DentiPath Tools
Dental production tracking worksheet
A simple starter sheet for logging production, lab fees, direct costs, deposits, and your estimated pay day by day. Download the CSV to use in any spreadsheet, or print the sheet to fill in by hand. When you want a private monthly ledger instead of another spreadsheet, DentiPath Ledger does it on your device.
| Date | Category | Gross production | Lab fees | Direct costs | Deposit received | Estimated associate amount | Notes |
|---|---|---|---|---|---|---|---|
| 2026-01-05 | Crown | $1,450 | $300 | $0 | Seat next visit | ||
| 2026-01-06 | Hygiene exam | $180 | $0 | $0 | |||
How to use it
Log each day as you go, not at month end. Record gross production, then the lab fees and any direct costs tied to those cases, so you can see adjusted production at a glance. Add deposits when they land to reconcile your estimated pay against what the practice actually paid. The estimated associate amount is your split applied to the base your contract uses; the Associate Income Calculator can fill in that estimate.
A spreadsheet works, but it is easy to lose and hard to keep private. DentiPath Ledger™ keeps the same record on your device, with monthly and year-to-date summaries and no account.
Keep going
Want a private monthly ledger instead of another spreadsheet?
DentiPath Ledger™ tracks production, lab fees, expenses, and deposits on your device, reconciles estimated pay against what lands, and exports clean summaries. Private, on-device, and account-free.
Methodology and sources
How this tool produces its result
Method
Track de-identified period totals, adjustments, collections, lab fees, expected pay, deposit, variance, and source-document references.
Boundaries to verify
Exclude patient identifiers and clinical detail. Tax and dental record retention rules cover different records.
Official sources
- Dentists Tax and Financial Guide Ontario Dental Association
- Keeping records Canada Revenue Agency
- Collection, use, and disclosure of personal health information Information and Privacy Commissioner of Ontario
- Information on dental recordkeeping Royal College of Dental Surgeons of Ontario
Privacy guidance
Use deidentified financial totals only. Exclude patient names, chart numbers, birth dates, insurance identifiers, and clinical details.
This worksheet is for planning and record-keeping, not professional advice. It is not financial, tax, or accounting advice. Estimated amounts depend on the values you enter and the terms of your own agreement. Review important decisions with qualified professionals.