Payroll

For group practices who need to do payroll, there are several reports in the Insights page that you may find helpful.

Income Allocation report

The Income Allocation report takes into account payments and refunds based on the posted date. This is to avoid having historical revenue change after a payroll period has passed. This means that regardless if a payment is back-dated, the payment date will be when the payment was applied within your account. Similarly, if an insurance EOB is returned with a prior paid date, the payment date will also be when the payment was applied within your account. All payments and refunds are included, however, credits applied and used for payments are not included. If you have more than one practitioner on your account, you may filter on each practitioner. If a practitioner is no longer on your account, you can filter on "All" to see those payments.

Payments report

The Payments report is similar to the Income Allocation report but does not include refunds.

Revenue report

The Revenue report is an aggregate view of the Payments report, grouped by practitioner. This report only includes active practitioners.

If you need to do further calculations to do payroll such as calculating a percentage split, the reports may be downloaded in .CSV format by clicking Download. You may then open the .CSV file in Excel or another accounting program to do further calculations.