Managing Net/Gross Production in Practice Analytics

Managing Net/Gross Production in Practice Analytics

Practice analytics has two methods of showing you how to calculate production numbers:

  • The first way is Gross Production, which is the sum of all the production revenue. 

  • The second way is Net Production, which is the sum of all the production revenue minus any adjustments.

All widgets that show production will have a toggle button that will let you select how you want to view these numbers. 



If you want to manage which view is shown by default on all of the widgets, you can do the following:


  1. Go to Preferences in the top Navigation bar

  2. Click on the Set Goals Page

  3. In the section called Production Calculations, you will see the field called: What is your preferred method to calculate production?

    1. When the button is toggled to the right and colored orange, Gross Production will be selected.  

    2. When the button is toggled to the left and colored grey, Net production will be selected.

If your EHR/PMS is OpenDental, there will also be another field called Would you like Adit to calculate Net Production using the Procedure Date or Payment Date for Write-Offs?

  1. Selecting Payment Date will associate the adjustment based on the date when the payment was made. 

  2. Selecting Procedure Date will associate the adjustment based on  the date when the procedure was completed. 

This field is important to address because it affects which production numbers get adjusted.