Practice Management on Embodia - Part 3: Billing - Compensation reports
For multi-practitioner clinics, you can use Embodia to run compensation reports for your practitioners based on the patient invoices that were generated.
Setting up your compensation settings
The actions described in this lesson require a Manager permission on your clinic.
This section will go over how to set up your compensation settings. This includes the percentage split for the practitioner, and if you charge taxes, whether to share the taxes with the practitioner based on the percentage split.
To get started, navigate to Billing > Settings > Compensation settings:
You first need to specify the default settings for your services and your products. Click on the Add button, and fill in the popup form with the percentage split and whether taxes should be shared with the practitioner.
Once you've specified your default settings, you can then override the default settings for a given service or product and/or for a given practitioner in your clinic:
To preview the settings that will be applied to a given practitioner, click on the Preview in their section. This will list all your services/products along with the percentage split that will be used for those services/products.
Running compensation reports
The actions described in this lesson require a Manager permission on your clinic.
Once you've set up your compensation settings, you can now run compensation reports. Click on the Settings tab in the top nav bar, and then on Compensation report under the Stats, reports & exports section
Click on New report, and fill in the start and end dates, and indicate if you only want to include fully paid patient invoices. Embodia will then generate the compensation reports based on the following criteria:
- Embodia will look for all the patient invoices whose invoice date falls between the start and end dates that you've specified
- If you've checked the "Only for fully paid invoices" checkbox, Embodia will restrict the report to fully paid invoices. Otherwise, both draft and paid invoices will be included in the report
- Embodia will calculate the compensation split for each line item in these invoices based on the compensation settings for your clinic.
Once the report is generated, it will list the compensation reports for each practitioner in your clinic. You can click on the practitioner's name to view more details.
Once you issue payment to the practitioner, you can also mark the report as paid by clicking on the edit icon and entering the payment date.
Viewing compensation reports
To view your compensation reports, navigate to Billing > My compensation reports:
You can click on the start date to view more details, such as the compensation per line item.