Front desk
Closes the day against one screen rather than five reports.
Quick reports
Daily and end-of-day reports for dental clinics
Analytics answers the questions you ask once a quarter. Quick reports answer the six you ask every single day, which is a different job and deserves a different screen.
Financial & billingPaid this year1,284Patient credit balance96Payments by doctor12Invoices by doctor12Discounts & taxes8Doctor commissions12Expenses by type24Treasury movements96
Patient activityOutstanding balances213No payments in 12 months88Never paid34New patients by doctor12By insurance company9Referral sources14Recalls due176Loyalty points issued4,820
Clinic workflowCompleted, payment pending41Operations by procedure212Operations by doctor12Cancelled / no-show27Inventory usage by procedure118Lab cases by status19Appointments by room8Staff attendance summary14
The end-of-day routine, as one screen
Closing a clinic means checking the same short list: what was collected and in which account, who attended, who did not, what is still owed and what needs ordering. Most systems make you run five reports to find out.
- Collected today, split by cash, card, transfer and online
- Attendance against booked, with no-shows named
- Invoices raised, unpaid and part-paid
- Treasury movement per branch, ready to reconcile
- Stock below reorder level before tomorrow starts
Built for checking, not for analysis
These are not exploratory reports. They are a checklist, which means they should be one click, always the same shape, and printable or exportable for whoever closes the day.
- No date range to choose — today, yesterday, this week
- Identical layout every day, so anomalies stand out
- Print or export for handover between shifts
- Per branch, with permissions deciding who sees what
When to use the full reports instead
If the question starts with "why", it belongs in analytics. Quick reports tell you what happened today; the reporting suite tells you what has been happening for six months and lets you break it down by doctor, treatment, insurer or referral source.
- Quick reports: today, fixed shape, operational
- Analytics: any period, any breakdown, investigative
- Both read the same records, so the numbers agree
Who runs the daily check
This is the closing-the-day screen, so it belongs to whoever is last out.
Clinic managers
Spots a no-show pattern or a collection shortfall the day it happens.
Owners
Checks the day from a phone without asking anyone to send anything.
By hand, and with Dentolize
Most clinics close the day with a calculator and a WhatsApp message.
Doing it by hand
- Five reports to close one day
- Cash counted against memory
- No-shows noticed later, if at all
- Stock checked when it runs out
- Owner asks for an update
With Dentolize
- One screen, always the same shape
- Collections split by method, ready to reconcile
- Named on the day they happen
- Below-reorder list before tomorrow
- Owner opens the same screen
Questions
Quick reports — frequently asked
How are quick reports different from analytics?
Quick reports are the fixed daily checklist — today’s collections, attendance, outstanding and stock. Analytics is for any period and any breakdown, when the question starts with "why".
Can they be printed for a shift handover?
Yes, printed or exported, which is how most clinics use them between shifts.
Are they per branch?
Yes, and permissions decide whether someone sees their own branch or all of them.
Do the numbers match the full reports?
Yes. Both read the same records, so there is one version of the figure rather than two.
Can the owner see them remotely?
Yes, from the mobile app, which is how most owners actually check the day.
See Quick reports on your own clinic
Thirty minutes on how your clinic actually runs, not a generic slideshow. We will call you within 24 hours.