Payroll Report
Note: The Payroll Report cannot be run with a single total. Instead, use the Practice Analysis Report.The Payroll Report calculates the total amount of Revenue generated by a Procedure (displayed by the Procedure Code) for a Provider and reports the total Payment that the Provider received.
- Use the Report Filters to isolate specific Providers, Provider Reporting Groups, Procedure Codes, and Procedure Code Reporting Groups.
- Providers are broken down by Type: Billing, Rendering Claim Level, Rendering Line Level.
- Run the Report by Date Type or Date Span.
- Note: The Totals on this Report exclude Refunds.
Reports > Financial Panel > Payroll Report
Report Filters
- Provider Type: Determines which Provider role the Report attributes revenue to.
- This controls how the Provider and Provider Reporting Group filters are applied.
- Billing: Credits the Billing Provider on the Claim.
- Rendering - Claim Level: Credits the Rendering Provider on the Encounter.
- Rendering - Line Level: Credits the Rendering Provider on each Procedure Line.
- For Incident-To Billing, use a Rendering option to pay the Provider who performed the service. Selecting Billing will credit the supervising Provider since that is who the Claim is billed under.
- Provider: Select one or multiple Provider IDs to be used on the Report.
- Provider Reporting Group: Library > Provider Reporting Group
- Procedure: Select one or multiple Procedure Codes.
- Procedure Reporting Group: Library > Procedure Codes
- Insurance: Include or exclude one or multiple Insurances.
- Example: To exclude Patient Payments from the Report, select PATIENT as the Insurance, and toggle the filter to Exclude.
- Insurance Reporting Group: Include or exclude one or multiple Insurance Reporting Groups.
- Percent: Enter the Percent of the Payment that each Provider on the Report will receive.
- The Percent calculates the Provider Payment field: Payment x Percent = Provider Payment.
- A Percent must be entered for the Provider Payment field to populate.
- Show Percent: Displays the Percent (entered in the Percent box) in the Report title.
- Include Previously Paid: Adds a column that displays the sum of the Insurance and Patient Payments that were paid before the current reporting period.
- Include Remaining Balance: Adds a column that displays the remaining balance to be paid.
- Use Charges instead of Payments: Calculates Provider pay based on Charges posted rather than Payments received.
- This is useful for Providers paid on production.
- When selected, the Mark Encounters as Paid option will add a Payroll Paid Date on each Encounter to prevent it from appearing on future Payroll runs.
- Mark Encounters as Paid: Populates the custom field "Payroll Paid Date" with the current date if Use Charges Instead of Payments is checked.