Practice by Numbers integrates with Curve to provide key financial metrics, including:
Production
Adjustments
Collections
Because Curve offers multiple financial reporting experiences, it's important to compare Practice by Numbers against the correct Curve reports. Using the appropriate reports and understanding how each system calculates financial metrics helps eliminate expected differences and identify true discrepancies.
Before You Compare Financial Data
Run the AR Daily Sync
Before comparing financial metrics between Practice by Numbers and Curve, verify that the AR Daily Sync has successfully completed.
Best Practice: Run the AR Daily Sync each morning to synchronize the previous day's financial activity.
The AR Daily Sync updates financial information used throughout Practice by Numbers, including:
Production
Adjustments
Collections
Accounts Receivable
Patient balances
If the AR Daily Sync has not completed, the previous day's transactions will not yet appear in Practice by Numbers, resulting in expected reporting differences.
Important: Always confirm the AR Daily Sync has completed before validating financial reports or investigating discrepancies.
Accessing Financial Reports in Curve
To access the reports that align with Practice by Numbers:
Log in to Curve Hero.
Select the Hamburger Menu in the upper-right corner.
Click Reports.
Select Financial Reports.
Choose the appropriate report for comparison.
Which Curve Reports Should Be Used?
When comparing financial data between Practice by Numbers and Curve, use the following reports:
Practice by Numbers Metric | Curve Hero Report |
Production | Production Summary |
Adjustments | Adjustment Summary |
Collections | Collection Summary |
Collections (Alternative View) | Period Summary |
Accounts Receivable | Responsible Party Aging Summary |
Understanding Production
Production represents the total value of completed treatment and services provided during the selected reporting period.
To compare production:
Use the Production Summary report.
Ensure the same:
Date range
Provider filters
Clinic filters
Are selected in both systems.
Understanding Adjustments
Adjustments include financial activity such as:
Write-offs
Discounts
Manual adjustments
Other production-affecting transactions
To compare adjustment totals, use the Adjustment Summary report.
Understanding Collections
Collections represent money successfully applied toward patient or insurance balances.
Practice by Numbers uses the same financial activity represented within Curve Hero's Financial Reports.
Collection Summary Calculation
Within Curve's Collection Summary report:
Collections = Payments − Overpayments − Payment Refunds
Where:
Payments = money received
Overpayments = unapplied funds
Refunds = money returned to patients or insurance
Because overpayments and refunds do not represent collected revenue, they are excluded from the final collection amount.
Why Collections May Not Equal Payments
Collections are based on the net financial impact to Accounts Receivable, not simply the amount of payments received.
Collections may differ because of:
Overpayments
Refunds
Credits
Other payment transactions
Therefore:
Total Payments ≠ Collections
This is expected whenever these transaction types exist during the reporting period.
Collections in the Period Summary Report
The Period Summary presents collections from an Accounts Receivable perspective.
Within the AR Summary section, collections may be represented as:
Collections = Payments + Payments from Account Credit + Payment Refunds + Overpayments
Although displayed differently, the resulting collection total should reconcile with the Collection Summary report.
Best Practices When Comparing Financial Data
For the most accurate comparison:
Run the AR Daily Sync before reviewing reports.
Use reports located under Curve Hero → Reports → Financial Reports.
Use the same:
Date range (where applicable)
Clinic(s)
Provider(s)
Compare each financial metric independently using:
Production Summary
Adjustment Summary
Collection Summary
Period Summary
Need Additional Assistance?
If discrepancies remain after verifying:
AR Daily Sync completion
Date range
Clinic(s)
Provider(s)
Correct Curve report
Please contact the Practice by Numbers Support Team and include:
Report name
Date range
Clinic(s) selected
Screenshots of the Curve report
Screenshots of the corresponding Practice by Numbers metrics
Providing this information allows our Support Team to investigate more efficiently and determine whether the difference is expected or requires further review.