Practice by Numbers integrates with Curve Dental to provide key financial metrics, including:
Production
Adjustments
Collections
Because Curve Dental offers multiple financial reporting experiences, it's important to compare Practice by Numbers against the correct Curve Dental 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
Understanding Automatic Data Synchronization
Practice by Numbers automatically synchronizes financial data from Curve Dental during an overnight sync between midnight and 7:00 AM in your practice's local time zone.
This synchronization includes Accounts Receivable (AR) details used in Practice by Numbers reporting.
Important: The synchronization process happens automatically. No manual action is required, and practices cannot manually initiate a sync.
For the most accurate comparison, we recommend reviewing your financial reports after 7:00 AM to allow the overnight synchronization process to complete.
If you notice discrepancies in your Accounts Receivable balances after 7:00 AM, please contact the Practice by Numbers Support Team for assistance.
Accessing Financial Reports in Curve Dental
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 Dental Reports Should Be Used?
When comparing financial data between Practice by Numbers and Curve Dental, 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:
Review financial reports after 7:00 AM in your practice's local time zone to allow the automatic overnight synchronization to complete.
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
Note: Practice by Numbers automatically synchronizes data from Curve Dental overnight. You don't need to manually initiate a sync.
Need Additional Assistance?
If financial discrepancies remain after 7:00 AM in your practice's local time zone, and you have verified the following:
Date range
Clinic(s)
Provider(s)
Correct Curve Dental report
Please contact the Practice by Numbers Support Team and include:
Report name
Date range
Clinic(s) selected
Screenshots of the Curve Dental report
Screenshots of the corresponding Practice by Numbers metrics
Practice by Numbers automatically synchronizes Accounts Receivable data from Curve Dental overnight between midnight and 7:00 AM. If your AR balances still do not match after this window, our Support Team can help investigate the discrepancy.
Providing this information allows our Support Team to investigate more efficiently and determine whether the difference is expected or requires further review.