Running a payout

A payout batch is one pay period’s calculation. You tell Track 2 Pay which service dates to cover; it applies your pay rules to everything eligible and tells you what each clinician is owed.

You will find these under Payouts.

Before you start

Two things should be true:

• your billing data for the period is imported and settled;
• you have at least one enabled payout condition.

If either is missing, you will get a payout with nothing in it, or one where everybody earns nothing.

Creating one

Click New Payout Batch.

Before the form, you may see one or two notices:

• a warning that some transactions still need a decision — these are stragglers the integrity check has found. You can go and resolve them now, or proceed and handle them next time. See integrity checks.
• an information notice that some transactions marked for batching will be included. These are stragglers you already decided to pay, and they will be swept in even though they fall before your start date. That is intended.

Then fill in:

• Description — what you will call this period. June 2026 Payouts, Week of June 15.
• Service Start Date and Service End Date — the range of session dates, not payment dates. Track 2 Pay suggests a start date that continues from where your last payout ended, which avoids both gaps and overlaps.

Click Create. It runs in the background with a progress bar; large periods take a moment.

Reading the result

The batch opens in Draft status.

The headline tiles

Tile	What it counts
Transactions	Sessions included
Providers	Clinicians being paid
Current Payments	Money collected on sessions inside this period
Past Payments	Money that arrived late on sessions from earlier periods
Payouts	Total owed to everybody

Current Payments and Past Payments are clickable — they filter the detail table below to one or the other.

The per-clinician table

One row per clinician: their session count, their current payments, their past payments and their total payout.

This is the table to check. You know your practice. Does the session count look right for each person? Is anybody unexpectedly high or low? Is somebody missing who should be there?

Click a payout amount and it copies to your clipboard, ready to paste straight into payroll.

The line items

Below that is every individual calculation: which Condition applied, the date of service, the session, the clinician, what was collected and what is owed.

Filter it by Condition, by Provider, or by Payment Type (Current or Past). Two icons on each row jump you to the rule that was applied, or to the transaction itself.

When a total looks wrong, this is where you find out why. Filter to that clinician, look at the Condition column, and you will usually see immediately that a rule you did not expect is winning.

Current and past payments

This distinction is worth understanding properly, because it is the thing spreadsheets get wrong.

Current payments are money on sessions dated inside this period. The ordinary case.

Past payments are money that has arrived since on sessions from a period you already paid. Insurance settling six weeks after the session is the classic example.

Track 2 Pay pays those out at the rate that applied when the session originally happened — not at today’s rate. If a clinician was on 50% in January and is on 60% now, January’s late insurance money still pays at 50%. That is correct: they were paid 50% for that work at the time, and the rest of that payment belongs to the same deal.

You do not have to do anything to make this happen. Import the updated billing data and the trailing amounts appear in the next payout automatically.

Fixing something

While a batch is in Draft you can change almost anything.

Wrong rate applied. Fix the payout condition — usually its position in the priority order — then come back and click Re-run. The whole batch recalculates against your current rules.

Wrong description. Click the pencil next to the title.

Wrong dates. Dates cannot be edited. Delete the batch and create a new one; nothing is lost, because nothing was committed.

Missing sessions. Import them, then Re-run.

Re-running is available on drafts only. It is not a limitation so much as the point: draft is the stage where you experiment, final is the stage where you have decided.

Finalizing

When the numbers are right, click Finalize. Two steps, because it is permanent.

Step one — publish or not. A tickbox, on by default, marked Publish snapshot. Leave it ticked and clinicians with a login can see their own totals. Untick it and the figures stay within your team. You cannot change this afterwards, so decide deliberately.

Step two — confirm. You are shown what will happen and asked to tick a box confirming you have checked, and that it cannot be undone. Then click Finalize.

What finalizing does

• Locks every amount. They will not change again.
• Marks every included session as batched — paid for — so no future payout picks it up a second time.
• Stores the rule and the rate used on each line, so the calculation stays explicable even if you rewrite your pay rules tomorrow.
• If published, makes each clinician’s own total visible to them.

What it prevents

• You cannot edit a finalized batch.
• You cannot delete it.
• You cannot re-run it.
• You cannot delete any payout condition it used.

There is no undo. If you are not certain, stay in draft. A draft batch can be re-run any number of times and deleted without trace. That is what it is for.

The statuses

Status	Meaning
Preparing	Still gathering and calculating; check back shortly
Draft	Calculated, editable, nothing committed
Final	Locked and permanent
Failed	Something went wrong while preparing

A Failed batch shows what went wrong and offers a button to view the transaction that caused it. Fix that transaction, then use Retry Preparing, or delete the batch and start again.

Good habits

Keep a regular rhythm. Weekly, every two weeks, monthly — whatever suits, but the same every time. Gaps between periods are where sessions get missed.

Let the suggested start date do its job. It picks up the day after your last period ended, which is how you avoid paying the same session twice or skipping a day.

Clear the integrity checks first. Deciding them before you create the batch beats an awkward conversation afterwards.

Read the per-clinician table every time. It takes thirty seconds and it is the best defense against a rule change that did something you did not expect.

Related

• Payout conditions
• Integrity checks
• What clinicians see
• Re-imports and adjustments