Identify Payment Blockers and Paycheck Delays

Here's how to identify pending tasks that could be delaying your paycheck.

Payment for Legacy and Luxe providers is expected to hit by the 15th day of the following month, unless the 15th falls on a weekend, in which case it should hit by the first business day after the 15th. Completing open tasks across client charts and inventory reconciliation is crucial to ensure prompt and complete payment every month. If you haven't received payment yet, it's highly likely that you have some pending tasks that need your attention.

If your pay was blocked and you have subsequently completed the missing items, the system does a sweep once a day to check for pay that needs to be unblocked and then releases your payment.

Portrait has developed a user-friendly summary dashboard that allows you to quickly and efficiently identify any pending tasks that may be causing a delay in your paycheck. You can easily view and manage these tasks directly from the EHR.

For LEGACY: to check if incomplete tasks are affecting your payment or to resolve any open tasks, follow these steps:

1. Log in to your EHR and go to the "Earnings" tab.

2. On the dashboard, you'll find a comprehensive summary of all the tasks that require your attention.

3. If you see anything highlighted in red or a message stating "You have X Remaining," it means you have tasks that are blocking your paycheck.

4. You must resolve these issues before payment can be issued. You can view a demo of how to resolve your open issues here:  Live Demo Video Walkthrough: HERE

If you have green check marks across the board and have still not received payment: this means you fixed open tasks recently. Finance does sweeps once every other weekday M-F and then auto releases payments after confirming you're all set!