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See the Monthly Reports page for related reports.
From the Main Menu, under Reports | Monthly, Select Production and Income, or press Ctrl-Shift-P. The following window will come up.
Select the date range, typically one month, and the providers you wish to show and click OK.
The Production column shows work that has already been completed. The Scheduled column shows work that is scheduled in the Appointments module, but has not been completed. The total production is the sum of those two columns plus Adjustments.
The Total Income at the bottom is the sum of the Pt. Income and Ins Income.
The relationship between production, income, and adjustments
Your income should be very close to your production, or something is wrong with your financial policies. Every financial planner has different opinions about what is an acceptable relationship between production and income, and it also depends on your personal preferences.
For the numbers to be meaningful, production should only include fees billed which are actually expected to be paid. So if you give a senior a 10% discount, then you are actually reducing your production by that amount, because you never expect to be paid that 10%. Discounts are automatically subtracted from the production numbers above. Most adjustments will also affect production similarly, including any broken appointment charges, finance charges, referral discounts, writeoffs, and cash discounts.
But some adjustments affect income rather than production, specifically patient refund checks, because they do not change the amount expected to be received, but only affect the income. A refund check is the exact opposite of a patient payment, so enter it as a negative payment in order to correctly affect the income. If the patient had overpaid for previous work, and you wrote them a refund check for the difference, then it would only affect income, not production. But a patient refund check is sometimes associated with a balancing adjustment that does affect the production. For instance, you did a crown which broke in half a month later and the patient has moved out of state. So lets say you have decided to give them a full refund. Their current balance is 0. You would first enter a miscellaneous negative adjustment (production) for $800, taking their balance to -800. Then, you would enter a negative check payment (income) for a patient refund and write them a check, taking the balance back to zero. In this case, the adjustment affects production, and the negative payment affects income.
We understand that this can be confusing, so revisit this page periodically until you can understand fully how your accounts are organized.