Production entries
Log daily gross production, lab fees, direct costs, categories, and notes that do not identify patients.
A private production ledger for dental associates.
Track production, lab fees, associate split, professional expenses, monthly estimates, and exports without turning personal workflow records into patient documentation.
Recurring tracking
Keep a private record of the month.
Ledger is for personal professional finance tracking. It is not a charting system, billing platform, or patient record.
Associate split
Apply split percentage and basis to estimate earnings from gross or adjusted production.
Lab fees
Track lab-fee drag on monthly production and associate income assumptions.
Expenses
Record professional expenses such as CE, instruments, dues, insurance, software, and supplies.
Monthly dashboard
Review gross production, lab-fee percentage, net production, estimated net before tax, and month-over-month movement.
Exports
Create CSV and report summaries for personal records, accounting preparation, or advisor handoff.
Privacy boundary
No patient names, chart numbers, dates of birth, health-card numbers, or clinical details.
Ledger is scoped for production and professional finance tracking only. It should not be used to store patient-identifiable information or clinical documentation.