Chapter 30: Payroll
Chapter Overview
What You'll Learn:
- How to open Payroll Summary
- How to filter unpaid/paid visit time
- How to Mark as Paid and export CSV
Path: Sidebar → Billing & revenue → Payroll → /dashboard/payroll
Page title: Payroll Summary
Billing-only: hidden from the sidebar.
Permission: view payroll (export / mark-paid are separate permissions).
Text-only. Comes after Payment Posting in the billing section of this manual.
What Payroll is: a visit-time summary for completed clinician visits (check-in → check-out minutes) plus a Paid / Unpaid flag. It is not a dollar payroll / rate engine.
30.1 What You See
Actions: Export CSV (export permission)
Filters:
- Search clinician...
- From / To (default range is about the last 30 days in the agency timezone)
- Payment: All / Unpaid / Paid
Branch scope: results follow the branch switcher in the top bar (not a filter on this page).
Columns:
- Name
- Total Visits / Unpaid Visits / Paid Visits (as shown for the view)
- Total Visit Time / Unpaid Visit Time / Paid Visit Time
- Actions — view detail, mark-paid control
30.2 Mark Visits Paid
- Open a clinician row (View visit detail).
- Select visits as needed.
- Use Mark selected as paid / Mark as Paid (confirm in Confirm Payment).
- Or use Pay all unpaid for that clinician in the current date range.
- Reverse with Mark selected as unpaid / Mark as Unpaid (Reverse Payment) when correcting.
From the summary row you can also mark all unpaid visits for that clinician in the date range.
Status chips: Paid / Unpaid
Detail columns typically include Visit Date, Visit, Patient, MRN, Visit Time, Status.
Empty: No completed visits found for the selected filters.
30.3 Export
Export CSV downloads the payroll summary for the current filters (requires export permission).
30.4 Access Notes
- Available in sandbox (unlike Claims Center / Payment Posting).
- Hidden from billing-only sidebar.
- Only Completed visits with both check-in and check-out and an assigned clinician are counted.
30.5 Quick Checklist
- Correct branch selected in the top bar
- Date range correct
- Unpaid queue worked
- Mark as Paid confirmed
- CSV exported for finance if needed
Previous: Chapter 29: Payment Posting
Next: Chapter 31: Reports & Analytics