Payout Conditions

Overview

Payout conditions are rules that determine how much of each payment should be paid out to providers. When you create a payout batch, the system evaluates each transaction against your payout conditions to calculate the payout amount.

Each payout condition defines:

• What to match: Which transactions the condition applies to
• How much to pay: The percentage of the payment amount to pay out
• Priority: The order in which conditions are evaluated

How Payout Conditions Work

When processing a payout batch, the system evaluates transactions against payout conditions in priority order (lowest priority number first). The first matching condition determines the payout calculation for that transaction.

For example, if you have:

• Priority 1: Pay 50% for "Missed Appointment" transactions
• Priority 2: Pay 40% for all other transactions

A "Missed Appointment" transaction would match Priority 1 and receive a 50% payout, while a regular appointment would match Priority 2 and receive 40%.

Creating a Payout Condition

To create a new payout condition:

1. Navigate to the Payout Conditions page.
2. Click the New Payout Condition button.
3. Enter a descriptive name for the condition.
4. Click Create.

The condition is created in a disabled state, allowing you to configure it before activating.

Configuring a Payout Condition

After creating a condition, click on it to open the configuration page. Here you can set up:

Conditions (Matching Rules)

Conditions determine which transactions this payout rule applies to. You can add multiple conditions, and all conditions must match for the rule to apply (AND logic).

Click Add Condition to add a matching rule. For each condition, select:

Field to Match:

Field	Description
Provider	Match a specific provider
Transaction Type	Match by transaction type (e.g., "Missed Appointment")
Provider Transaction Count	Number of transactions for the provider in this batch
Provider Transaction Index	Position of this transaction in the provider's list
Batch Transaction Count	Total number of transactions in the batch
Provider Payout Total	Total payout amount for the provider
Condition Payout Total	Total payout amount for this condition
Condition Transaction Index	Position of this transaction within this condition

Operator:

For numeric fields:

• Equal to, Not equal to
• Less than, Less than or equal to
• Greater than, Greater than or equal to

For Provider field:

• Is, Is not

For Transaction Type field:

• Is, Is not

Value: Enter the value to compare against. For Provider, select from the dropdown. For Transaction Type, select from existing transaction types.

Payout Percent

Enter the percentage of the payment amount to pay out (0-100). For example, entering 40 means 40% of each matching transaction's payment will be calculated as the payout.

Enabled

Toggle this switch to activate the payout condition. Only enabled conditions are evaluated during payout batch processing.

WARNING

A payout condition must have at least one matching rule and a payout percent before it can be enabled.

Priority Ordering

Priority determines the order in which conditions are evaluated. Lower numbers are evaluated first.

To change priority:

1. Go to the Payout Conditions list page.
2. Use the Move Up or Move Down buttons to reorder conditions.

TIP

Place more specific conditions (like those matching a particular provider or transaction type) at higher priority (lower numbers) than general catch-all conditions.

Examples

Example 1: Simple Flat Rate

To pay all providers 40% of payments:

1. Create a condition named "Standard Payout"
2. Add a condition: Batch Transaction Count > 0 (matches all transactions)
3. Set Payout Percent to 40
4. Enable the condition

Example 2: Different Rates by Transaction Type

To pay 0% for missed appointments and 45% for everything else:

1. Create a condition named "Missed Appointments" with Priority 1

   • Condition: Transaction Type = "Missed Appointment"
   • Payout Percent: 0
   • Enable

2. Create a condition named "Standard Rate" with Priority 2

   • Condition: Batch Transaction Count > 0
   • Payout Percent: 45
   • Enable

Example 3: Tiered Rates Based on Volume

To pay 35% for the first 10 transactions and 40% thereafter:

1. Create a condition named "First 10 Transactions" with Priority 1

   • Condition: Provider Transaction Index <= 10
   • Payout Percent: 35
   • Enable

2. Create a condition named "Additional Transactions" with Priority 2

   • Condition: Provider Transaction Index > 10
   • Payout Percent: 40
   • Enable

Managing Payout Conditions

Editing Conditions

Click on any condition from the list to edit its configuration. Changes take effect immediately but only apply to new payout batches or when you re-run an existing draft batch.

Disabling Conditions

Toggle the Enabled switch off to temporarily disable a condition without deleting it. Disabled conditions are skipped during payout batch processing.

Deleting Conditions

To delete a payout condition, click the Delete button on the condition's configuration page.

WARNING

You cannot delete a payout condition that has been used in a finalized payout batch. The condition is preserved for historical accuracy.

Best Practices

1. Start general, add specifics: Create a general catch-all condition first, then add specific conditions with higher priority.

2. Test before finalizing: Create a draft payout batch to verify your conditions produce the expected results before making any changes permanent.

3. Use descriptive names: Name your conditions clearly (e.g., "Senior Clinician Rate" or "Missed Appointment - No Pay") for easy identification.

4. Review after changes: If you modify payout conditions, re-run any draft payout batches to recalculate with the updated rules.