Track all your compensation requests, across all deals, from the "Compensations" page: search, filter, process and export them in one place.
Open the list of all compensation requests
Click "Compensations" in the left menu.
Result: the "Compensations" page lists all requests from your pharmacies, with all columns shown by default: Pharmacy, CIP, Amount incl. VAT, Payment, Payment date, Status, Payment type, Deal type, Deal, Deal period, Pharmacy lists, Paid by, Creation date. The "Show or hide columns" icon hides or shows the optional columns again (Pharmacy, CIP and Amount incl. VAT always stay displayed).
Other path: on a deal's detail page ("Deals" menu > click the deal > "Access deal details"), the list of files shows the requests for that deal only, and can be filtered by "By compensation request" and "By payment".
Other path: in the deal panel, the "Compensations" indicator shows the deal's totals on hover.
Why this path: the "Compensations" page brings together all deals; the other paths are limited to one deal.
Search and filter compensation requests
Click "Compensations" in the left menu.
In "Search for a compensation...", type the pharmacy name, its CIP code, the deal description, an amount excl. or incl. VAT, or a document number.
To filter, click "Filters": choose "Groupement", "Pharmacy lists", "Payment" ("Paid" / "Unpaid"), "Status", "Type", "Paid by", "Deal type", "Amount incl. VAT" or a period, then click "Apply".
Result: the list shows only the matching requests; "Reset" removes all filters.
Process a compensation request from the list
Click "Compensations" in the left menu, then click the request's row: the compensation panel opens on the right.
Depending on the status, click "Approve" ("Approve only" when your laboratory pays), "Refuse" (a "Reason for refusal" is required), "Approve and mark as paid" or "Mark as paid".
Result: the row's status is updated. Details: "How do I approve or refuse a compensation request?" and "How do I indicate that I have paid a pharmacy's compensation?".
Compensation request statuses
"Under review": awaiting your decision.
"Approved": accepted, to be paid if your laboratory pays.
"Refused": refused with a reason.
"Canceled": canceled.
Export compensation requests to Excel
Click "Compensations" in the left menu; if needed, apply a search or filters, which the export will include.
Click the export icon (tooltip "Export compensations to Excel"): the "Export to Excel" window opens.
Check the "E-mail address" (pre-filled with yours) and click "Export".
Result: the window closes and the Excel file is sent to the address provided ("The Excel file will be sent to the address provided.").
If it doesn't work
The "Compensations" menu doesn't appear in the left menu → your account doesn't have permission to view compensations: ask your account administrator.
"No compensations found" → remove the search or click "Reset" in "Filters"; otherwise contact support via the Opeaz bubble.