Name this session and optionally load your insurance reports now. You can also load them later from each provider's page.
Session Name
Period Start
Period End
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