---
title: Creating Payment Reports for Provider Partners
description: Process for creating and distributing monthly payment reports to provider partners, including report generation, validation, and communication.
---
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# Creating Payment Reports for Provider Partners
# Creating Payment Reports for Provider Partners
**Assigned To:** Sarah Dungan, Dan Tietz, Jessica Myers, Lois Dimari, Carly Cavagnoli, Trent Scipio
**Category:** Clinical Partner Life Cycle, School Life Cycle
**Department:** Finance
**SOP Rule:** Cadence
**Status:** Approved by CEO and Implemented
## Purpose
This SOP outlines the process for creating and distributing monthly payment reports to provider partners to ensure transparency and accurate compensation tracking.
## Scope
Applies to Finance team members responsible for generating, reviewing, and distributing payment reports to provider partners.
## Definitions
- **Provider Partners:** Organizations hosting classes and receiving compensation.
- **Payment Reports:** Monthly breakdown of compensation by location.
- **Monthly Payment Sheet:** Central tracking sheet for all provider payments.
## Responsibilities
- **Finance Team:** Generate reports, validate data, send communications, track payments
- **Provider Partners:** Review reports and raise questions if needed
## Procedure
### Step 1: Prepare Monthly Sheet
- Duplicate the Doctor Payment Monthly Sheet for the current month
- Verify provider and location data accuracy
### Step 2: Access Payment Data
- Open the monthly Doctor Payment Report provided by Finance
### Step 3: Generate Location Reports
- Filter each provider by location
- Hide unrelated columns and summary totals
- Remove internal notes
- Save a clean report per location
### Step 4: Distribute Reports
- Email each provider with:
- Payment notification (direct deposit or check)
- Expected payment date (around the 15th)
- Location-specific report attachment
- Partner survey link
- Use provider emails from the monthly sheet
### Step 5: Record Payments
- Update payment amounts in the monthly tracking sheet
### Step 6: Handle Follow-ups
- Monitor provider responses
- Answer questions or escalate as needed
## Completion Criteria
- All providers receive reports
- Payments recorded accurately
- All inquiries resolved or escalated
## Tools and Resources
- Doctor Payment Monthly Sheet
- Doctor Payment Monthly Report
- Partner Survey Form
## Revision History
- 1st Version: 06/26/25
- 2nd Version: TBD
- 3rd Version: TBD
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