Report for payroll and payout percentage
A
Allyson Smith
Our providers receive a set percentage of the amount collected from the client and/or insurance. It would be great to have a percentage to link to each provider and then to run a report base on transaction date, provider, that auto-calculates their percentage for income. This report should include date of service, CPT/service, payer type, and date of payment transaction. And a way to check off that the provider has been paid so it doesn't run on a report again once it's paid out.
S
Simcha Cohen
allyson, how are you figuring out the payroll now?
A
Allyson Smith
Simcha Cohen - Kasey Hughes can you answer this?! LOL
K
Kasey Hughes
Simcha Cohen our previous software had a place to run a report for payments received and then mark them "done" so they don't get run again the next pay cycle. Then it exports them to csv and we transfer to a spreadsheet that has a formula that calculates the percentage they receive of each paid claim. Then percentages of each claim are added on the spreadsheet.
I think the main issue is how to run the reports for a certain date range (when I do that currently it adds in random dates that aren't within that window) and to have a way to differentiate the claims we have already paid to the therapist from those we haven't without having to double back down on the same work week after week.
Hope that answers it the way you need. If not - I'll try to explain further
S
Simcha Cohen
This would be really helpful!
A
Allyson Smith
In addition... only having a claim # and NO date of service is useless. Particularly on the CVS download. It shows the date the payment was received which is great... but need DOS.