Recommended: Provider A/R Totals Report
The "Provider A/R Totals" report is currently our recommended option for month-end and provider financial reporting. You can find gross and net production as well as gross and net collection using this report. We have heard your feedback and are happy to share with you that we working on improving this report with additional filters. These improvements are currently targeted for release 382.
Not Recommended: Power Reporting Financial Reports
Power Reporting Update: We have started the final phase of development and testing and we hope to release fixes to Power Reporting financial reports in the near future.
We are working on these reports. We ask that you do NOT use Power Reporting financial reports at this time. In some cases, the Power Reporting financial reports have been duplicating some entries and omitting others. Financial reports include production, collection, adjustments, for example. Our non-financial power reports can be used - this references patient list or schedule report. To find new patient count for now, use the day sheet.
To clarify, the Financial reports (highlighted below) are the ones that we do not recommend using. The rest of power reports can be used.
The April 2021 release transformed Ascend to meet stringent financial auditing requirements by providing for higher visibility into patient ledgers for any changed/deleted transactions and maintaining past period reporting. However, these patient ledger and reporting changes rippled throughout the entire program, including our reports. While our patient ledger data has remained accurate, we identified specific items in our reports that needed updating after our release. We acknowledge the impact this causes you and are actively working to improve the functionality.
At this time, we recommend using the Provider AR Totals report for your financial reports. This is the best report for providers and per location financial data. If you need assistance with using this report or need additional detail to pay your providers, please reach out to support at 855.232.9493 option 2.
We are working to improve the power reporting financial reports - this is the highest priority for our Dentrix Ascend reporting team. We will let you know when they are updated as soon as possible. If you are affected by these reporting issues, we sincerely apologize for the inconvenience this has caused.