Provider Payroll Production and Income Report

In Standard Reports, click Provider Payroll Summary or Provider Payroll Detail.

The Provider Payroll report is a Production and Income Report that can be used to determine a provider's net production and income. Some offices use this report to determine how much to pay their providers when the providers earn a certain percentage of net income. The calculations for determining production and income in this report were custom created for a specific use and may not apply to your office.

If you want to use this report:

Note: To control user access to this report, see Report Setup: Security Permissions.

The Provider Payroll report can list total production per day (Summary) or per patient (Patient Detail). The report types are hidden by default. To show these reports, see Report Setup: Display Settings.

Report Options

Providers: Select the providers to include, or check All to include all providers, including hidden providers, that have activity (i.e., production or income) for the reporting period. Unearned will include pay splits with an unearned type (not associated to a provider, such as prepayments). Typically, this report is run for one provider at a time.

Note: The Include Unearned checkbox was removed in version 16.4. This checkbox worked similar to the Unearned provider in that it included/excluded payments with an unearned type.

Clinics: If using Clinics, select the clinics to include, or check All (includes hidden) to include all clinics. Clinic is determined by the clinic of the procedure (place of service).

Today's Date: Automatically populated with the current date for reference.

Date Range: Select the date range of the report. The default is based on the current Pay Period (see: Time Card Setup), if one is set up. Otherwise, it defaults to one week prior to today's date.

Report Type: Select the report type. This will affect the report detail and columns presented.

Click OK to generate the report.


For a description of Toolbar buttons, see Complex Report System.

The screenshot below is an example of the Summary Report Type. Columns will vary depending on the report type selected. See the Examples section below.

Date: The date that corresponds to the numbers calculated in each column.

Day: The day of the week that corresponds to the date in the same row. Only shows on Summary report type.

Patient: The name of the patient associated to all procedures, adjustments, and claim procedures. This is the actual patient on the paysplit. Only shows on Patient Detail report type. Patients will appear once for each day they have activity in the reporting period.

UCR Production: Gross production based on completed procedures that were set complete within the date range. Does not include capitation write-offs. Calculated by ProcFee x (UnitQty+BaseUnits).

Est Writeoff: The total amount estimated write-off based on the Claim Snapshot.

Prod Adj: The sum all of adjustments that were created or edited within the date range. Excludes Bad Debt type adjustments.

Change in Writeoff: The difference between the estimated write-off amount and the actual write-off (estimated minus actual).

Net Prod(NPR): The sum of gross production, estimated write-off, adjustments, and change in write-off columns.

Pat Inc Alloc: The sum of payments entered within the date range that are attached to a particular procedure.

Pat Inc Unalloc: The sum of payments entered within the date range that are not attached to a particular procedure.

Ins Income: The sum of all received claim payments that were marked received or supplemental within the date range.

Ins Not Final: The sum of all received insurance payments not yet attached to a finalized claim payment, that were marked received or supplemental within the date range.

Net Income: The sum of the allocated patient income (Pat Inc Alloc) and the insurance income (Ins Income) columns.

Each column is totaled at the end of the report.


Summary Report Type

The Summary Report Type includes the Day column and excludes the Patient column. Information is summed by date. Column totals are listed at the end of the report.

Patient Detail Report Type

The Patient Detail Report Type includes the Patient column and excludes the Day column. Information is summed by patient and date. A patient will show up on the report multiple times if they have production or income across multiples days of the reporting period. Column totals are listed at the end of the report.