Dental Intelligence

The Open Dental production report can be run in a few different ways to derive production, collections, and adjustment numbers.

Practice-Web users: The instructions outlined below for Open Dental can be utilized to run an accurate report in your Practice-Web platform as well. Please follow the steps below to run your report in Practice-Web.

We do NOT recommend running reports using “Procedure Date”. If you would like to run an Open Dental report that is accurate and reflects the same numbers you see in Analytics, follow the instructions below.

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

Click “Using insurance payment date” this is important

1. Click on Reports, then Standard
 
 
2. In the Production and Income click on More Options
 
 
3. In Date Range change the time period to match a time period in the dashboard, such as a week or a month
4. Run the report for ALL Providers
 

5. Select "Include Unearned"
 
 
 
6. Click “Using insurance payment date” this is important
7. 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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Run 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.

Select the Provider for whom you would like to run the report

1. Click on Reports, then Standard
 
 
2. In the Production and Income click on More Options
 
 
3. In Date Range change the time period to match a time period in the dashboard, such as a week or a month
4. Select the Provider for whom you would like to run the report
5. Click “Using insurance payment date” this is important
6. 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.

Learn how to run a report in Open Dental that reflects the same data shown in Analytics

Run Production Report in Open Dental

Run Provider Production Report in Open Dental