Eaglesoft has a number of reports that can be run to derive production, collection, and adjustment numbers. These reports can also be run in several different ways. We do NOT recommend running reports using an “End of Days” period. The End of Days is for a specific purpose and after changes are made in Eaglesoft, it will not show the present, actual state of the data.
Run a Production Report in Eaglesoft
First, go into All Reports in Eaglesoft
Highlight the Daily Production/Collection Summary report
Click the Process button
Under “Dates” select “Other Range of Dates” from the drop-down
Under Range – choose the begin and end date for the report
Click Preview Report
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.
Run a Provider Production Report in Eaglesoft
If you would like to run an accurate provider production report in Eaglesoft here is the report and the manner in which it should be run to get an accurate Eaglesoft number.
First, go into Providers Reports in Eaglesoft
Highlight the Provider Productivity
Click the Process button
Under “Dates” select “Other Range of Dates” from the drop-down
Under Range – choose the begin and end date for the report
Click Preview Report
Look at the Dental Intelligence Provider Pulse for the same time period to see completed Production for each provider. See example below.
Why run reports by Other Range of Dates vs Other Range of End of Days?
Here is an article by Eaglesoft explaining why the Other Range of Dates report will match Dental Intelligence, and the difference between the reports:
Essentially, Other Range of End of Days assumes that practices run their End of Days procedures perfectly each night in Eaglesoft, that nothing is entered after the End of Days from yesterday. If your practice has ever forgotten to run the End of Days, or has intentionally waited to enter parts of a days production until the next morning, before the End of Days, the two reports will not match.