Payroll for doctors and clinic staff

How the CRM calculates pay for doctors and staff

Pay in 95sales CRM has four parts, all visible in a single row of the payroll sheet:

The result is the amount due for each employee and the total payroll cost for the month. The sheet exports to a watermarked PDF, and every export is recorded in the activity log. Each person gets a payslip that shows how their pay adds up. That means fewer "why is it so low?" conversations.

Doctor commission on services: how it ties to the schedule

Commission-based pay doesn't need a separate spreadsheet. The front desk keeps the specialists' schedule and marks the visit when the patient arrives. At that moment the CRM does two things: it charges the patient for the service from the price list and credits the service to the doctor. By the end of the month, the doctor's commission is already calculated.

Say a doctor gets a base salary plus 20% of their services. Over the month they have 80 marked visits, and the total is visible in the schedule. The payroll sheet takes that total, calculates the share, adds the base salary and a bonus for hitting the target, then subtracts a deduction. Nobody has to reconcile the appointment log with the payroll spreadsheet by hand.

Who needs payroll in a CRM

• Private clinics and medical centers. Doctors get a base salary plus commission on visits and procedures; front desk staff get a salary and bonus. See CRM for private clinics and CRM for medical centers.
• Dental practices. The dentist's share of completed work is calculated from marked visits: dental CRM.
• Rehab centers and care homes. Nurses and caregivers have salaries, bonuses and deductions by location. Payroll is the largest expense line, so you need to see it for every site.
• Agencies. Here payroll is tracked as fixed costs: monthly payouts and taxes by legal entity (sole proprietors such as Ukrainian FOP and Polish JDG, Upwork, crypto). More on CRM for agencies.

How payroll flows into the P&L

Once the balance on the payroll sheet is paid, the payout is recorded as an expense and lands in finance and P&L. Payroll cost shows up in the monthly results next to taxes and subscriptions. The director sees revenue, expenses, profit and margin with salaries already included. In analytics they also see revenue per specialist. So you can compare what a doctor brings in with what they cost, without a separate report.

How to start running payroll in 95sales CRM

1. Add employees in the Team section or upload a list via Excel import.
2. Set each person's base salary, commission rate and location.
3. Keep the schedule and mark visits as "Arrived". Commission builds up on its own.
4. At month end, add bonuses and deductions.
5. Review the sheet, export the PDF and hand out payslips.

Access to the payroll sheet is controlled by roles and permissions. Front desk managers and medical staff can't see other people's pay unless they're allowed to.

Who can see the payroll sheet

Pay is sensitive data, so access to the sheet in 95sales CRM is a separate permission: "Payroll sheet and payslips". By default it's granted to the roles responsible for money:

You can grant or revoke the permission for a specific person. For example, give your chief accountant access to payroll without access to medical records.

Before and after