Why do this?
This feature, which tracks total compensation to providers, allows customers to:
Report on total compensation records, filtering by contract, provider(s), and/or time period.
Add, edit, and delete tracking records for contracts.
Configure alert notifications for when the total compensation paid is approaching or exceeding the set maximum.
Who can do this?
Admins can set-up and view total compensation tracking records for specified tracking periods and any combination of Timesheet Reporters associated with the contract.
Timesheet participants can view the total compensation records on the timesheet.
Where can you do this?
Max compensation tracking records can be added in the Create Maximum Compensation Tracking Record modal, accessible by clicking Add Maximum Compensation Tracking Record on the Timesheets tab on the contract summary page.
Max compensation tracking records can be edited in the Edit Maximum Compensation Tracking Record modal, accessible by clicking the record on the Compensation tab on the contract summary page.
How to Add a Max Compensation Tracking Record
Go to the contract summary page, then open the Timesheets tab.
Click Add Maximum Compensation Tracking Record.
In the modal, enter or select the field values.
Optional: Include initial compensation.
For customers migrating from symplr MediTract TERMS, this is the compensation earned prior to migrating to symplr Contract. If entered, it is added to the total compensation for the first record created.
Maximum Compensation Tracking Period
Timesheet (will prompt you to select Timesheet Configuration)
Weekly (will prompt you to select Tracking Start Date and Tracking End Date)
Bi-weekly (will prompt you to select Tracking Start Date and Tracking End Date)
Monthly (will prompt you to select Tracking Start Date and Tracking End Date)
Annually (will prompt you to select Tracking Start Date and Tracking End Date)
Custom Dates (will prompt you to select Tracking Start Date and Tracking End Date)
If you select more than one Timesheet Reporter, the total compensation tracked will be cumulative for all selected Timesheet Reporters.
Optional: Maximum Compensation Allowed
Optional: Approaching Maximum Compensation Threshold Alert
Select Fixed (default) or Percent.
Enter the dollar amount or percent that will trigger the alert.
Tracking Record Name
The Tracking Record Name must be unique. The name will default to the selected Maximum Compensation Tracking Period and the name of the Timesheet Reporter on the selected Timesheet Configuration, for example: Weekly – Zoe Smith
Optional: Enter any notes.
The record will appear in the compensation table.
How to Edit a Max Compensation Tracking Record
In the Compensation table, click on the record you want to edit.
In the modal, edit any of the following fields as needed:
Include Initial Compensation
Maximum Compensation Allowed
When finished, click Save.
To exit without saving changes, click Cancel.
How to Delete a Max Compensation Tracking Record
In the Compensation table, click on the record you want to delete.
In the edit modal, click Delete.
In the confirmation modal, click Delete.
To exit without deleting the record, click Cancel, then click Cancel in the edit modal.
Admin users can report on Maximum Compensation Allowed.
The Maximum Compensation Allowed field only shows a value if the maximum compensation allowed is set for timesheets.
If there are multiple Maximum Compensation Allowed records for the same timesheet, then the lesser value will be shown.