Financial & billing
The Financial area holds everything about money: the service catalog, price lists, invoices, payments, cash sessions, and reports. Set up the catalog and a default price list once, and the rest of the clinic prices itself automatically.
Services and price lists
Build the service catalog
In Financial → Services, add each billable service with a type (consultation, procedure, lab test, imaging, administrative, or other).
Create a default price list
Set a unit price per service and mark one price list as the default. Bookings and invoices read from it whenever a service is charged.
Add overrides where needed
Optionally set per-doctor or per-branch prices. The most specific applicable price wins when a charge is created.
A default price list is required for booking
Because booking resolves a price the moment you pick a service, the catalog and a default price list must exist before the first visit is booked.
Authorize doctors for services
The Authorizations tab links each doctor to the services they can deliver. A doctor can't be booked for a service until they're authorized for it — an eligibility gate, separate from pricing.
Charges, invoices, and payments
Money flows in three stages:
- Charges are created when a visit is booked and as care is delivered. They stay pending until billed.
- Invoices group a visit's pending charges into line items. An invoice moves through draft → issued → partially paid → paid.
- Payments are recorded against an invoice (cash, card, bank transfer, insurance, or other). Recording payment advances the invoice status and marks the underlying charges as invoiced.
Cash sessions and reports
Front-desk cash is tracked in cash sessions — open a session at the start of a shift and reconcile it at the end. Reports summarize revenue and collections so owners and accountants can see how each branch is performing.
Who can do what
Reads are broadly available, but collecting payment, managing the catalog and pricing, and issuing refunds are permission-gated. See Roles & permissions.