The Practitioner Income Report calculates a practitioner's income within a specified period for each practice location.
This report can be used to calculate practitioner payments based on received amounts, invoiced amounts, or paid invoices. It also includes Lab Fees, giving practices greater visibility into each practitioner's associated laboratory costs.
Accessing the Practitioner Income Report
The Practitioner Income Report can be found under Reporting in the main menu.
Set the date range by selecting a predefined range or entering a custom date range.
Select the Practice.
Choose an option from the Calculate Income field.
Viewing Practitioner Income
Click on a practitioner's name to view the individual invoices and transactions that contribute to their totals.
The report includes the following sections:
Shared Transactions – Transactions from invoices with more than one recipient (such as practitioners, products, or deposits).
General Transactions – Transactions from invoices with only one recipient.
Lab Fees – Total laboratory costs attributed to the practitioner for the selected reporting period.
Click Back to return to the practitioner list.
Calculating a Practitioner's Pay
Calculating a Practitioner’s Payment
To calculate the total amount payable to a practitioner:
In the Shared Transactions section, select By Transaction Date from the dropdown menu.
Locate the Practitioner’s Proportion total for each practitioner. This amount is calculated using:
Payments Received
Account Credits Used
The Practitioner’s Proportion represents the total amount payable to the practitioner for the selected period.
Optional: If lab fees are deducted from practitioner payments, use the Lab Fees column to identify the amount to deduct from the practitioner’s total payment.
Note: Lab Fees are displayed separately to provide visibility into laboratory costs. Practices can use this figure when determining each practitioner's net earnings or cost of production.
Viewing Lab Fees
The Lab Fees column displays the total laboratory spend attributed to each practitioner for the selected reporting period.
Click a practitioner's row to open the Lab Fees breakdown, which includes:
Date
Patient
Laboratory
Job Type
Cost
The Lab Fees breakdown can be exported to CSV for further analysis.
Choosing How Lab Fees Are Reported
You can choose which date determines when a lab fee is included in the Practitioner Income Report.
To configure this setting:
Go to Settings.
Select Brand Settings.
Navigate to Accounting > Practitioner Income.
Choose one of the following attribution methods:
Sent Date – The date the lab job was sent to the laboratory.
Received Date – The date the completed job was returned from the laboratory.
Issued Date (Default) – The date the lab job was issued to the patient.
Changes take effect the next time the report is loaded. Historical lab jobs are automatically included using the selected attribution method.
Practitioner Permissions
Practitioners can be granted access to the Practitioner Income Report while restricting them to viewing only their own information.
To enable this permission:
Go to Settings.
Open Roles.
Select the appropriate Practitioner role.
Enable User can view only their own data in the Practitioner's Income report.
When enabled, practitioners can access the Practitioner Income Report but will only see their own income and associated data.
Note: Existing Practitioner Income permissions are not changed automatically. Current access remains unchanged until this permission is configured.