Financial Management
From the chair to the closing entry, without rekeying
The money side of the practice: the charge, the price, the payment, the claim, the e-invoice, the ledger. The procedure marked complete is the invoice line, the payment and the journal entry.
87%collected
- 0–30
- 31–60
- 60+
SAR 620 · composite 46
Chartedprocedure completeInvoicedpriced from the scheduleClearedZATCA · XML, hash, QRPostedjournal 4100
Seven capability areas
From the chair to the books.
The charge, the price, the payment, the claim, the e-invoice and the ledger, on one system.
The bill matches the chart
- Invoice from chart historyCompleted procedures become billable lines without re-entry.
- Invoice from an accepted treatment planAn accepted plan converts straight into the invoice for that phase.
- Check-in invoice raised automatically on arrivalThe invoice opens when the patient arrives, ready for the walkout.
- Lifecycle: draftIssued, partly paid, paid, void, refunded.
- AdjustmentsWrite-offs, refunds and corrections.
- Credit notesAgainst an invoice.
One price list, versioned
- Versioned price lists switchedBy activation.
- Individual and bulk managementWith CSV import.
- Price search and lookupBy procedure.
- Quotes for a set of procedures before commitmentA written quote the patient can take away before agreeing to treatment.
- Price lists bound to the group they apply toCorporate, insured and cash patients each priced from their own list.
Nothing discounted quietly
- Discount applied to an invoiceReductions recorded against the invoice with the reason and the approver.
- Request raised into a pending queueDiscounts wait for authorisation instead of being applied at the desk.
- Approve or reject,With the decision recorded.
The ledger the front desk sees
- Payments recordedRetrieved and reversed.
- Patient collectionInsurer remittance, manual, true-up.
- Cash, card, bank transfer, insurance, walletEvery tender the practice takes, settled against the same invoice.
- Patient ledger typedBy charge, payment and adjustment.
- Walkout statement at the end of the appointmentThe patient leaves with a statement of what was done and what is owed.
Compliance as a property of the workflow
- Organisation ZATCA profileThe organisation's ZATCA registration held once, applied everywhere.
- Device register and onboarding through complianceEach billing device onboarded and registered before it can issue.
- Invoice artifacts: XML, hash and QR,With regeneration.
- Submission to ZATCAInvoices are cleared with ZATCA as they are raised.
The general ledger
- Receivable and payableBoth sides of the practice's money, on the same ledger the clinic runs on.
- Banking and reconciliationThe day's takings matched as they arrive, not at month end.
- Expenses, suppliers and fixed assetsThe cost side recorded where the revenue side already lives.
Close and report
- VAT ledger and returnsPrepared from the ledger rather than assembled from an export.
- Financial year and period closeDay-end close with the books already agreeing.
- Balance sheet, P&L and cash flowDrawn live, so the statement is the position right now.
See what an AI-operated practice looks like
The full workflow from the first call to the closing entry.
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