In Curve Hero, how do I discover outstanding accounts receivable per provider?

By Tracey Thompson, DrBicuspid.com contributing writer

January 8, 2021 -- Editor's note: This year, DrBicuspid.com is continuing to provide software-focused articles designed to help dentists and team members understand their practice management software better. Today, we are providing you with a tip from Tracey Thompson, a product trainer at Curve Dental. Later this month, we will post questions and answers from experts in Dentrix and Eaglesoft.

Q: How do I discover outstanding accounts receivable (AR) per provider?

Tracey Thompson
Tracey Thompson.

A: That is a great question to start 2021! You should now be able to view the AR per provider, and here are two tips to make it even easier in Curve Hero:

  • Responsible Party Aging Summary: This report will contain all outstanding responsible party accounts, allowing you to see the total amount of money outstanding for each responsible party broken down to the provider level.
  • Filtering the Responsible Party Aging Summary by provider: Doing this is extremely easy and can be utilized out of the box to get what you need. Simply select the provider or providers for whom you would like to see the outstanding responsible party balances. Once you have done this, you will be able to see the total outstanding for each provider.

Tracey Thompson has spent more than 20 years in the dental industry, including 10 years as a dental assistant and office manager before becoming a product trainer at Curve Dental in 2010. She teaches best practices to dental offices across North America using Curve Hero. Learn more about Curve Hero at www.curvedental.com.

The comments and observations expressed herein do not necessarily reflect the opinions of DrBicuspid.com, nor should they be construed as an endorsement or admonishment of any particular idea, vendor, or organization.


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