Finance
Revenue, expenses, and profit for your clinic in one place
Finance is your clinic's books: money in, money out, and what's left. Navigate to Dashboard → Finance.
Revenue
Payments recorded on visits.
Expenses
Spending, including recurring bills.
Income statement
Gross and net profit, compared with the period before.
Cash flow
Money in and out by payment method, and the cash count.
Marketing
What each new patient cost.
Date range
The date picker at the top applies to every tab. It starts on the last 30 days; pick any range you like.
Who sees Finance
The owner and managers, and anyone whose role has the See Finance permission (the ready-made Finance manager role has it). Everyone else doesn't see it in the menu. See Roles & Permissions.
The Income statement and Cash flow tabs are on the Team plan and above; the other tabs are on every plan. See Plans & Pricing.
Labs and radiology centres have their own Finance page inside their section. See Lab & radiology finance.