Best Practices

Here are some tips to get the most value from Dentasync’s Dashboard section:

• Use the Time Period filter to focus on specific months or days. Pair this with the Monthly or Daily view to adjust the level of detail you need.

• Use the Work Orders chart to detect workflow trends. A growing number of

  Pending
  orders could indicate delays or bottlenecks.

• Check the Payments chart regularly to monitor unpaid balances and cash flow. A sudden drop in paid amounts may require quick follow-up.

• Click into cards or charts to drill into filtered lists and investigate patterns or issues in more detail.

• Use card totals to quickly assess your current performance — and chart trends to understand how things are evolving over time.

You're now ready to make the most of the Dentasync Dashboard. Return to the Docs Index.