Trust Health Care Agency – Accounting & Finance Portal
Centralized view of billing, payroll, financial reports, and employee benefits, including health insurance coverage placeholders.
Dashboard
Welcome to the Trust Health Care Agency Accounting & Finance Portal.
- Module Invoices, Payroll, Benefits, Reports
- Access Internal Accounting / Admin Team
- Data Status Placeholder
- Next Steps Wire to live financial & HR systems
This portal provides structure only. Later we can connect it to your invoicing, payroll, and HR/benefits data sources.
Invoices & Billing
Track client invoices, outstanding balances, and payment status. Data below is placeholder, ready to be wired to your billing system.
| Invoice # | Client / Payer | Service Period | Amount | Status | Due Date |
|---|---|---|---|---|---|
| — | No invoices loaded yet. | — | — | — | — |
Later, this tab can show invoice data pulled from your accounting system and allow exports by date range or payer.
Payroll & Paystubs
View high-level payroll information and paystub summaries for employees (placeholder only).
| Employee | Pay Period | Gross Pay | Deductions | Net Pay | Status |
|---|---|---|---|---|---|
| — | No payroll data loaded yet. | — | — | — | — |
We can later link this section with your payroll provider or internal payroll tables (and link employee portal paystub downloads).
Employee Benefits & Health Insurance Coverage
Centralized placeholder area for tracking and communicating employee benefits, including health insurance coverage.
Health Insurance Coverage (Placeholder)
This section is reserved for health insurance details for employees, such as plan names, coverage levels, eligibility rules, and employer/employee contribution amounts.
Later, we can integrate this with your HR/benefits administrator or store plan summaries and links to benefit booklets here.
Sample Benefit Summary Layout
- Medical Plan: Plan A / Plan B (In-network / Out-of-network details).
- Dental & Vision Coverage: Included / Optional add-ons.
- Eligibility: Full-time employees after X days of employment.
- Premium Split: Employer vs. employee contribution.
- How to Enroll: Contact HR or use designated enrollment portal.
Other Employee Benefits
Use this area to list additional benefits such as retirement plans, PTO, sick leave, bonuses, stipends, or professional development support.
Benefits Contacts & Resources
Include contact information for HR/benefits staff, links to plan documents, and any external portals used for enrollment and claims.
Benefits Status Snapshot (Placeholder)
| Employee | Medical Plan | Coverage Level | Effective Date | Status |
|---|---|---|---|---|
| — | — | No benefits data loaded yet. | — | — |
Later, we can connect this to an employee benefits database or HR system to show real coverage information.
Reports & Exports
Create and download accounting-related reports (placeholder only, ready for future logic).
Help & Documentation
Guidance for accounting and admin staff on using the Accounting & Finance Portal.
How to Use This Portal
Navigate via the tabs to view invoices, payroll summaries, benefits placeholders, and reporting options.
Configuring Data Sources
Administrators can later connect this portal to accounting, payroll, and HR systems through custom code or integrations.
Security & Access
Restrict access to authorized staff only using WordPress roles and permissions or external authentication.
Contact for Support
For questions, please use the contact information on the main website: trusthealthcareservices.com.
Refresh / Debug
Basic portal refresh and troubleshooting area.
- Reload invoice, payroll, and benefits configuration (future integration).
- Test connections to accounting and HR systems.
- Display diagnostic information for administrators.
Later, this button can trigger re-syncing of accounting/HR data for this portal.
Log Out
End your secure session after reviewing accounting and benefits information.
We can later connect this to your WordPress or SSO logout flow.
