Setup Compensation

Permissions Required for Compensation

The first thing you’ll need to do is give your employee the proper permissions to generate their compensation statement. You can do this by going to System Setup > Organization > User Administration:

Select the practitioner, right-click and choose edit. On the permissions tab you’ll want to check off admin statements:

Select OK to save your choice. Note: If your practitioner is logged into the system they will need to log out and log back in to see the changes. They also need to have their Resource linked to their User in order for this to be pulled from their login. 

This permission will open up the statement section in the dashboard:

Creating the Rate Profile

There are two methods to setting up compensation - the exclusion method and the inclusion method. We will review both of these methods below. 

To create the rate sheet you’ll want to go to System Setup > Organization > Resources > Select the practitioner and choose the percentage icon. A new modal will open and you would right-click in the rate tab and select Add:

You can build your rate sheet from here. 

Inclusion Method

For the inclusion method you’ll want to add every code you want the practitioner to receive compensation for. You’re able to select a flat rate or a percentage of the cost per appointment. Please keep in mind that if you are utilizing procedure codes on your appointments you’ll want to add those in there - not the appointment types:

Right-click in the rates window and select add. From here you can choose your treatment type, treatment, rate type and amount. In the example below, I have added two rates - one with a fixed rate and one with a percentage:

Whenever PT TP AX is charged your practitioner will receive 50 percent of the cost of the appointment and 25 dollars for PT TP RX every time it is charged no matter what the price on the back end is. When you are done adding your rates select OK and it will save on the practitioners resource:

Exclusion Method

For the exclusion method you’ll want to add every code you don’t want the practitioner to receive compensation for. This method is used so that you don’t need to go in and add new codes every time you create one. It ensures that the practitioner won’t miss out on any compensation for new additions. Any codes you don’t add will receive compensation because you’ll want to add their percentage rate at the top. Any appointments that have a fixed rate will still need to be added individually - this method is mainly for any percentage compensation.

When you add the codes you do not want them to receive compensation for you’ll want to put in an amount of 0 dollars so the system knows not to compensate the provider. In the example below I have added a few appointments at 0 dollars and added their percentage at the top under procedure:

If you do not use procedure codes, you’ll want to add their percentage in the AP column.