Client refund affecting Provider pay
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Hello,

We have a client that overpaid in the previous month. Her balance shows the amount by which she overpaid. We wish to refund her this amount via check. What I need to know is whether or not the client's provider was already paid for this amount. If so, I need to subtract the provider's split from provider's next pay check. Since the amount we want to refund was not applied to a session, is it included in the provider's "collected" amount for that period?

Thanks so much!

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    Paige

    Hello Brian, 

     

    I'm happy to provide some insight here. 

     

    If this overpayment amount has not been allocated to invoices, then this clinician has not yet been paid for this amount and it is not included in their collected totals. This amount is likely showing in the Unallocated Payments and Credits section of the Income Received Report as a credit amount. This amount would have continued to pay out as additional sessions and invoices occurred, but if you refund it first, this amount will not be counted toward this clinician's payroll. 

     

    Let us know if you have any additional questions regarding clinicians' payroll, we're happy to help.

    Hello Brian, 

     

    I'm happy to provide some insight here. 

     

    If this overpayment amount has not been allocated to invoices, then this clinician has not yet been paid for this amount and it is not included in their collected totals. This amount is likely showing in the Unallocated Payments and Credits section of the Income Received Report as a credit amount. This amount would have continued to pay out as additional sessions and invoices occurred, but if you refund it first, this amount will not be counted toward this clinician's payroll. 

     

    Let us know if you have any additional questions regarding clinicians' payroll, we're happy to help.