The Open Dental production report can be run in a few different ways to derive production, collections, and adjustment numbers. We do NOT recommend running reports using “Procedure Date”. If you would like to run an Open Dental report that is accurate and give you the same numbers you see in Dental Intelligence follow the instructions below.
Running a Production Report in Open Dental
Click on Reports, then Standard
In the Production and Income click on More Options
In Date Range change the time period to match a time period in the dashboard, such as a week or a month
Run the report for ALL Providers
Select "Include Unearned"
Click “Using insurance payment date” this is important
Click OK
Look at the Dental Intelligence Performance Board for the same time period to see completed (1) Production and (2) Adjustments. The Collections Board will show (3) Collections for that same period. Please note that our Net Production (which Open Dental calls Total Production) does not include the remainder of your Scheduled production, while Open Dental's does.
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Running a Provider Production Report in Open Dental
Using the same production and income report you can get a provider’s production which will help you see the same production number that is in the Provider Pulse
If you would like to run an accurate provider production report in Open Dental for a Provider, here is the report and the manner in which it should be run.
Running a Production Report in Open Dental
Click on Reports, then Standard
In the Production and Income click on More Options
In Date Range change the time period to match a time period in the dashboard, such as a week or a month
Select the Provider for whom you would like to run the report
Click “Using insurance payment date” this is important
Click OK
Look at the Dental Intelligence Provider Pulse for the same time period to see completed Production for the provider for whom you ran the report.