Income Report FAQ

Need help understanding your PracticeQ Income Report? We’ve answered the most common questions to guide you.

How is the Income Report organized?

  • The Income Report is separated by Practitioner and Date Range. 
  • It is not sortable by location or services.

Does the Income Report separate client payments and insurance payments?

  • Yes! Client payments appear in the Client Income section.
  • Insurance payments display in the Insurance Income section.

What is the difference between Processed Payments and Offline Payments?

  • Processed payments are credit/debit/ACH payments entered in PracticeQ via an integrated payment processor, such as PracticeQ Payments.
  • Offline payments are cash/check payments entered in PracticeQ manually, as well as credit/debit/ACH payments entered manually if your practice is not integrated with a payment processor.

What is an adjustment?

  • An adjustment is a positive or negative entry regarding an invoice or insurance claim from a previous pay period.

Where can I find the details about my adjustments?

**You can only view adjustment details for the current or last pay period. Make sure to download adjustment reports at the end of each pay period.

  • Open the Income Report and select the Practitioner.
  • In the Period field, select Last Pay Period or Current Pay Period.
  • Click Generate.
  • Scroll down to the Adjustments heading and click the blue total for either Invoice Adjustments or Insurance Adjustments. 
  • A detailed report will open.

Which tab is better for figuring out what I should pay my practitioners - the Income tab or the Pay Periods tab?

  • We recommend using the Pay Period tab to determine pay, because it includes adjustments. 
  • Adjustments show you what is truly owed to your practitioners, and what they owe to the practice.

Why are the amounts different when I pull a Pay Period and the Income Report for the same time period?

  • This total is calculated by adding and subtracting all the figures in in the entire report, including the Adjustments.

How is the Total Income number at the bottom of the report calculated?

  • This total is calculated by adding and subtracting all the figures in in the entire report, including the Adjustments.
  • However, if you click the Total Income link, you will see that the window that opens shows a total without Adjustments factored in.