This article highights the steps to create and manage new payroll setup for provider/ staff in TherapyPM


Manage Payroll Setup


All the payrolls set up for a provider/ staff will be available in the Payroll Setup screen. The created payroll setup can be viewed in the data table along with the payroll information per the pay period type.



  1. Payroll Setup - Click this tab in the provider info module to access the features to create and manage the provider's payroll.
  2. Select - Use the checkboxes to select the payroll(s) created for the provider.
  3. Add Payroll - Clicking the button will direct the user to create a new payroll screen.
  4. Edit - Click this option to update an already created payroll.
  5. Delete - Removes the corresponding payroll.
  6. Bulk Update - Use the checkbox to select multiple payrolls and then use the bulk update option to make changes to mileage rate and hourly rate. Then click the Update button to confirm the changes.


Create A New Payroll


A new payroll can be created by clicking the Add Payroll button on the Payroll Setup screen of the provider info module.



Pay Period Type:

  1. Hourly Paid - Use this type if the provider/ staff is paid hourly.
  2. Salary Person - Use the type if the provider/ staff is a salary person. Salary payments will be weekly/ bi-weekly/ monthly.
  3. Encounter Paid - Use the type if the payment is based on the appointment scheduled.
  4. Patient Specific - Use the type if the payment is based on the patient.


Hourly Paid

  1. Click the Add Payroll button to create a new payroll.
  2. Add the payroll information and click the Save button.
    1. Service - Select the service type from the list.
    2. Earning code - Select the code from the list.
    3. Calculation type - Select the calculation type from the list.
    4. Rate - Manually enter the hourly rate in the field.
    5. Mileage rate - Manually enter the mileage rate in the field.


Salary Person

  1. Click the Add Payroll button to create a new payroll.
  2. Add the payroll information and click the Save button.
    1. Pay period duration - Select the pay period from weekly/ bi-weekly/ monthly.
    2. Earning code - Select the code from the list.
    3. Calculation type - Select the calculation type from the list.
    4. Rate - Manually enter the hourly rate in the field.
    5. Mileage rate - Manually enter the mileage rate in the field.


Encounter Paid

  1. Click the Add Payroll button to create a new payroll.
  2. Add the payroll information and click the Save button. This pay period type is rate by the service.
    1. Service - Select the service type from the list.
    2. Earning code - Select the code from the list.
    3. Calculation type - Select the calculation type from the list.
    4. Rate - Manually enter the hourly rate in the field.
    5. Mileage rate - Manually enter the mileage rate in the field.


Patient Specific

  1. Click the Add Payroll button to create a new payroll.
  2. Add the payroll information and click the Save button. This pay period type is rate by the patient. 
    1. Patient - Select the patient(s) from the list. Multiple patients can be selected.
    2. Earning code - Select the code from the list.
    3. Calculation type - Select the calculation type from the list.
    4. Rate - Manually enter the hourly rate in the field.

If a provider payroll is setup as encounter paid and patient specific for an appointment. Then the rate by service comes first and the rate by patient comes as an addition to the session.