Matching Accounts Receivable (AR) Numbers Between Open Dental and PbN

To match the Accounts Receivable (AR) numbers between Open Dental and Practice by Numbers (PbN), follow these steps:

1. Check Report Options: Ensure that the necessary boxes are checked off in your report options. Refer to the screenshot below for guidance.

2. Example Report Comparison:

• Open Dental Report: Displays a Patient AR of $227.

• PbN Report: Shows a positive Patient balance of $74,503 and a negative Patient balance of $74,298. The net AR in PbN is $205.

The slight discrepancy between the two reports is due to the timing difference between when Open Dental generated its report and when PbN synchronized with Open Dental's data.

By ensuring your report settings are correctly configured and understanding the timing differences, you can accurately match AR numbers between Open Dental and PbN.