Clinic Analytics & Reports
Dentospire's reports show a dental clinic what it invoiced against what actually reached the till, broken down by doctor and by treatment, and can email that report to the owner every week or month.
The problem in a real clinic
The billing register says one figure, the bank says another, and the month-end spreadsheet agrees with neither. You know the clinic is busy, but not which doctor, which treatment or which month is carrying it.
How it works
- Open Insights and choose the Reports tab.
- On Overview, compare what was invoiced with what was collected for the period you pick; cancelled, written-off and refunded bills are left out of both.
- Use the Staff tab for each doctor's appointments, completions, no-shows and revenue, and Trends and Comparison to see treatment mix and change over time.
- Open the LTV tab to see your top-paying patients and the spread of what patients spend.
- Under Schedule, choose weekly or monthly, the day and the email address, and switch it on to receive the report without opening the app.
What you see on screen
- Invoiced and collected figures side by side, summed from the payments ledger so they match the billing screen.
- A per-doctor table, and per-treatment counts and revenue you can filter by doctor, procedure and date.
- Chair time booked against capacity and lab turnaround, worked out from your own appointments and lab orders.
Safety and control
- Money figures are shown only to people with the Finance permission. For everyone else the server sends zeroes, so the numbers cannot be read from the page.
- A doctor who is not an admin sees only their own row in the per-doctor view.
- Changing or reading the scheduled report settings also needs the Finance permission.
- The AI analytics report only explains your own numbers: every figure it writes is checked against the clinic's data, and an unverifiable one is dropped.
Good to know
- The AI analytics report needs the Starter plan or above.
- The clinic health score and grade appear on the downloadable report, not on the screen.
- Chair utilisation assumes standard working days and hours, so treat it as a guide rather than a timesheet.
- There is no spreadsheet export of the reports; use print or the PDF of the AI analytics report.
Frequently asked questions
Does Dentospire show collections separately from invoiced revenue?
Yes. The reports show what you invoiced and what was actually collected, summed from the payments ledger. Bills that were cancelled, written off or refunded are left out of both, so a bill raised by mistake never shows up as income.
Can my receptionist see the clinic's revenue reports?
Only with the Finance permission. Without it the server returns zeroes for every money figure, so revenue and collections cannot be seen even by looking at the page's data.
Can Dentospire email me a clinic report every week?
Yes. In the Schedule tab of Reports, choose weekly or monthly, the day, and the email address, and switch it on. Setting it up needs the Finance permission.
Can I see revenue per doctor in my dental clinic?
Yes. The Staff tab lists each doctor's appointments, completions, no-shows, treatment revenue and consulting fees for the period you pick. A doctor who is not an admin sees only their own row.
Related
Revenue Leak Report
Names the actual unpaid invoices and the patients who quietly stopped coming — measured, not estimated.
Multi-Branch Clinics
Run every branch in one account, switch between them, and compare patients, visits, revenue and expenses side by side.
GST Billing
GST invoices with the CGST/SGST or IGST split worked out, part payments, and print, PDF or WhatsApp share.