Setting Commission Parameters

To set up commission classes, perform the following steps:

  1. Open the Commission Calculation and Reporting window. For more information, go to Opening the Commission Calculation and Reporting Window.
  2. Select Calculate Commission from the Action drop-down menu.
  3. Click Commission Setup.

    The Commission Setup window opens.

  4. Select the Commission Calculation Options, as needed.
    1. Select the Calculate Commissions only on Fee Slip Line Items with no Charges to Insurance check box if commission is not to be calculated on items with partial or full charges to an insurance company.
    2. Select the Calculate Commissions Net of Returns check box if commission is to be calculated taking into account returned products. Unchecked means a commission is calculated whether or not the product is returned.
  5. Select a Commission Eligibility option.
    • Select the Patient portion is paid in full radio button if the commission should be calculated after the patient has paid their portion in full. If a copay is paid in full, and there are no other patient charges, the commission is calculated.
    • Select the Both patient and insurance portions are paid in full radio button to calculate commission after the entire fee slip amount owed is paid in full.
    • Select the The fee slip is recorded (no payment is required) radio button if the commission should be calculated upon recording the fee slip whether payment is made or not.
  6. Select the Commissionable Amount Reductions check boxes as needed:
    1. Patient Discounts and Package Discounts (reduces the commissionable amount by these discounts)
    2. Insurance Discounts Before and After Allotments (reduces the commissionable amount by these discounts)
    3. Amount Charged to Insurance (reduces the commissionable amount by the amount charged to insurance)
    4. Dispensing Fees (reduces the commissionable amount by the amount charged in dispensing fees)
    5. Handwritten Items (reduces the commissionable amount by the amount charged for items manually typed on the fee slip)
      6. The Dispensing Fees and Handwritten Items check boxes do not affect the commission calculations for providers who have a commission override set up in the Resource Setup window.
    6. Select the Patient Insurance Co-Pay Amount (reduces the commissionable amount by the copay amount)
  7. In the Other Adjustment Types list box, select and click the right arrow or double-click the adjustment types that should be excluded from the commissionable amounts.
  8. Click OK to save your changes.