This article explains how to generate the Provider Accounts/Receivable (A/R) Totals Report in Dentrix using the Office Manager. This report provides transaction totals by provider and allows customization of adjustment types for production and collections tracking.
To generate the Provider A/R Totals Report, follow these steps:
1. Access the Report
From the Office Manager menu, go to Reports > Management > Provider A/R Totals.
The Provider A/R Totals dialog box will appear.
2. Enter Report Date
Enter or accept the default Report Date.
3. Select Provider Range
Choose the range of providers to include:
Click the From search button to select the starting provider.
Click the To search button to select the ending provider.
To include all providers, leave both fields blank.
4. Select Billing Type Range
Choose the range of billing types:
Click the From search button to select the starting billing type.
Click the To search button to select the ending billing type.
Leave blank to include all billing types.
5. Enter Date Range
Choose to print by Entry Date or Procedure Date:
Entry Date: The date the procedure was posted.
Procedure Date: The manually entered date for the procedure.
Adjust the date range as needed.
6. Select Report Options
Include MTD/YTD Totals: Adds Month-to-Date, Year-to-Date, and Previous Month totals per provider.
Include Daily Summary: Adds daily totals for the selected date range.
Include Daily Summary by Provider: Adds daily totals per provider.
Exclude Days with No Transactions: Omits days with no posted transactions.
Include Adjustment Types List: Adds a summary of adjustment types and their category (production or collections).
7. Select Adjustment Types (Optional)
Click Adjustment Types to view and modify the list:
Production Adjustment List: Debit adjustments applied to production.
Collections Adjustment List: Credit adjustments applied to collections.
To move an adjustment type between lists, highlight it and use the arrow buttons.
8. Generate the Report
Click OK to send the report to the Batch Processor.
Additional Resources: Click here for help understanding the report.
