Have you noticed that your Production Adjustments/Write Offs are showing dates outside of the selected date range in your Performance Board - Adjustments/Write Offs metric details?
This happens when your Production Settings are set to Procedure Date. This means that any Adjustment / Write Off that occurs for a procedure during the selected time frame will show up in the metric details. To view these settings follow the steps below.
How to Change Production Settings
Go to your Settings by clicking on the gear icon in the upper right hand corner
Access the General Settings
Click into Production Settings
Choose how you would like to calculate production and then click the blue Save button
When a you make an adjustment in your practice management software, it should show up on the adjustments/write-offs tab. This area affects AR Aging. If you “adjust off” a balance for a patient and the ledger goes down to $0, then Analytics should remove that patient from AR Aging. Note: It may require a sync for this to show.
Example
A filling is performed on 5/12.
With the Procedure Date setting selected, if an Adjustment were made on the ledger on 7/2, the adjustment would show up on the source details list of May adjustments because this was made to a procedure performed in the time frame selected.