Invoicing & collections
Invoice a visit in one click, with full or partial payments and accurate partial refunds.
- Awaiting-invoice list — no lost revenue
- Sequential invoice numbers with no gaps
- Partial and full payments
- Split an invoice into monthly installments
Coverage rates per company, claims with clear stages, and the patient pays only their share.
- Insurers and coverage rates
- Claims from the invoice at the set rate
- Clear claim stages
- Insurer payments recorded automatically
Cash, expenses & net profit
Actual revenue, expenses by type, lab costs and monthly net profit.
- Monthly net profit
- Expenses by type
- Lab costs
- Day-by-day chart
Reports & analytics for any period
Daily, monthly, yearly or any-period reports: revenue per dentist, top procedures and no-show rate.
- Daily collections and appointments report
- Analytics for any period
- Revenue per dentist
- Top-earning procedures
Installments & payment tracking
Split an invoice or a whole treatment plan over months, and track overdue installments.
- Bill the whole treatment plan upfront
- 2 to 36 equal installments
- Payments allocated to installments automatically
- Overdue and due-soon list
Each dentist's share of collections or of work value, after lab costs, for any period.
- Rate on collections or on work
- Optional lab-cost deduction
- Any period: this month, last month, or custom dates
- Only owners and managers set rates