Revenue
Every payment recorded on a visit, with totals, insurance coverage, and appointment counts
The Revenue tab shows money coming in during the selected date range. Navigate to Dashboard → Finance → Revenue.
Where the numbers come from
Revenue is built from the payments your team records on visits (see Payments on the visit sheet). There's no separate step. Each payment counts on the day it was recorded, minus any discount. Voided payments are left out.
Summary cards
- Total revenue - all payments in the range, with the number of payments
- Average per payment
- Insurance coverage - how much insurers covered, and how many payments were insured (shown when you have insured payments)
Appointments
Four counts for bookings scheduled in the range:
| Count | Includes |
|---|---|
| Total | All bookings |
| Completed | Completed visits |
| Cancelled | Cancelled and no-show bookings |
| Pending | Reserved and arrived, not finished yet |
Payments table
Each payment shows the date, patient, amount (and any discount), method (cash, card, InstaPay, transfer, or other), insurance company, and notes.
To correct a payment, open the visit and void it, then record it again. Voiding needs the Add and edit expenses permission (the owner, Managers and Finance managers have it by default).