Provider timesheets are generated in the Payroll module once an appointment is rendered in TherapyPM. Click here to read the article on how to submit timesheets in TherapyPM.
Once the timesheet is submitted, it will have a Green Tick icon under the Submitted column in the table. The timesheet will move to the Payroll Processing module.
Appointments linked to submitted timesheets in the List View will display a Grey Lock icon, indicating they are locked and cannot be edited in the Edit Appointment screen.
- To retract the submitted timesheet, click the Timesheet(s) option under the Payroll tab in the left navigation.
- In the Timesheet(s) Submission screen, use the filters and click the Go button to generate the timesheets in the table.
- Identify the submitted timesheets with the Green Tick icon under the Submitted column in the data table.
- Select the submitted timesheets using the checkbox in the table. Then, select the Retract Timesheet option in the drop-down list. Click the Go button. A pop-up "Delete Timesheets!" will appear.
- Complete the selection and click the Proceed button to retract the selected timesheets. The retracted timesheet will be removed from the timesheet submission module.
Note:Appointments linked to retracted timesheets in the List View will display a Turquoise Unlock icon, indicating they are unlocked and can be edited in the Edit Appointment screen.