Accounts Receivable (AR) in Practice by Numbers is designed to display the current financial position of the practice using the latest synchronized data from Curve.
Unlike Curve, Practice by Numbers does not maintain historical Accounts Receivable snapshots. Understanding this distinction is important when comparing AR balances between the two systems.
How Accounts Receivable Works
Practice by Numbers always displays Accounts Receivable using the most current available data.
This means:
AR is calculated using today's synchronized data.
Historical AR snapshots are not stored.
You cannot view or calculate AR "as of" a previous date.
For example, if today is July 6, Practice by Numbers displays the outstanding balances that exist after all synchronized activity as of July 6.
Even if you generate a report for June 30, the Accounts Receivable values shown in Practice by Numbers reflect today's balances—not what the balances were on June 30.
This behavior is expected and should be considered whenever comparing Accounts Receivable with Curve.
To compare Accounts Receivable balances, use Curve's Responsible Party Aging Summary report.
Comparing Accounts Receivable with Curve
To compare Accounts Receivable balances, use Curve's Responsible Party Aging Summary report.
Navigate to: Reports → Financial Reports → Responsible Party Aging Summary
Report Configuration
For the most accurate comparison:
Select the same clinic(s) used in Practice by Numbers.
Run the report using today's date.
Compare the totals at the bottom of the report:
Patient Total
Insurance Total
Total Owing
These values most closely align with the current Accounts Receivable balances shown in Practice by Numbers.
Important: Since Practice by Numbers always displays current Accounts Receivable, the Responsible Party Aging Summary should also be run using current data. Historical aging reports will not reconcile with Practice by Numbers.
Compare these totals:
Patient Total
Insurance Total
Total Owing
These values most closely align with Practice by Numbers' current Accounts Receivable balances.
Important: Since Practice by Numbers always reports current AR, the Responsible Party Aging Summary should be run using current data for the most accurate comparison.
Understanding "Account Credits" vs. "Patient Credits"
One of the most common sources of confusion is the difference between Account Credits in Curve and Patient Credits in Practice by Numbers.
Although the names are similar, these are different financial metrics and are not expected to match.
Practice by Numbers | Curve Responsible Party Aging |
Patient Credits / Refunds | Account Credit |
Net patient overpayments | Gross unapplied credits, deposits, and prepayments |
Practice by Numbers Patient Credits
Patient Credits represent:
Net overpaid patient balances
Refundable patient credit amounts
Money paid beyond what is currently owed
Curve Account Credits
The Account Credit column on the Responsible Party Aging report includes:
Unapplied credits
Prepayments
Deposits held on patient accounts
These values represent gross account credits rather than refundable patient balances.
Because Curve's Account Credit calculation includes held deposits and unapplied credits differently than Practice by Numbers, these totals will not match.
This is expected behavior and does not indicate a data discrepancy.
Best Practices for Comparing Accounts Receivable
For the most accurate comparison:
Verify the AR Daily Sync has completed.
Run the Responsible Party Aging Summary using today's date.
Select the same clinic(s) in both systems.
Compare:
Patient Total
Insurance Total
Total Owing
Remember that Practice by Numbers always displays current Accounts Receivable rather than historical balances.
Do not compare Curve Account Credits with Practice by Numbers Patient Credits.
Need Additional Assistance?
If Accounts Receivable balances still appear different after verifying:
AR Daily Sync completion
Responsible Party Aging Summary configuration
Clinic selection
Current reporting date
Please contact the Practice by Numbers Support Team and include:
Date of comparison
Clinic(s) selected
Screenshots of the Responsible Party Aging Summary
Screenshots of the corresponding Practice by Numbers Accounts Receivable metrics
Providing this information allows the Support Team to determine whether the difference is expected or requires further investigation.