Best Practices
Keep your financial tracking accurate and efficient.
Here are some tips to help you get the most value from Dentasync's Finance module:
-
Use filters like Time Period, Payment Method, and Status to narrow down your financial data before exporting.
-
Generate reports based on your current view —
orDental Labs— to tailor your insights.Work Orders -
Keep Payment Plans and Payment Statuses up to date via the Work Orders section.
-
Regularly reconcile financials using filters by documented date.
-
Reports are export-ready in Excel format, designed for further processing and archiving.
Keeping financial data clean and updated helps ensure accurate reporting and better decision-making across your clinic.