The article explains on how to process payroll and route it for submission process.


Video Walkthrough

For a live demonstration on Payroll Processing Tab, watch the below video:


This is the 1st step in processing staff/provider payroll. 


  1. Navigate to Payroll > Processing Payroll.
  2. Click the Processing Payroll (Step-1) category to start the process.
  3. Depend on what the user selects in the Filter By option -
    1. For Pay Period, choose the payroll submission period from the list.
    2. For Date Range, select the date range.
  4. Select the staff members from the list to process payroll, then click the View button. This step applies to both selecting a pay period or a date range. 
  5. After clicking the view button, the data table will be generated with the following information:
    1. Time & Date - Service Time and Date.
    2. Provider -  The Service provider.
    3. Patient - The patient that attended the session.
    4. Service Location - Location of the service (POS).
    5. Service - The Description of the service that occurred.
    6. Tx Hrs - The number of hours of the service session.
    7. Submission Hrs - The hours that has been mentioned while submitting timesheet.
    8. Hrs. Accepted - This field can be edited by adding in desired hours from calendar. 
    9. Extra Amount - Any extra amount added while submitting timesheet will display in this column.
    10. Total Amount - The total amount of payroll set up will display here.
    11. Mileage - The mileage travelled that has been entered will display in this column.
    12. Mileage Approved - This field can be edited by adding in desired mileage.
    13. Grand Total. -  The gross amount to be paid.



Drop-Down Options


Use the checkbox to select the line items and access the drop-down on the bottom left corner of the list;


  1. Copy from Appointments - This option will copy hours from appointments.
  2. Acceptance Pending option - When this option is selected the timesheets reminds in the first step and wont be moved.
  3. Acceptance approved option -  This option will move the timesheet to the second step.
  4. Completed and Paid - This option will move all the timesheet directly to third step.
  5. Revert timesheet -  Will move back all the submitted timesheet.
  6. Save Changes - Any changes made here can be changes using this drop down.

Use the above-mentioned options as needed to make the desired updates.