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

Video Walkthrough

For a live demonstration on How to Submit Timesheets, watch the below video:


Timesheets can be submitted directly by the assigned provider. Additionally, administrators have full access to generate and submit timesheets for all providers within the organization.

Admins can;

  1. Select a desired time frame (weekly, bi-weekly, or custom date range)

  2. Use pay periods configured under Settings → Payroll Setup

  3. Review pending entries

  4. Submit timesheets individually or in bulk

This ensures accurate payroll processing and timely billing within the required pay cycle.


Steps to Generate and Manage Provider Timesheets

  1. Go to Payroll

  2. Click on the Timesheets tab. You will be directed to the Timesheets page, where you can manage timesheets for all providers.

  3. Select Generate Timesheets By from the dropdown.

  4. Choose from:

    1. Pay Period - configured under Settings > Payroll Setup.

    2. Sessions Rendered Till Date - Generates all completed sessions up to the selected date.

  5. Sort by desired sort filters from below options and Click Go to generate data;

    1. Choose the Payroll Year

    2. Select the Payroll Period you want to manage

    3. Select the provider(s) Individual selection or Bulk select

    4. Filter by Region, if you have multiple regions setup.

    5. Filter by Status, if you want to view Submitted or Non Submitted timesheets.

  6. Review Timesheet Table: Once generated, the data will appear in a table containing the following details:

    1. Day of the Week – Click on any day to filter sessions for that specific day

    2. Date – Service date

    3. Provider – Service provider name

    4. Patient – Client who attended the session

    5. Activity – Type of service provided

    6. Time In – Session start time

    7. Time Out – Session end time

    8. Hours – Total session duration

    9. Rate – Pay rate configured in the provider profile

    10. Mileage Rate – Mileage rate configured in provider profile (if applicable)

    11. Miles – Enter mileage if travel occurred

    12. Extra Amount – Add reimbursements or additional compensation

    13. Total – Total amount for the service

    14. Grand Total – Gross total including service amount, mileage, and extra amounts

    15. Submitted - The column will display “X” if the timesheet has not been submitted and “✓” once the timesheet is successfully submitted. 

  7. Download Timesheet Report

    Use the Download tray located in the top right corner to export the displayed timesheet report in CSV or PDF format.
  8. Manage Timesheets: Select timesheets using the checkbox next to each row. Then use the dropdown menu at the bottom to perform actions, Select desired option and click on Ok to finalize.

    1. Save Changes
      Available after editing table fields.

    2. Submit Timesheets
      Submit selected timesheets.
      When selected, the system will prompt you to:

      1. Submit only selected entries

      2. Submit all entries in the table

    3. Move to Unbillable
      Removes selected timesheets from billing calculations.
      To restore, navigate to Settings and retract.

    4. Submit to Integrated Payroll System
      Available if a payroll integration has been configured.

    5. Retract Timesheet
      When sessions are pulled into Timesheets, they become locked in the calendar.
      Retracting will unlock the session in the calendar for editing.


Integrations

Timesheets can also be connected to integrated payroll systems.
If you would like to enable an integration, please contact our support team.