Dental supply invoice audit checklist
Use this checklist when you review a month of dental supply invoices or order confirmations. It is process guidance — not a promise of savings.
Document set
- Order confirmations and invoices for the period (PDF or email)
- Optional: CSV export of purchase lines (manufacturer, MPN, pack, qty, unit price, supplier)
- Exclude patient charts, insurance cards, and practice-management exports with PHI
Line-item checks
- Each clinical supply line has a readable description and pack size.
- Manufacturer and MPN are present when the supplier prints them (add from the label if missing).
- Unit price × quantity reconciles to the extended amount (spot-check).
- Freight, taxes, and restocking fees are separated from clinical supply unit prices.
- Equipment items are tagged separately from consumables (see ADA inventory guidance linked on the budget page).
Like-for-like price checks
- For high-spend MPNs, compare the same manufacturer + MPN + pack on another labeled source.
- Write down the check date next to any alternate price.
- Do not score substitutes or different pack counts as “exact” savings.
- Flag backorders and substitutions so they are not treated as ongoing unit-price wins.
Optional SaveSame path
Upload a purchase CSV on the free analysis page, or forward supplier order emails to your office’s SaveSame address after signup. Exact matches only; no automatic purchasing.
Start free analysis — 7-day trial Try CSV analysis (no account)
After a 7-day card-required trial, SaveSame is $39/office/month. Historical differences are not a guarantee of future savings.
Related guides
Henry Schein®, Patterson®, Net32®, and other supplier names are trademarks of their respective owners. SaveSame is not affiliated with, endorsed by, or a partner of those suppliers.