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.

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.