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Getting started

  • Your first day: setting up your clinic
  • Inviting your team
  • Finding your way around the clinic portal

Patients

  • Adding one patient by hand
  • Bringing patients in from another system

Appointments

  • Appointments and the day sheet

Clinical records

  • Asking a patient for their full history
  • Building your own assessment forms
  • The patient brief and its AI summary

Billing and payments

  • Billing an insurer instead of the patient
  • Invoices, payments and what a patient owes
  • Selling and tracking prepaid packages
  • Services and prices
  • How a patient’s account balance is calculated

Stock and suppliers

  • Stock and suppliers
  • Suppliers and purchase orders
  • Tracking clinic stock

Team and permissions

  • Staff, invitations and permissions

Subscription and plans

  • Changing or cancelling your plan
  • Opening another clinic
  • Paying your subscription
  • Plans and prices: Solo and Complete

Clinic settings

  • Clinic details and working hours
Help/Clinic manual/Billing and payments
How-to

Invoices, payments and what a patient owes

Open this page in the app

Billing holds invoices and payments. Each patient also has an account showing what they owe, settled oldest first. An opening balance carried over from your previous system appears there too.

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