Practice by Numbers integrates with Curve to provide key financial metrics such as Production, Adjustments, and Collections.
Because Curve offers multiple reporting experiences, it is important to compare your Practice by Numbers data against the correct Curve reports when validating financial performance.
For financial reporting, Practice by Numbers aligns most closely with the reports available in:
Curve Hero → Reports → Financial Reports
Using these reports helps ensure the most accurate comparison between Curve and Practice by Numbers.
Run the AR Daily Sync Before Comparing Financial Data
Before comparing financial metrics between Practice by Numbers and Curve, ensure the Accounts Receivable (AR) Daily Sync has successfully completed.
The AR Daily Sync should be run each morning for the previous day's data. This process updates the financial data used throughout Practice by Numbers and ensures Production, Adjustments, Collections, and other financial metrics reflect the latest activity from Curve.
If the AR Daily Sync has not been completed, discrepancies may appear because the previous day's transactions have not yet been synchronized into Practice by Numbers.
Best Practice: Always verify 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.
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 |
Understanding Production
Production represents the total value of completed treatment and services provided during the selected date range.
To compare Production values, use the Production Summary report in Curve Hero.
When reviewing production metrics:
Ensure the same date range is selected in both systems.
Verify provider and clinic filters match.
Compare totals using the Production Summary report.
Understanding Adjustments
Adjustments include financial changes that impact production totals, such as write-offs, discounts, and other adjustment entries.
To compare adjustment values, use the Adjustment Summary report in Curve Hero.
Understanding Collections
Collections represent money received by the practice that is applied toward patient or insurance balances.
Because collections account for several financial transaction types, they may not always match the total payment amount shown elsewhere in the system.
Practice by Numbers uses the same underlying financial activity reflected within Curve Hero's Financial Reports.
Collection Summary Report Logic
Within the Collection Summary report, collections can be represented as:
Collections = Payments − Overpayments − Payment Refunds
Where:
Payments represent funds received from patients and insurance carriers.
Overpayments represent unapplied funds that have not yet been allocated.
Payment Refunds represent money returned to a patient or payer.
Because overpayments and refunds do not represent collected revenue, they are excluded from the final collection total.
Why Collections May Differ From Payment Totals
A common question is why collections do not always equal the total payments shown within reports.
Collections are based on the net financial impact to Accounts Receivable and may be affected by:
Overpayments
Refunds
Account credits
Other payment-related transactions
As a result: Total Payments ≠ Collections
When these transaction types exist during the selected reporting period.
Collections in the Period Summary Report
The Period Summary report 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 the calculation is displayed differently, the resulting collection amount should reconcile to the same collection value shown in Curve Hero's financial reports.
Best Practices When Comparing Data
When validating financial metrics between Practice by Numbers and Curve:
Use the same date range in both systems.
Compare against reports located in Curve Hero → Reports → Financial Reports.
Verify location and provider filters match.
Review Production, Adjustments, and Collections separately.
Use Collection Summary and Period Summary reports when validating collection totals.
Need Additional Assistance?
If you believe a discrepancy exists after verifying your date range, providers, locations, and report type, contact the Practice by Numbers Support Team and provide:
The report name being used
Date range selected
Screenshots of the Curve report
Screenshots of the corresponding Practice by Numbers metric
This information will help our team investigate more efficiently.