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Net Production Reporting by PMS

Learn how to generate a Net Production Report in your practice management software that reflects the data shown in Analytics

If you've set your Dental Intelligence Production Display Configuration to Net Production for your Analytics module, you must also select the calculation method:

  • Net Production by Adjustment Date

  • Net Production by Procedure Date

  • Net Production by 90-Day Average

  • Net Production by Estimated (available for Open Dental only)

Depending on the calculation method you've selected in the configuration settings, you can generate a Net Production Report in your practice management software that reflects the data being captured in Dental Intelligence so that you can ensure your metrics are current.

πŸ“Œ Important note

If your report results don't match: Ensure you're following the recommended report settings. For the most accurate data, run reports after hours once all work has been entered in your Practice Management System (PMS). Because data syncs overnight, any changes made in the PMS during the day may not yet be reflected in your reports, which can cause discrepancies.


How to Run a Net Production Report in Dentrix

  1. From Dentrix, navigate to Reports > Management > Analysis Summary

  2. In the Analysis Summary window, select Provider Summary as the Report Type

  3. Set the desired date range (This should match the date range you are reviewing in Analytics)

  4. Depending on the Net Production Calculation you have selected in Dental Intelligence, make the following selection in the Select Date section:
    ​
    β€’ Entry Date = Analytics Net Production by Adjustment Date

    β€’ Procedure Date = Analytics Net Production by Procedure Date
    ​

  5. Click OK to generate the report


How to Run a Net Production Report in Eaglesoft

  1. From Eaglesoft, navigate to Reports > Providers

  2. From the Report Listing window, click on the Financial tab and then choose Production Reconciliation. Next, click Process

  3. In the Dates dropdown, select This Month. Then, click Preview Report to generate the report


How to Run a Net Production Report in Open Dental

  1. From Open Dental, navigate to Reports > Standard

  2. In the Reports window, click More Options

  3. In the Report Type section, select Monthly

  4. By default, the report will be generated for the current month. If desired, change the date range (This should match the date range you are reviewing in Analytics)

  5. In the Clinics section, select the checkbox next to All (Includes hidden)

  6. Depending on the Net Production Calculation you have selected in Dental Intelligence, make the following selection in the Insurance Write-Offs section:
    ​
    β€’ Using insurance payment date = Analytics Net Production by Adjustment Date

    β€’ Using procedure date = Analytics Net Production by Procedure Date

    β€’ Use initial claim date for write-off = Analytics Net Production by Estimated
    ​

  7. Select the checkbox next to Show Clinic Break/Show Clinic Info

  8. Click OK to generate the report

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