The Provider A/R Totals Report is a snapshot of how well you’re doing with production and collections, and it also includes a comparison to previous totals. It’s more accurate than other production reports because it accounts for production and collection adjustments, so you can appreciate how these adjustments are affecting your overall production and collections totals.
Watch the following video to learn how to generate the Provider A/R Totals Report. (Duration 1:02)
Additional Tips
- For the report, you can specify which types of adjustments are counted as credit adjustments and which are counted as debit adjustments. For more information, read Customizing Adjustment Types in Dentrix Help.
- Dentrix applies all adjustment types listed in the Production Adjustment List to the Provider’s Production total. Also, Dentrix applies all adjustment types listed in the Collections Adjustment List to the Provider’s Collections total. By default, Dentrix applies debit adjustments toward production and credit adjustments to collections. To move an adjustment type to a different pane, in the Provider A/R Totals dialog box, click the Adjustment Types button, select the type, and click the right or left arrow.
- To learn more about generating the Provider A/R Totals Report, read Provider A/R Totals Report in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Generate a Provider A/R Totals Report for all hygienists for the last two months, and include the month-to-date, year-to-date, and previous month’s totals.