Work sequence
Set the compensation period and type.
Set the date cycle and employees to be inspected, separating Doctor Fee, Assistant Fee, and sales credit to match the clinic's compensation method.
Check services and source items.
Open individual details to view related services, patients, and bills. Then compare with the service provider and the rate specified when using the course.
Review items that have changed status.
If transactions are adjusted or cancelled, check their latest status and details before summarising totals. An export created before the change should not be treated as the final balance.
Check completely before forwarding the payment summary.
The person in charge reviews totals and subtotals before forwarding them to the clinic's payment process. Salary payments and additional regulations outside of the system must be carried out using a team method.
Things that should be checked before continuing work.
Source of individual totals Items that change status and conditions that the responsible person must review before finalizing payment
Scope of the sample
The compensation model and items must be reviewed before finalizing payment according to the clinic's procedures. The example uses hypothetical data.
Frequently asked questions
Is the reported amount the approved payment amount?
Reports are used to review data. Approval and actual payment must go through the clinic's procedures.
What special cases should be checked before starting use?
Try a service with multiple assistants. percentage format Multiple use and items that change status To confirm the way of thinking with the team