Financial / Accountant
Billing, payments, insurance claims, treasury, and financial reports
Financial Dashboard
Overview of revenue, expenses, and key financial metrics
Creating Invoices
Create and manage patient invoices
Invoice from Visit
Auto-generate invoices from completed visits
Recording Payments
Record and track patient payments
Receipts & Printing
Print payment receipts and invoices
Insurance Claims
Submit and track insurance claims
Batch Insurance Claims
Submit multiple claims in batch
Pre-authorizations
Manage insurance pre-authorization requests
Coverage Check
Check patient insurance coverage and calculate amounts
Credit Notes & Refunds
Issue credit notes and process refunds
E-Invoice Generation
Generate e-invoices for Egyptian Tax Authority
Expense Tracking
Track and categorize clinic expenses
Treasury Management
Open and close treasury sessions, track cash flow
Installment Plans
Set up payment installment plans for patients
Patient Statements
Generate patient financial statements
Doctor Commissions
Calculate and manage doctor commission payouts
Package Billing
Bill patients using treatment packages
Financial Reports
Generate financial reports with CSV/Excel export