The article provides steps to submit, view and manage timesheets in TherapyPM.


How to Submit Timesheets:

  1. Use the filters to generate the timesheet table - 
    • Generate timesheet by - 
      • Pay period.
      • Session rendered till date.
    • Choose payroll year. This option appears when the Pay Period option is selected.
    • Choose payroll period. This option appears when the Pay Period option is selected.
    • Staff.
    • Status.
    • Click the Go button to generate the table.
  2. Day selection in the payroll period.
  3. Setting Icon - Generate the timesheet on the base of.
  4. Connect to QuickBooks - Use this option to sync/ connect with your QuickBooks account if available.
  5. Click the Download icon to download the timesheet list in CSV or EXCEL format.
  6. Timesheet data table with the below information -
    • Date.
    • Provider.
    • Patient.
    • Activity.
    • Time in - Will be able to edit the time.
    • Time out - Will be able to edit the time.
    • Hours.
    • Rate - Will be able to edit the rate.
    • Mileage rate - Will be able to edit rate.
    • Miles - Will be able to edit miles.
    • Extra Amount - Will be able to edit the amount.
    • Total Amount.
    • Grand Total.
    • Submitted - This field shows if the timesheet is submitted or not submitted.
  7. Drop-down option - Use the checkbox in the data table to select the rows and use the drop-down option.
    • Save changes
    • Submit timesheet
    • Move to unbillable timesheet
    • Submit to QuickBook
    • Retreat timesheet