Which report to export

Chairside Payroll needs one line per completed procedure: the date, the provider, the procedure code, the fee, and the insurance write-off. Patient details aren’t needed; any patient columns are removed in your browser before anything leaves your computer. A CSV, a text export, an Excel workbook (.xlsx; the sheet with the procedures is found for you) or a report laid out for printing (with a heading for each provider, notes and subtotals), as text or as a PDF your software prints, all work. A scanned or photographed report can’t be read: it’s a picture, not text. A summary with only one line per provider can’t be used: pay is worked out procedure by procedure.

Every upload is checked before you save it: each line is read or listed with the reason it wasn’t, and when the report prints totals, the lines are added up and compared with them.

Open Dental

Open Dental practices get Chairside’s query inside their account; the connection that replaces it is on the way.

Eaglesoft, Dentrix and others

Patient columns are removed on your computer before anything is sent, and nothing is paid until you approve it.

Eaglesoft: run Production Reconciliation with Other Range of End of Days for the batches closed in the pay period, click Print, then choose Save as PDF, and drop that PDF on the Payroll page. Chairside reads and pays from it from November 12, 2026.

Dentrix: print the Day Sheet by Entry Date for the pay period, with Include Provider Totals and Include MTD and YTD Totals selected, as a PDF, and drop it on the Payroll page. Chairside reads and pays from it from November 12, 2026.

Other software: a list with one line per procedure, with the date, provider, procedure code, fee and write-off, works best; Chairside keeps a report from software it doesn’t read yet and pays from it the day it does. If you’re not sure which report to use, contact us with the report’s column headings (never patient details) and we’ll tell you.