Practitioner Payouts

Select a pay period

Set the period that every tab reports on.

1. Make sure the Custom Range button is not highlighted, then click Previous or Next to step one pay period back or forward.
2. Click Current at any time to jump back to the live pay period.
3. Read the grey Period: / Pay Date: box to confirm which period is shown — all tabs update to match.
4. To use your own dates, click Custom Range, then click the Pick a date range button and choose a start date and end date in the two-month calendar.

💡 Tip: Toggle Include salaried practitioners to add salaried staff (they show a Salaried badge instead of a payout). Every tab follows the period and toggle you set in the header.

Explore the Overview dashboard

Get period analytics at a glance.

1. Click the Overview tab.
2. Review the four KPI cards: Current Period, Total Revenue, Practitioners, and YTD Commission.
3. Check the Commission Status bar, Grace Period Alerts (shows "All Clear" when there are no issues), and Top Performers.
4. In the Revenue Breakdown card, click the Services or Supplements row to open a side panel listing every transaction; close it with the X.

Review the Payouts table

1. Click the Payouts tab and read the four summary cards: Total Net Payout, Total Revenue, Return Clawbacks, and Practitioners.
2. In the Practitioner Payouts table, scan the columns and hover any Revenue figure to see its split into Services, Supplements, and Therapies.
3. Click a column header (e.g. Net Payout or Revenue) to sort — first click ascending, second descending, third clears it.
4. Read the totals strip below the table for the Gross Commission and Net Payout sums.

💡 Tip: The table opens sorted by Net Payout, highest first. The Clawbacks and Adjustments columns are not sortable.

View a practitioner's commission detail

1. On the Payouts tab, click anywhere on a practitioner's row, or use the ⋯ menu in the Actions column and choose View Details.
2. In the panel that slides in, read the summary cards: Gross Commission, Return Clawbacks, and Net Payout.
3. Switch between the inner tabs — Services, Suppl., Therapy, Referrals, Other — to see each category's line items (the Other tab holds Gratuities and Return Clawbacks).
4. Check the footer for Commission Type and Current Rate, then close with the X.

💡 Tip: Approve appears only on "Pending Approval" rows and is not wired up in this version — clicking it has no effect.

View a practitioner's statement

Read one practitioner's full commission statement and filter it by day.

1. Click the Statement tab.
2. Next to Select Practitioner:, open the dropdown and choose a name (salaried staff are marked "(Salaried)").
3. Read the Payment Summary card, the Revenue Breakdown table, and the Transaction Details table.
4. To focus on specific days, click any row in the Daily Commission Summary — a checkmark appears and Transaction Details shows only those days.
5. Click Clear at the top-right of the Daily Commission Summary to remove all day filters.

💡 Tip: The Download, Print, Approve Statement, and Dispute buttons are not wired up in this version — to export figures, use the PDF / CSV buttons instead.

Export a daily commission report

1. On the Statement tab, select the practitioner and pay period you want.
2. In the Daily Commission Summary card, click PDF to open a printable daily report, or CSV to download a spreadsheet of the daily totals.

Reassign a product sale to another practitioner

Move a product sale's commission to a different practitioner.

1. On the Statement tab, select the practitioner who currently holds the sale (you can also start from the Supplements Revenue Detail panel on the Overview tab).
2. In Transaction Details, find a supplement line, click its ⋯ menu, and choose Reassign to Another Practitioner.
3. In the Reassign Product Sale dialog, review the product, quantity, margin, and patient shown at the top.
4. Open the Reassign to dropdown and pick the new practitioner, then type a required note in Reason for reassignment (recorded in the audit trail) and click Reassign.
5. Confirm the change by the amber refresh icon on the line — hover it to see who it was reassigned from, by whom, and the reason.

💡 Tip: There is no success toast — confirm the change via the amber refresh icon. Quick-sale supplement lines and house-account sales cannot be reassigned (no ⋯ menu appears on those rows).