clinic spends on rent, salaries and small cash purchases.
- Included in both plans
- From ₹12,000 a year
You can see how much came in and how it was paid
The financial report shows the total revenue, the amount collected, the amount still outstanding and the discounts given, along with the collection for each day. Nobody has to add up receipts at the end of the day to know how the month is going.
Another report shows how much of the money came by cash, UPI, card and bank transfer. There is also a report on each day's work at the clinic, and a list of every payment received, which you can download and give to your accountant.
Large amounts are shown in lakh and crore, the way you would say them.
- See total revenue, collections and outstanding amount
- See the collection for each day
- See how much came by cash, UPI, card and bank
- Download the list of all payments for your accountant
You can see which patients have a pending balance and for how long
Part payments are common in dental treatment. A patient may pay for the first sitting of an RCT and say they will pay the rest when the crown is fixed. Over a few months, these pending amounts add up.
DentXOS has a report that lists the pending dues and groups them by how old they are, so your receptionist knows which patients to call first. The amounts come from the same bills your receptionist made, so nothing has to be entered again.
- See pending dues grouped by how old they are
- The figures come from the bills your receptionist made
Reports on your dentists and your treatments
One report shows how many treatment plans patients agreed to, out of the plans you presented to them. Another shows the mix of treatments done at your clinic. For each dentist, you can see how many patients they saw and how much was billed, and the commission summary shows the commission of each dentist.
There are also reports on your lab work, on the ratings your patients give and on Google reviews. If you have more than one clinic, you can view the reports for one branch or for all branches together.
- See how many treatment plans patients agreed to
- See the mix of treatments done at your clinic
- See how many patients each dentist saw and how much was billed
- See the commission of each dentist
- Reports on lab work, patient ratings and Google reviews
You can record clinic expenses, including petty cash
To know how the clinic is doing, you also need to know what it spent. In DentXOS you can record rent, salaries and materials, and also the small cash expenses that are often not written down, such as courier charges, tea for the staff or a purchase from the dental depot.
You can put expenses under your own categories and note which account the money was paid from. You can keep petty cash as a separate account, so that each amount taken from it has an entry. For an expense that repeats every month, such as rent, you set it up one time and do not have to enter it again each month.
The cash flow reports show the money that came in and the money that went out, and you can download them as a file you can open in Excel.
- Put expenses under your own categories
- Note the account each expense was paid from, including petty cash
- Set up repeating expenses such as rent and salaries one time
- Download the cash flow reports as a file you can open in Excel
Reports & expenses in DentXOS
All of this is included in both Essentials and Pro, and there is nothing extra to buy.
all in both plans
- A financial report and the collection for each day
- A report of how much came by UPI, cash, card and bank
- A list of all payments that you can download
- Pending dues grouped by how old they are
- How many treatment plans patients agreed to, and the mix of treatments
- How many patients each dentist saw, how much was billed and their commission
- Reports on each day's work at the clinic and on lab work
- Reports on patient ratings and Google reviews
- Reports for one branch or for all branches
- Your own expense categories and payment accounts
- Petty cash and repeating expenses
- Cash flow reports you can download and open in Excel
Reports & expenses: questions that dentists ask
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Ask us on WhatsAppFor any question about DentXOSQuestions and answers
Tap a question to read the answer
Does DentXOS give GST reports?
No, DentXOS does not make GST bills or GST reports at present. Your accountant can work from the list of payments and the cash flow reports, which you can download.
Can I keep track of petty cash in the clinic?
Yes, you can. You set up petty cash as an account and record each expense paid from it under a category, so you can see where the cash went.
Can I see the reports for one branch at a time?
Yes, you can view the reports for one clinic on its own or for all your branches together.
Can I open the reports in Excel?
You can download the list of all payments, and you can download the cash flow reports as a CSV file, which opens in Excel or Google Sheets.
Will DentXOS tally the cash drawer at the end of the day?
No, DentXOS does not tally the cash drawer for you. The list of payments and the report on cash, UPI, card and bank show what was collected and how it was paid, and you can check the cash in hand against them.
Other parts of DentXOS that work with this
Everything in DentXOS uses the same patient record.
Billing & UPI
DentXOS prepares the bill from the treatment you recorded, shows a UPI QR code at the counter, and keeps track of every balance that is still pending.
Read moreDoctor commission
DentXOS works out the commission of each consultant and associate from the bills your clinic makes.
Read moreMulti-branch
You can run several clinics from one DentXOS account, with the same patient records at every branch and a record of who changed what.
Read moreSee how DentXOS would work in your clinic
We will show you DentXOS in a short demo on WhatsApp or on a call. You can ask us any questions, and if you share your treatment price list we will use it in the demo.
What happens in the demo
- A short demoWe show you DentXOS on WhatsApp or on a call.
- Ask anythingAsk us any questions about how your clinic would use it.
- Your own pricesShare your treatment price list and we will use it in the demo.