Help / Guides by role

Guide for accountants

Collections, expenses and reports, without access to medical records.

Available to: Accountant

1. 1

   Invoices: you can see every invoice and record payments as cashier. Issuing and voiding invoices is not part of your role.

2. 2

   Cash & expenses: record every expense with its type. Expenses are never edited; a wrong one is voided with a reason.

3. 3

   Instalments and insurance: track overdue instalments and those due within a week, and move insurance claims along until they are paid.

4. 4

   Reports: the daily report, period analytics and dentist commissions (view only; the owner or manager sets the rates).

5. 5

   Export: you can export invoices and payments to Excel files. Patient data exports are for the owner and manager only.