To ensure that the Accounts Receivable (AR) numbers in Dentrix match the Key Performance Indicators (KPIs) displayed in Practice IQ, follow this guideline:
Key Setting in Dentrix for Accurate AR KPIs
When running the AR report in Dentrix, ensure that the Calculate Aged Balance as of... option is unchecked.
Why This Setting Matters
Practice IQ AR Reports: These reports are based on the balances displayed during Dentrix's end-of-month processing.
Impact of the Checked Option: If you run the Dentrix report with the Calculate Aged Balance as of... option checked and select a different date, the resulting numbers will differ significantly from those in the Practice IQ dashboards.
