Hi ​@RobertC Thanks for reaching out to us! We are currently recommending clinics look to use the newly-launched Monthly Accounts report to directly calculate practitioner monthly, along with a host of other advantages.

You can check out this help article here which will step you through a little more : https://help.dentally.com/en/articles/10531548-how-to-use-the-monthly-accounts-report

Previously we were recommending Payment Allocations/Totals for calculating practitioner pay rather than the Practitioner Allocations report as this uses the invoice date rather than the allocation date, which is potentially where some of your errors may have been coming from?

The Monthly Accounts report reports on the same logic as the Payment Allocations/Totals so ‘net pay’ should match.

Hope this helps!

Hi  @Lauren Farquharson Rosaroll Lauren . I have looked into the report today. The one thing we find difficult is not being able to see whats behind the amounts. Practitioners also want to see a breakdown or a detailed list in some cases and it would be good to provide that.

If I understand this correctly, if a payment is not linked to an invoice it will affect the amounts shown. We have had cases like this and we were fixing them when doing the wages. 

Does this mean all allocations need to be sorted first and then the report used?

Thank you,

Yes, I would suggest so. I would also recommend looking to the Payment Allocations report which will give a more detailed breakdown of work conducted and what money has been received from such: https://help.dentally.com/en/articles/5783030-how-to-use-the-payment-allocations-report

Bear in mind this report can also be exported if practitioners do want a more ‘full’ breakdown.

I’m sure you are aware but you can also set up Dentally to automatically allocate/assign invoice payments if this method is preferred? https://help.dentally.com/en/articles/4660518-how-to-use-automatic-allocations-of-payments May avoid some manual allocation here…

Kindest,

Lauren

As a mixed NHS / private practice, we only pay our associates for their NHS work by taking the figures from Compass as this will be the most reliable source.  If for any reason there are claim errors etc then better you pay your associate based on compass otherwise you will be leaking money for not reconciling.

For private treatments or private patients we use a combination of the practitioner report and the payment allocation report.