Where to find it: Go to Analytics and select Provider Earnings Report or Provider Activity from the dashboard picker.
- Provider Earnings Report — A financial summary showing sales, tips, discounts, refunds, and total earnings for each staff member.
- Provider Activity — A combined feed of everything each provider has done across the platform: charges created, payments received, notes written, memberships enrolled, and more.
- Provider Appointment Hours — How many hours each provider spent in appointments, broken down by day. This lives as the Provider Hours tab inside the Appointment Dashboard.
Provider Earnings Report
This report can be viewed on either a Cash or Accrual basis. Cash credits the provider who sold the item (a package, a membership); Accrual credits the provider who delivered each redemption. The two views can paint very different pictures of provider performance — see Cash vs. Accrual Accounting for the details.
What the Numbers Mean
Each row represents a staff member, with their financial activity broken down into columns:The Total column adjusts to what you see. If you hide certain columns (like Taxes or Tips), the Total recalculates based on only the visible columns. This lets you build the earnings formula that makes sense for your clinic’s commission structure.
Include Patient Credit
By default, the report does not count patient credit redemptions toward provider earnings. Patient credit is treated as drawing down a previously-funded balance, not new revenue, so a charge paid entirely with patient credit shows $0 in the provider’s totals. Turn on Include patient credit at the top of the report to treat patient credit like any other payment method. The full charge amount then flows into the provider’s totals — useful when commissions are paid on what the provider sold regardless of how the patient paid.View a Provider’s Detailed Breakdown
Click any provider name in the table to open a detail panel. This shows the individual transactions that make up their totals — every charge, every payment, every refund. Use this when you need to understand exactly where a provider’s numbers come from or when a provider has questions about their earnings.Commonly Asked Questions
How do I calculate commissions?
The Total column automatically recalculates based on only the visible columns. For example, if commissions are based on Total Sold minus Discounts, hide Tips, Taxes, Voids, Outstanding, and Refunds — the Total will show exactly Total Sold - Discounts. Export the result to calculate commission amounts.
Filters
Grouping Options
Provider Activity
The Provider Activity dashboard is a chronological feed that shows everything a provider has done across the platform. Unlike the Earnings Report (which focuses on money), this shows all activity types.Activity Types Tracked
Click any entry in the Type column to go directly to the source record. For example, clicking a Note entry opens that note, and clicking a Charge entry opens the charge details. Links are available for charges, payments, insurance payments, quotes, notes, and memberships.
Commonly Asked Questions
Are providers using AI Scribe?
This isn’t on the Provider Activity dashboard — go to Note Analytics instead. Use the note type filter at the top to switch between AI and Manual notes to see which providers have adopted AI Scribe and how it affects their note volume.Filters
Grouping Options
Provider Appointment Hours
Where to find it: Go to Analytics, open the Appointment Dashboard, and select the Provider Hours tab. It uses the same date range as the rest of the Appointment Dashboard.
How the Hours Are Counted
The hours come from the service time booked on the calendar — the part of an appointment where a provider is assigned to a service. If a provider has two appointments on the same day, their times are added together for that day. Only appointments where the provider was expected to be with the patient are counted. Completed, confirmed, and upcoming appointments all count for the selected dates. Cancelled appointments and no-shows are left out, since no time was actually spent, and so are slots that are only being held while an online booking fee is still unpaid. Each day is counted in your clinic’s local time zone, so a late-evening appointment stays on the day it appears on your calendar.Columns
Filters
Grouping Options
Export
Use the Export button to download the results as a CSV or Excel file — one row per provider per day. This is handy for payroll, staffing reviews, or sharing hours with a provider.Note Analytics
Where to find it: Go to Analytics and select Note Analytics from the dashboard picker.
Columns
Use the note type filter at the top to switch between All, AI, or Manual notes. This helps you see which providers are using AI Scribe and how it’s affecting their note volume. Use Note Duration with Total Notes to understand both note volume and the amount of recorded visit time.