Navigate Payouts

Access Payouts

• Hover over the Analytics icon and click on Payouts. The Payouts page opens.

Navigate Payouts Summary

1. Refresh Data: Click to refresh the report data, if applicable.
2. Download CSV: Click to download the report as a CSV file.
3. Filter: By default all payouts displays. To customize the start and end date, enter or select a specific date range.
   • To reset the report back to the default filters and sorting, click Reset Filters.
4. Columns:
   • To sort by ascending or descending, hover over the column header and click the arrow.
   • To unsort, pin, hide or manage columns, hover over the column header and click the more options icon.
5. Payout Summary:
   • Date: Displays the date the payout was made.
     • To view the payout details, click the date.
   • Bank Account: Displays the account type and the last four digits of the account number the payout was deposited to.
   • Trace ID: Displays the trace identifier (ID) of the payout.
     Note: Provide the bank the trace ID to troubleshoot issues (e.g., missing payment).
     • To copy the ID, hover over the Trace ID and click on the Trace ID. The Trace ID is copied to the clipboard.
   • Transactions: Displays the amount of transactions included in the payout.
   • Gross Charges: Displays the total transactions amount before fees.
   • Fees: Displays the amount of fees deducted from the gross charges (total transactions amount).
   • Net Payout: Displays the payout amount deposited into the practice's bank account.
6. Pagination: By default, each page displays up to 20 payouts.
   • To change how many payouts are displayed per page, click the Rows per page drop-down and select 10, 20, 50, or 100.
   • To navigate forward or back, click the arrows.

Navigate Payout Details

1. Click on a payout date. The Payout Detail page opens.
   1. Trace ID: Displays the trace identifier (ID) of the payout.
      Note: Provide the bank the trace ID to troubleshoot issues (e.g., missing payment).
   2. Payout Breakdown:
      • Total Amount Processed: Displays the sum of all transactions processed within the batch that was paid out.
      • Refunded: Displays the sum of all refunds issued within the batch.
      • Tebra Transactions Fees: Displays the sum of transaction processing fees for the batch that was paid out.
      • Additional Fees & Adjustments: Displays the sum of other fees and adjustments if applicable (e.g., chargebacks, change requests, etc.) Review the Pricing Policy to learn more about other fees.  
      • Total Payout: Displays the payout amount deposited into the practice's bank account after all fees, refunds, and adjustments.
   3. Payout Details:
      • Columns:
        • To sort by ascending or descending, hover over the column header and click the arrow.
        • To unsort, pin, hide or manage columns, hover over the column header and click the more options icon.
      • Date: Displays the date and time the transaction was made.
      • Type: Displays whether the transaction is a Sale (e.g., patient payment), refund, or adjustment.
      • ID: Displays the transaction identifier (ID) assigned by Tebra.
        Note: Provide Customer Care the transaction ID to troubleshoot issues (e.g., refund failed).
        • To copy the ID, hover over the ID and click on the ID. The ID is copied to the clipboard.
      • Card: Displays the payment card type and last 4 digits of the card used to complete the transaction.
      • Charged: Displays the transaction amount.
      • Fees: Displays the amount of processing fees deducted from the gross charges (total transactions amount).
      • Net: Displays the payout amount after fees are deducted.
   4. Pagination: By default, each page displays up to 20 payouts.
      • To change how many payouts are displayed per page, click the Rows per page drop-down and select 10, 20, 50, or 100.
      • To navigate forward or back, click the arrows.