Production Discrepancies: TeamCare vs. Your PMS

If your production numbers don't match between TeamCare and Dentrix, Open Dental, or another PMS, here's how to troubleshoot.

Gross vs. Adjusted Production

Before comparing numbers, make sure you're comparing the same thing:

• Gross Production — Total charges before any adjustments

• Adjusted Production — Gross minus insurance adjustments

Where each appears in TeamCare:

Hover over any completed production figure to see the gross/adjusted breakdown.

Common Reasons Numbers Don't Match

1. Wrong production type — Make sure you're comparing gross-to-gross or adjusted-to-adjusted.

2. Wrong date filter — Always use Procedure Date, not Entry Date, in your PMS report.

3. Wrong date range — Confirm both systems are set to the exact same period.

4. Open Dental adjustment method — Open Dental can apply adjustments by Procedure Date or Insurance Payment Date. TeamCare uses Insurance Payment Date. Make sure your OD report matches.

Pulling a Transaction-Level Report

If the above steps don't resolve it, pull a transaction-level report and send it to support@teamcaredental.com.

Open Dental

Reports → Standard → Daily → Daily Transactions → enter date range → export

📄 Open Dental Adjusted Production Gotchas

Dentrix

Office Manager → Reports → Management → Day Sheet → select date, check "Include Transaction Detail" → export; Note: select "Procedure Date"

📄 Dentrix: How to run a Day Sheet Report

Dentrix Ascend

Reports → Power Reporting → Day Sheet → filter by date → export

EagleSoft

Reports → Practice Management Reports → Day Sheet / Transactions by Date → enter date range → select Detailed → export

Where to View in TeamCare:

Treatment Search

Shows gross production before adjustments.

Ledger Search

Displays insurance adjustments applied to gross production.

Doctor Leaderboard

Shows adjusted production (gross minus adjustments).