Practice Income refers to revenue assigned directly to your practice, rather than individual practitioners, in your Best Practice database. With this release, Calculate automatically extracts and recognises this income, allowing you to track practice-level earnings alongside practitioner income within your Fee Runs.
This helps you see the complete financial picture of your practice, improve reporting accuracy and simplify reconciliation.
The sections in this article include:
- Assigning a Calendar to Your Practice
- Managing multiple practices in a single database
- Viewing practice income
Assigning a Calendar to Your Practice
- Go to Settings > Practices.
- Click Edit on your practice.
- Select an Assigned Calendar from the dropdown menu.
- Click Save.
Once assigned, your practice income will follow the same period and income basis as that calendar, ensuring your reporting aligns with practitioner Fee Runs.
Managing Multiple Practices in a Single Database
Calculate supports defining multiple practices within a single Best Practice database. This allows you to separate income reporting for different business units or locations.
To configure your practice structure:
- Navigate to Settings > Practices > PMS Instances.
- Select Create Practice.
- Choose either a single location or a subset of locations from your Best Practice database.
- Save your configuration.
By default, Calculate treats all locations within a database as one practice, which is suitable for most users.
Defining multiple practices within a single database may have implications across Calculate. If you are unsure whether this setup is required, or need assistance implementing these changes, please contact our support team for guidance.
Viewing Practice Income
To view your practice income after assigning it to a calendar:
- Navigate to Fee Runs in Calculate.
- Open the Fee Run linked to your assigned calendar.
- You will see two tabs at the top of the page: Practitioners and Practices.
- Select Practices to view total practice income for the period.
The Practices tab displays total income attributed to your practice for the selected Fee Run period. You can:
- View income summaries by location.
- Drill down to see individual transactions contributing to practice income.
- Download the full transaction table to group and review transactions in more detail
