Financial / Accountant
Billing, payments, insurance claims, treasury, and financial reports
Financial Dashboard
View revenue summaries, outstanding invoices, and treasury status at a glance
Creating Invoices
Create detailed invoices with line items, discounts, taxes, and insurance coverage
Invoice from Visit
Auto-generate invoices from completed visits including all procedures and tests
Recording Payments
Record patient payments with multiple methods including cash, card, and bank transfer
Payment Receipts
Generate and print payment receipts for patients after recording payments
Insurance Claims
Create insurance claims by grouping pending invoices per insurance company
Batch Claims Processing
Bulk create claims per insurer and track submission, approval, and payment
Pre-Authorizations
Request and manage insurance pre-authorizations for services requiring prior approval
Coverage Verification
Check if a service is covered by insurance, calculate copay, and verify patient eligibility
Credit Notes & Refunds
Issue credit notes for voids, partial refunds, insurance adjustments, and error corrections
E-Invoice (ETA)
Prepare and submit electronic invoices to the Egyptian Tax Authority
Expense Tracking
Record and categorize clinic expenses by vendor, branch, and category
Treasury / Cash Drawer
Open and close daily treasury with opening balance, reconciliation, and discrepancy tracking
Installment Plans
Create payment installment plans and track scheduled payments for patients
Patient Statements
Generate account statements showing all invoices, payments, and running balance
Doctor Commissions
Configure commission rules, calculate doctor earnings, and process payouts
Package Billing
Assign treatment packages to patients, track sessions, and bill per-session for insurance
Financial Reports
Generate revenue, outstanding, P&L, and branch comparison reports with CSV export