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The 5 Essential Practice Reports Every Dentist Needs to Review Monthly

The 5 Essential Practice Reports Every Dentist Needs to Review Monthly

You’ve probably heard this before: what gets measured gets managed. And nowhere is that more relevant than in a dental startup or growing private practice.

If you’re a dentist who wants to lead your practice like a true owner—not just a clinician—there are five practice management reports that need to become part of your regular rhythm. Why? Because they hold the keys to profit, performance, and peace of mind.

In this episode of the podcast, we break it all down for you. No spreadsheets, no stress—just a simple system that helps you track the health of your business and make better decisions week to week.

What You’ll Learn in This Episode

  • The 5 top reports that every successful dentist uses to manage their practice

  • The best time each month to review them (hint: you don’t need hours)

  • The single most overlooked report that impacts your bottom line

  • A quick shortcut for avoiding data overload

  • Why some numbers are distracting—and which ones to ignore completely

We also get into the biggest mistake we see new practice owners make with their reporting: they either don’t look at their numbers at all, or they look at the wrong ones.

This episode helps you avoid both traps.

Want the Simple Version? Here’s the Recap:

  1. Production and Collections – Know what’s produced vs. what’s actually collected.

  2. New Patient Flow – Track not just how many, but where they’re coming from.

  3. Accounts Receivable Aging – Understand what’s current and what’s at risk.

  4. Procedure Mix – Identify your most profitable and enjoyable procedures.

  5. Schedule Utilization – Are you filling your available chair time effectively?

Bonus Tip: Once these reports are set up, reviewing them should take no more than 20–30 minutes a month. This isn’t about becoming a CFO—it’s about having just enough insight to lead confidently and make smart, simple adjustments before issues snowball.

Resources to Help You Take the Next Step

Final Thought

When you start leading with data—just the right amount, not too much—you stop guessing and start growing.

You’ve got the vision. We’ll help you monitor the metrics that matter so you can keep moving forward. Listen to the full episode and grab the tools to simplify your success.