How to Create a Register Report

Sensei Cloud allows you to create a Register Report that provides detailed insights into your practice's financial performance. This report includes calculated values for Production and Collections (gross and net) for the selected reporting period. 

The Register Report can be created by using the Report Generator (Locations or All Locations > Financials > Report Generator). See How to Use the Report Generator for the detailed report generation procedure.

When generating a Register Report, the Reporting Period defaults to yesterday, but can be changed to another date or date range. You can report by Acceptance or Transaction date. The Register Report is grouped by Register Report Category unless you are accessing from the All Locations tab, in which case the report is grouped by Location.

The available columns to include in the report vary based on the report format selection, which can be Totals, Totals and Subtotals or Totals, Subtotals, and Details. 

Each report type breaks down the production and collection, and the selected report type determines the level of detail:

• Totals: Displays the overall total for the transaction count, gross amount, and net amount for Collection and Production
• Totals and Subtotals: Displays a Collection table and a Production table with entries for each transaction category (e.g., Payment Correction & Removal, Refund, Charge, Payment, etc.). The total Gross and Net amounts are displayed next to the Collection and Production headings. 
• Totals, Subtotals, and Details: Displays Collection and Production sections with individual tables for each transaction type that include line items for each individual transaction

When a Register Report is generated, the selected report outputs are available in the Generated Reports list for viewing, printing, or exporting.

Regardless of which report output type you select, the top of the generated report includes the Gross Production, Gross Collection, Net Production, and Net Collection for the selected time period.

The Net Production and Net Collection are calculated as follows:

Net Production = Charges minus Charge Corrections & Removals minus Discounts and Write-Offs plus Discount Corrections & Removals and Write-Off Corrections & Removals

Net Collection = Payments minus Payment Corrections & Removals minus Refunds plus Refund Corrections & Removals minus Bulk Insurance Overpayment Adjustments

Note:
-- For orthodontic contracts, only the initial charge is counted towards production.
-- Converted/initial balances are not included in the production numbers. 
-- The Net Production and Net Collection amounts will only match the numbers in the Financial Activity section of the Location > Home screen if you run the Register Report by Service date.