Would strongly suggest to put in analytics or in the morning huddle: collections ( by this I mean: Dr S has only one patient the month of May, the treatment rendered is for 5000 dollars, but the patient only pays 3000 with his credit card and the rest will be collected from the insurance so the collection for that mth is 3000 and the production 5000.)
By collections I do not mean what you have showing under the list page in the weave app--- which leads me to my second suggestion --- the name collection that can be found under the list tab should be changed to Account Receivable (A/R) other wise it's miss leading.
Would be a GREAT help if you add the collection info, thank you.
Amir Sanjabi DDS