Billing, payments & cash
The bill is ready before the patient reaches the desk.
Services from the signed note become line items automatically. Take cash, card, transfer or insurance, and close every shift with a counted drawer.
Bill #A-2041María González · from signed noteAuto-built
Total$0
CashCardTransferInsurance
Receipt sent on WhatsAppWith a local tax invoice
Cash drawer · Morning shiftOpened 08:00 by Maya · Front deskOpen
Opening float$2,000
Cash taken$3,450
Expected$5,450
Cash$3,450
Card$5,200
Insurance$4,100
Transfer$1,300
Card · Luis R.$720Cash · Ana P.$450Insurance claim · GNP$1,200Transfer · Diego M.$380Cash · Sofía L.$600
Cash drawer
Every peso accounted for, every shift.
Open the drawer with a float, take payments all day, then count and hand over. Differences are recorded with a reason, and owners see every shift in Reports.
Open with floatCount by denominationHandover to next shiftDifferences explained
Insurance claims
Know where every claim is, without calling the insurer.
Claims are built from the bill and checked for missing details before they go out. Each one moves across the board until it is paid.
Ready1
María G.$850GNP SegurosAll fields checked
Sent1
Luis R.$1,200AXA
In review1
Ana P.$640MetLife
Paid1
Diego M.$980GNP SegurosReconciled to bill
Features
From line item to closed shift.
Bills from the noteServices, procedures and lab orders become line items using your fee schedule.
Every way to payCash, card, bank transfer and split payments on the same bill.
Insurance claimsLocal insurers preloaded by country. Track each claim from sent to paid.
Refunds and creditsRefund in full or in part, with a reason and approval, all on record.
Fee schedulesPrices per service, practitioner and insurer, updated in one place.
Local invoicesTax invoices that meet local rules, sent by WhatsApp or email.
Before← Encounter & notesSigned services flow straight to the bill.
This pageBilling & paymentsBill, collect, reconcile.
AfterReportsRevenue by service, practitioner and clinic.
Billing questions
Local insurers are preloaded for each country we operate in, and you can add your own with their fee schedules.