Production and Income Reports

In Standard Reports, in the Production and Income section, click on a report.

There are several Production and Income reports. Each summarizes information differently based on report type.


Report Type: Select the report type. Date range values will automatically change to match.

Providers: Select the providers to include, or check All to include all providers, including hidden providers that have claim payments for the report period. No Provider will include payments with an unearned type (pay splits not associated to a provider, such as prepayments).

  • Provider selection is only an option if the logged-on user has the Production and Income, View All Providers permission.

Include Unearned: Select this box to include unearned income. An additional column will be added for Unearned Income on Monthly, Annual and Provider reports, and the report will use a landscape orientation.

Note: This should either always be selected when running Production and Income, or never selected.

Clinics: Select the clinics to include, or check All to include all clinics. Clinic is determined by the clinic of the procedure (place of service).

Date Range: Select the report date range. Today's Date is automatically populated with today's date for reference. The default date range is based on the report type. To change, manually enter the From / To dates, or click the arrows to quickly change values.

Show Insurance Write-offs: Select when to apply insurance write-offs to production amounts. See Show Insurance Writeoffs for more details. Set the default in Report Setup - Misc Settings.

Click OK to generate the report.

For a description of Toolbar buttons, see Complex Report System.

Example of monthly report type:

The following columns are not pictured above, but may display depending on selected settings.

  • Production and income amounts may not match Aging of A/R amounts.
  • Occasionally, this report may change if a patients Treatment Plan has not been viewed. Once viewed, the report will refresh with the new discount information.