> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Provider Performance
> Review provider earnings, track individual activity, and monitor staff productivity.
**Where to find it:** Go to **Analytics** and select **Provider Earnings Report** or **Provider Activity** from the dashboard picker.
These dashboards help you understand what your providers are doing and earning:
* **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](/modules/analytics/appointments).
***
## 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](/guides/cash-vs-accrual#when-cash-and-accrual-credit-different-providers) for the details.
### What the Numbers Mean
Each row represents a staff member, with their financial activity broken down into columns:
| Column | What it means |
| ------------------------ | ---------------------------------------------------------------------------------------------------------- |
| **Total Sold** | Gross sales amount -- the total value of everything they sold (price times quantity) before any deductions |
| **Discounts** | Total discounts given on their sales |
| **Tips** | Tips received from patients |
| **Void + Adjustments** | Charges that were voided or manually adjusted (money that was originally charged but then removed) |
| **Taxes** | Tax amount collected on their sales |
| **Outstanding Balances** | Amounts still owed by patients on their charges |
| **Refunds** | Total refunds issued on their sales |
| **Total** | The calculated total: Total Sold - Discounts + Tips - Voids - Taxes + Outstanding - Refunds |
**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?
| Setting | Value |
| -------------- | -------------------------------------------------------- |
| **Date Range** | The pay period (e.g., last 2 weeks) |
| **Columns** | Hide columns that aren't part of your commission formula |
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
| Filter | What it does |
| ------------------ | ---------------------------------------------------------------------- |
| **Providers** | Show only selected providers |
| **Locations** | Show only earnings from selected locations |
| **Provider Names** | Search by provider name |
| **Promotion** | Show only earnings from charges where a specific promotion was applied |
### Grouping Options
| Group by | What it shows |
| ------------ | ------------------------------------------ |
| **Location** | Provider totals grouped by clinic location |
| **Date** | Provider totals grouped by day |
***
## 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
| Activity | What it represents |
| --------------------- | --------------------------------------------------------- |
| **Charge** | A charge was created for a patient |
| **Payment** | A payment was received |
| **Insurance Payment** | An insurance payment was processed |
| **Quote** | A quote was created for a patient |
| **Note** | A clinical note was written |
| **Quick Note** | A quick note was added to a patient's chart |
| **Membership** | A patient was enrolled in a membership |
| **Measurement** | A measurement was recorded (weight, blood pressure, etc.) |
| **Patient Credit** | A credit was applied to a patient's account |
| **Inventory Log** | An inventory update was made |
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](#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
| Filter | What it does |
| ------------------ | ---------------------------------------------------------------------- |
| **Locations** | Show only activity at selected locations |
| **Providers** | Show only activity for selected providers |
| **Activity Types** | Show only specific types of activity (e.g., only Charges and Payments) |
### Grouping Options
| Group by | What it shows |
| ----------------- | -------------------------------------------------------------------------------- |
| **Provider** | All activity grouped by provider |
| **Activity Type** | All activity grouped by type (all charges together, all payments together, etc.) |
***
## 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.
This tab shows how much time each provider spent with patients, day by day. Each row is one provider on one day, with the total hours they spent in appointments that day.
### 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
| Column | What it shows |
| --------------------- | ------------------------------------------------------- |
| **Provider** | Provider name |
| **Day** | The calendar day the appointment time falls on |
| **Appointment Hours** | Total hours the provider spent in appointments that day |
### Filters
| Filter | What it does |
| ------------- | -------------------------------------------------------------------------------------------------------------------- |
| **Providers** | Show only selected providers |
| **Locations** | Inherited from the Appointment Dashboard's location filter -- the tab respects whatever locations are selected there |
### Grouping Options
| Group by | What it shows |
| --------------- | ----------------------------------------------------------------------------- |
| **Provider** | Each provider's daily hours grouped together, with a total per provider |
| **Day** | Every provider's hours for a given day grouped together, with a total per day |
| **No Grouping** | A flat list of every provider-and-day combination |
### 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.
The Note Analytics dashboard tracks clinical note volume, showing how many notes each provider creates and whether they're using AI Scribe or writing notes manually.
### Columns
| Column | What it shows |
| -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Provider** | Provider name (click to open a detail panel listing their individual notes) |
| **Total Notes** | Number of notes created in the selected period |
| **Unique Patients** | Number of distinct patients with notes |
| **Unique Locations** | Number of locations where notes were created |
| **Note Duration** | Total recording time for notes in the selected period. If a note is duplicated, the shared recording time is counted once in each matching row or summary. |
| **First Note** | Date of the earliest note in the period |
| **Last Note** | Date of the most recent note in the period |
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.
### Filters and Grouping
**Filters:** Locations, Providers.
**Group by:** Location, Date, Week, or Month.