Clinic Assistant
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25 min read
Intermediate

Financial Management

Payments, expenses, cash out, and reports.

Payments and receipts

  1. Use Payment Queue for consultations ready to bill, or Add Payment for ad hoc payments.
  2. Receipts can be reprinted from the receipts area when needed.

Expenses and cash out

  1. Assistants and admins can record expenses with categories configured under Admin → Expense categories.
  2. End of day: Assistant → Cash Out records cash banked and allocations for admin daily checkout.

Reports

  1. Admin → Finance / Reports for income statements, daily summaries, and bank statement tools where enabled.
  2. Use consistent transaction categories for clearer reporting.
Video tutorials

Step-by-step video walkthroughs for this guide are not available yet.

Logged-in staff can also use Guides & SOP in the app for clinic-specific procedures.