What to agree on before reviewing your next payroll

Start with the period and its scope

Before reviewing amounts, confirm the period and clinics in scope. A total can look reasonable while covering something different from what your team needs. Keep that context with the review.

Distinguish information received from the visit system from agreements that determine compensation. These pieces are related but require different checks.

Agree on who resolves each question

Review stalls when nobody knows who should confirm a rate or clarify a visit. Define who prepares, who reviews and who authorizes closing according to your agency’s organization.

• Visit questions: confirm the relevant operational evidence.
• Rate questions: check the applicable agreement and its effective date.
• Exceptions: document the resolution before treating the review as complete.

Review changes before focusing on the total

A rate change, a new caregiver or a correction can explain a difference between periods. Start with those changes, then check the whole. A total similar to the previous period does not prove every amount is correct.

Keep the reason for corrections so the next review does not start from scratch. Avoid turning a single figure or visit-system label into an automatic pay decision.

Leave a review others can follow

When finished, it should be clear what was checked, which questions were resolved and who made the decisions. That helps answer later questions without relying on the preparer’s memory.

The library includes a period review guide and a guide to closing reports. For steps inside Payroll, use its Help Center.