Payroll Data Export Report, 'Show Items Already Paid Out to Therapists'

Question

Hi,

I am trying to streamline my payroll process* and figure out how to most effeciently use Theranest reports to help. I am looking at the Payroll Data Export Report report, and want to know how the 'Show Items Already Paid Out to Therapists' check is used. Namely, how do I note what has been paid out, so it won’t repeat in the report?

If there are other reports or processes that can effeciently capture what has been paid out, and what hasn’t been paid out, please let me know!

thanks!

*our current payroll process is that we pay out when an invoice is fully paid by running ‘Daily Billing’ report to see what has been fully paid, and cross reference it with a log of kept appointments. This is cumbersome (but thorough) - looking for a way to make it a faster process, but not double pay for collected payments!

LVS · Accepted Answer

Hi! Great question — based on your workflow, the Payroll by Rendering Provider Report is the best report to use for payroll.

✅ Why this report works

It only shows payments that have actually been collected
It ties payments to the rendering therapist and date of service
Unpaid or unapplied payments are excluded
It’s designed specifically for payroll, so you don’t need to cross‑reference appointments or Daily Billing

This should replace your current process of running Daily Billing and checking a separate appointment log.

✅ About “Show Items Already Paid Out to Therapists”

This checkbox works with the manual “Paid” tracking in the report.

After you pay therapists, an admin needs to mark those items as Paid Out in the report.
On future payroll runs:
- Unchecked → shows only unpaid items (recommended)
- Checked → includes items already paid (for review/audits)

If items aren’t marked as paid, the checkbox won’t change the report.

✅ Simple payroll workflow

Run Payroll by Rendering Provider
Set the Transaction Date Range (date the payment was accepted)
Pay therapists
Mark the items as Paid Out
Next payroll run → leave “Show Items Already Paid Out” unchecked

⚠️ Tip: Be careful using Mark All — it marks everything in the report as paid.

CCC · Answer

Thanks so much for the detailed reply! I will be diving in to take a look and see if I can replace my current work flow.all the best,

Payroll Data Export Report, 'Show Items Already Paid Out to Therapists'

✅ Why this report works

✅ About “Show Items Already Paid Out to Therapists”

✅ Simple payroll workflow

2 replies

✅ Why this report works

✅ About “Show Items Already Paid Out to Therapists”

✅ Simple payroll workflow

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✅ Why this report works

✅ About “Show Items Already Paid Out to Therapists”

✅ Simple payroll workflow

✅ Why this report works

✅ About “Show Items Already Paid Out to Therapists”

✅ Simple payroll workflow

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