Most Dentrix users will look at their Day Sheet when comparing data with Practice Optimizer reports. However, the best report in Dentrix to verify data in Practice Optimizer is the Provider A/R Totals report.


Here's why:


1. The Provider A/R Totals report gives you the totals for Production and Collection, plus categorizes and considers adjustments for both Production and Collections. We match these values exactly (in most cases).


2. The Provider A/R Totals report can be run using either the "Entry Date" or the "Procedure Date" setting. Practice Optimizer was designed to offer actionable patient/procedure level data to users (it wasn't designed primarily as an accounting software). When verifying data make sure you run the Provider A/R Totals report by "Procedure Date".


3. The Provider A/R Totals report can show you detail on all your adjustment types and how they're being categorized in Dentrix. There are cases where some of the adjustment types you're using have not been added to Provider A/R Totals report categories. Make sure all your adjustment types you're using are accounted for in the Provider A/R Totals report adjustment categories.


The Day Sheet will only show Gross Production and Gross Collection (before adjustments). It also only shows totals for Debits and Credits (adjustments); it doesn't show you how those Debits and Credits will effect the Production and Collection values after those adjustments are considered.


 This is an example of a Provider A/R Totals report (below):


The Charges column under Production = Practice Optimizer' Gross Production number.


The +ADJ and -ADJ columns under Production = Practice Optimizer's Adjustments number.


The Total column under Production = Practice Optimizer's Adjusted Production number.


The Payments column under Collection = Practice Optimizer's Gross Collection number (Practice Optimizer only reports on this number in the Adjusted Collections by Provider report).


The +ADJ and -ADJ columns under Collection = Practice Optimizer's Collection Adjustments number (Practice Optimizer only reports on this number in the Adjusted Collections by Provider report).


The Total column under Collection = Practice Optimizer's Collection number.


 



 For more information please read the following articles from Dentrix (attached).