🚨 Important: This process is not the best workflow for managing payment allocations (we are currently in the process of updating this article). We recommend using the 'Monthly Accounts' report to calculate practitioner pay.
Which report should I use to pay associates?
If you are a practice manager, we recommend using the 'Monthly Accounts' report to work out what you owe your associates each month (this is the best report to use, rather than the 'Payment Allocation Totals' report).
In addition to breaking down by charge type, the 'Monthly Accounts' report gives you a breakdown per practitioner for treatments charged/paid for within your selected month.
In Dentally, go to the 'Reports' section using the left-hand toolbar.
In the 'Financial' section, open the 'Monthly Accounts' report.
Use the 'Month' dropdown at the top to select the relevant time period.
Scroll down to the 'Totals by practitioner' section.
You can use the 'Net payments' column as a basis for each practitioner's pay calculation. This figure includes all payments charged by that practitioner during the selected month, and accounts for any adjustments such as corrections, deposits used or refunds issued that month.
Using the 'Monthly Accounts' report to calculate practitioner pay ensures that you do not pay practitioners for deposits taken until the work has actually been performed, and it factors in corrections and adjustments automatically. Once the month end has passed, the numbers in the report are fixed and will not change.
Find out more about using the 'Monthly Accounts' for a variety of accounting actions in our dedicated article here.