A customer may interact with multiple clinicians and also purchase products.
A customer is not considered to be owned by any clinician
Services provided by clinicians
clinician rates are decided by the clinic (in consultation with all clinicians that provide each service)
Clinicians earn from services they provide
Products
Some clinicians may earn from services provided by clinicians they supervise
Commission rates can be created for products sold
Practitioners | Employee | Sessions Revenue | Products made up on site - price typed into POS | Products prescribed by clinician during consult
| Products from shelf stock - commissions | Packages Sold | Rent | |
|---|---|---|---|---|---|---|---|---|
Naturopath | no | 100% | 100% Commission to clinic 10% | Commissions paid | yes | Weekly or Daily | ||
Practitioner 1 | yes | $ per treatment | Commissions paid | yes | yes | |||
Practitioner 2 | no | 100% | 100% Commission to clinic 10% | Commissions paid | yes | Weekly or Daily | ||
Commission Plans
Commission plans apply to the following items
Sessions carried out by them
Sessions carried out by their subcontractors
Sessions
Setup of a Therapist to be paid commissions
Each Therapist will be setup as an Employee so they can login to the system and use the Therapist Portal
Commission Setup: Only Contractors are paid commission
PAYE (Pay as you Earn)
Commission is not calculated for Employees
Contractors
These Therapists get paid for the sessions they do in clinic and for prescription items
Need a Creditor Record - with link to a commission plan
Contractor via another entity
The Person Needs a link to the entity they are contracted to
Link the person to an entity
Relationship Type Setup
This is a special relation type of “Contractor”
Therapists that need to be paid commission
Therapists payments
A % commission on services completed from zero to 100%
GL account from the service sold
If supervised
employee needs a supervisor% (or amount) to go to supervisor
if a supervisor
% (or amount) of supervised people
A % of prescribed products sold
% of RRP - Many products are standard stocked products
Sell GL account from Stock Article > otherwise from Control Account “Cost of Sales”
- Stock > Article Categories > Need a default Sales Commission %
Some products are special (not stocked - created on the day - really a service)
Service of special type “Fabrication”
Sell GL account from service
- Stock > Article Categories > Need a default Sales Commission % (over rides above)
Business Flow Diagram Example
Example Customer journal from above
GL account | CR | DR | Link | Description |
|---|---|---|---|---|
Revenue from service | $100 = total charge | Session 1 | Therapy session 1 charge | |
Deposits Paid | $50 = deposit paid earlier | Session 1 | Session 1 deposit Credit | |
Product Revenue | $50 = created product | Session 1 Created Product | Created product in session 1 | |
Revenue from service | $200 = total charge at bundled price | Session 2 | Therapy session 2 charge | |
Deposits Paid | $200 = amount of bundle used | Session 2 | Session 2 Bulk Purchase Credit | |
Product revenue | $85 = total | Session 2 prescribed product | Prescribed Product session 2 | |
Deposits Paid | $90 | Future booking deposit | Future booking deposit | |
Deposit paid | $50 | Future booking request | Future booking Deposit |
Practitioner Reconcilation Journal above
item | GL Account | CR | DR | Employee | |
|---|---|---|---|---|---|
Therapy session (% of session) | Buy GL account from service | $100 x % (less supervisor % ) | Session 1 Therapy charge % commission from product category less % for supervisor | % of sales | |
Created Product | Buy GL account from service | $50 x % (less supervisor % ) | Created Product % from product category less % for supervisor | % of sales | |
Stocked Product | Buy GL account from Stock article or GL control account | $85 x % (less supervisor % ) | Stocked Product % from product category less % for supervisor | % of sales | |
Therapy session by supervised therapists | Buy GL account from service | $N x % | Where N is the $ Amount of the Therapy the person I supervise provided to others. | % as supervisor | |
Therapy session ($ per session) | Buy GL account from service | $ per session | when not on commission but on $ per session | $ per session |