Finance Memberships & Discounts Define clinic membership programs and discounts with their type, percentage and description, then record them in patient details. Explore the feature →
Finance Insurance Companies Maintain insurer codes, coverage percentages and contact information, and connect insurance details to the patient record. Explore the feature →
Finance Insurance Claims Track the insurer’s share of a visit and invoice separately from the patient’s share, including collections, balances and overdue claims. Explore the feature →
Finance Expenses & Cash Management Record operating expenses by category, branch and payment method, with supporting invoices or receipts and date filters. Explore the feature →
Finance Invoices & Payments Review invoices, payments and the outstanding patient balance alongside visits and treatment plans in the patient record. Explore the feature →