Skip to Main Content
WebABA P&G Ideas Portal
Status Future consideration
Categories Reporting
Created by Benjamin Chouinard
Created on Dec 21, 2023

Pass Non-Client events to Payroll Report by having statuses just like appointments

Non-Client, non insurance billable events are not passing to payroll report unless you select "all" as the appointment status and then filter by the non-client service types. These events are not marked as exempt from payroll and are set to use the DEFAULT payroll code but do not show up on any reports. It would be helpful to have non-client events utilize the same status variables as client events so that these services can be scheduled in advance and flow into the payroll report the same way. We only want to issue payroll for Kept appointments and would like to be able to track the data over time for non-attended meetings.

  • Attach files