When reconciling financial data in PbN with Dentrix, it is crucial to understand how each metric is derived from Dentrix reports. This article outlines how to match Gross Production, Collections, and Adjusted Production between Dentrix and PbN using the Provider A/R Totals Report.

To run the Provider A/R Totals report in Dentrix based on the "Procedure Date," navigate to the "Office Manager" section, then select "Reports" > "Management" > "Provider A/R Totals. " Within the report options, ensure you choose "Procedure Date" as the date filter to view totals based on the procedure's date.

Here is the A/R Report we will use for the calculation examples below. Use this as your guide when calculating your own metrics.

Gross Production in PbN is pulled from the Charges column under Production in Dentrix.

For example, in Dentrix:

This value should match the Gross Production displayed in PbN.

Collections in PbN are sourced from the Payments column under Collections in Dentrix.

For example, in Dentrix:

This value should match the Collections value in PbN.

Adjusted Production accounts for adjustments applied to the total production. It is calculated using the following formula:

The Total column under Production in Dentrix provides the total production amount:

To calculate adjustments, subtract the +Adjustment from the -Adjustment under the Collections section:

Now, add the Total Production to the Net Adjustments:

To ensure data accuracy, compare the Gross Production, Collections, and Adjusted Production in PbN with the corresponding numbers from Dentrix. Review adjustment classifications and ensure all transactions are posted correctly if discrepancies exist.