Assigning Compensation when Charging an Appointment/Product

Users can now assign compensation to providers through the Charge Procedure window. This article will walk you through the process and also show you how to run a report to see who the appointment provider was and who was compensated.

You'll notice this new drop down when you right-click on an appointment and select Charge

You can either utilize the drop down or the search option to select the practitioner you would like to receive compensation. 

The same thing can be done when charging a product:

Provider Charges Reports

In order to run this report you'll want to go to Management > Reports > Provider Charges. You can select your rendering provider (practitioner who completed the appointment) and your compensated provider.

If you make a selection for both it will break it down so you can see who completed the appointment and who was compensated. In this example, it will only show Kate's appointments and Dr. Freeze will be listed as the compensated provider:

You can also just put in a selection for compensated provider and it will give you a breakdown of all the practitioners in the clinic and which appointments were compensated to someone else: