Note: Archy's reports do not lock, and currently, they don't close out each day, allowing changes to be made.

Production Report:

Gross Production

 Gross Production can change over time if:

• UCR fees for a specific procedure are edited
• UCR fees are changed at the practice level, and the selected time period includes scheduled procedures, since updates to the UCR fees will impact any incomplete procedures.
• The appointment date is changed and moves either in or out of the selected time period.
• The procedures for an appointment within the selected time period have changed.
• If an appointment is added or removed within the selected time period.
• To avoid changes to Gross Production: 
  • Make sure employees do not edit UCR fees on procedures once they are scheduled or completed.
  • Make sure employees do not edit the UCR fee schedule.
  • Don’t edit, add, or remove appointments in the past. 
• An example of Gross Production and how it changes: 
  • You completed an appointment with a procedure that has a UCR fee of $100 on April 1st. 
  • You view your production report for April 1st, and the total gross production is $100. 
  • On April 15th, you go to the patient’s chart and change the UCR fee on that specific procedure to $90.
  • On April 15th, you view your production report for April 1st. The total gross production is now $90.

Net Production

• Net Production can change over time if:
  • Negotiated fee on a specific procedure is edited.
  • Negotiated fee on a fee schedule is edited, and the selected time period includes scheduled procedures.
  • The final insurance payments + patient payments for a procedure recorded on the claim do not equal the negotiated fees 
  • The appointment date has been changed
  • The procedures for an appointment have changed
  • The appointment is added or removed within the selected time period.
• To avoid changes to Net Production: 
  • Make sure employees do not edit the negotiated fee schedules. 
  • Make sure employees do not edit the negotiated fee schedule on procedures that are scheduled or completed.
  • Don’t edit, add, or remove appointments in the past. 
• An example of Net Production and how it changes: 
  • You completed an appointment with a procedure that has a negotiated fee of $80 on April 1st. 
  • You view your production report for April 1st, and the total net production is $80. 
  • On April 15th, you go back to the April 1st appointment and add a procedure that you forgot to add previously. This procedure’s negotiated fee is $40
  • On April 15th, you view your production report for April 1st. The total net production is now $120.

Adjusted Production

• Adjusted Production can change over time:
  • Throughout the day, as insurance write-offs or patient discounts/write-offs are applied, regardless of what appointment date they are applied to
  • If an appointment is created for a past date and is then marked as completed
• To avoid changes to Adjusted Production:
  • Don’t add appointments in the past.
• An example of Adjusted Production and how it changes:
  • You completed an appointment with a procedure that has a negotiated fee of $80 on April 1st.
  • You view your production report for April 1st, and the total adjusted production is $80.
  • On April 15th, you add a completed appointment that occurred on April 1st, but wasn’t in the system, and the net fees on this appointment are $100.
  • On April 15th, you view your production report for April 1st. The total adjusted production is now $180.