Payroll Report

Payroll Report


AlertNote: 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.

Reports > Financial Panel > Payroll Report

Report Filters

  • Provider: Select one or multiple Provider IDs to be used on the Report.
  • Provider Reporting Group: Library > Provider Reporting Group
  • CPT®: Select one or multiple Procedure Codes.
  • CPT® 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.
  • Mark Encounters as Paid: Populates the custom field "Payroll Paid Date" with the current date if Use Charges Instead of Payments is checked.

Payment Example

Charges Example

Percent Example

Learn More

Add/Edit a Reporting Group

Use Reporting Groups

Reports Criteria Overview


CPT copyright 2019 American Medical Association. All rights reserved.

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