From the provider’s account, Admin could manage the financials of provider and how will his/her fees be calculated depending on  required parameters exist in the provider’s Fees tab.

There are 2 methods that the provider fees could be calculated based on them; The (Payment) method or the (Fees) method. Payment method mainly depends on the actual payment done by patient while the Fees method depends on the fees set for the procedures in the price list.

– Payment Method is available for clinics that use Only the Procedure Ledger type. For more information, Check:  Provider Fees based on Payment.

– Fees Method is available for clinics that use either the Open Ledger type or the Procedure Ledger type.
For more information, Check:  Provider Fees based on Fees.

To Manage the provider’s Fees, Follow the following:

• Press on your name at the upper right side and select “Settings”.
  
  
• Expand “Resources” menu and Select “Provider”.
• Select the required provider from the ‘Provider’ grid view and Press the “View” icon.
  
• New Page “Edit Provider” opens; Select the (Fees) tab.
• (Fees) tab contains a grid view that have all of the defined procedures with their categories in order to give the user ability to set the required values for each procedure.
  Fees table contains the following:
• ‘Expand’ Icon: Column that enables user to expand and collapse list of procedures included in each of the existing categories.
• List of procedures included in the selected category opened with the procedure’s info and same columns that manage the provider’s financials, Columns of procedures table are:
  — ADA Code: Code of procedure. Column has a filter icon to enable user to search on a specific procedure.
  — Procedure: Name of procedure. Column has a filter icon to enable user to search on a specific procedure.
  — Percentage, Method, Cost, Lab Cost and Adjustment are the same columns as in the Fees table.
• Press the “Collapse” button, then the (Procedures table) closes.
• Check Boxes column: Enables user to tick the check box for the procedure or category of procedures that will manage it’s prices. Once a check box is ticked then the fields in the table’s footer become enabled.

  — User has the ability to check the parent check box then all check boxes becomes ticked and work on all procedures at the same time.

• Begin Procedure: Column that displays the ADA Code of procedure that’s the first one in the selected category.
  
• End Procedure: Column that displays the ADA Code of procedure that’s the last one in the selected category.
  
• Category: Is the name of procedure categories .
• Type: Column to add the required type Percentage or Fixed Amount) that the provider’s fees will be calculated depending on it.
• Value: Column that has the value of the fees.
• Method: Column that displays the method selected for the provider to calculate his/her fess either based on (Procedure Fees or Actual Payment).
• Cost: Check box that’s Not ticked by default.
  – If Cost Check box is ticked then that means the (Cost) of procedure will be taken in consideration while calculating the provider’s fees.
  – If Cost Check box is Not ticked then that means the (Cost) of procedure will Not be taken in consideration while calculating the provider’s fees.
• Lab Cost: Check box that’s Not ticked by default.
  – If Lab Cost Check box is ticked then that means the (Cost) of Lab cases performed for patients will be taken in consideration while calculating the provider’s fees.
  – If Lab Cost Check box is Not ticked then that means the (Cost) of Lab cases performed for patients will Not be taken in consideration while calculating the provider’s fees.
• Adjustment: Check box that’s Not ticked by default.
  – If Adjustment Check box is ticked then that means any (Adjustment) transaction including (Addition, Discount, or Payback) will be taken in consideration while calculating the provider’s fees.
  – If Adjustment Check box is Not ticked then that means any (Adjustment) transaction including (Addition, Discount, or Payback) will Not be taken in consideration while calculating the provider’s fees.
• >> Note that the (Adjustment) is only available to be considered in provider’s fees for the clinics that work by the Procedure Ledger Type. For the Open Ledger; (Adjustment) check boxes are not allowed for usage. 
• Table’s Footer: Contains the following:
  – Drop down menu to select the method required that could be: (Fees or Payment). Default Selection is: Fees.
  
  >> Note that if you are using the Open Ledger Type then only one method (Fees) is available for you.
  – Amount Numeric box to insert the required value (Percentage) and then press the ‘Apply’ button.
  – Check box for the (Cost), (Lab Cost) and (Adjustment) to select if any of them is taken in consideration while calculating provider’s Fees or not.
• All of these settings for how the provider will be paid are reflected in the (Provider Fees) Report in Analytics module. For more information about report, Check: Analytics; Provider Fees Report.
• And for more information about managing provider’s fees depending on different methods, Check:
  – Provider Fees based on Payment.
  – Provider Fees based on Fees.