Practice GPS Navigator data can be verified using the Provider A/R Totals report in Dentrix. This report itemizes and lists positive and negative adjustments for both Production and Collection. The practice totals for the date range selected will be at the bottom of the chart, and each provider will be listed by ID in each chart row.
The Provider A/R Totals report in Dentrix will show totals for each column of adjustments for Production and Collection. These numbers will be different than your Day Sheet from Dentrix (which just shows totals for Charges, Payments, total credits, and total debits). The Day Sheet does NOT show you how the adjustments are categorized and assigned to effect Production and Collection. The Provider A/R Totals report does show you that detail.
The adjustments for each category (Production and Collection) effect the numbers in very different ways, as you can see by the below example for Collection.
The boxes underneath the chart indicate every positive and negative adjustment type for each category (Production and Collection). It’s common to have adjustments placed under the wrong category. It should be a best practice to review these regularly to ensure everything is where it should be. The good news is: it’s relatively easy to fix.
When running the Provider A/R Totals report in Dentrix there’s a button that you can click to review and set how your adjustments types effect both Production and Collection.
Note: Remember when verifying this report with Practice GPS Navigator's data; make sure you select the Procedure Date option. Data in Practice GPS Navigator software was designed to be used at the transactional, procedural, and patient level – it was not designed for CPA’s and accountants who would prefer general reporting by Entry Date.
This is the screen where you can categorize your adjustments under Production and Collection in Dentrix. You can navigate here after clicking on the Adjustment Types button when running the Provider A/R Totals report. Here, you can move adjustment types back and forth between Production and Collection. It’s highly recommended to do this with Dentrix Support after getting advice on which adjustments should effect Production and Collection respectively.
Here are a couple articles from Dentrix that should also help (attached)