Name this session and optionally load your insurance reports now. You can also load them later from each provider's page.
Session Name
Production Period Start
Production Period End
The month(s) of production being paid for (from your OpenDental report).
Payroll Period Start
Payroll Period End
The two-week window this payroll actually pays. Shown on provider PDFs. Optional — can be set later.
Optional Insurance Reports
💡 Outstanding Insurance Claims
Not loaded
Reports → Outstanding Insurance Claims · Set date of service to match your production period.
Used to auto-suggest balance decisions per patient based on claim status — you can always override.
📊 Insurance Aging Report
Not loaded
Reports → Insurance Aging Report · Any Balance, Group By Individual.
Powers the AR risk summary on the Home tab (0–30, 31–60, 61–90, 90+ day buckets by carrier).
Load a New Payroll Report
Start by uploading the Production & Income report from OpenDental
📋
Production & Income Report
Required · Upload this first
OpenDental → Reports → User Query → Run the Production & Income query
Export as CSV with all providers for the full payroll period.
Contains: procedure dates, production, collections, write-offs, and balances per patient per provider.
💡 Outstanding Insurance Claims
Optional · Load after production report
OpenDental → Reports → Outstanding Insurance Claims
Set Days Old min: 30, Date Range = date of service for the payroll period.
Enables auto-suggested balance decisions based on claim status (Pending, Paid/Not Posted, Denied).
📊 Insurance Aging Report
Optional · Load after production report
OpenDental → Reports → Insurance Aging Report
Set Any Balance, Group By Individual, check Only show patients with outstanding claims.
Powers the AR risk summary on the Home tab showing 0-30, 31-60, 61-90, 90+ day buckets.
Drag & drop supported · All data stays in your browser · Never uploaded anywhere