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Accounting Boost

Posted by James on 3 April 2014

We’re making it even easier to stay on top of your finances by launching a number of accounting focused updates! Here’s whats new:

Redesigned Patient Accounts

Until today, all of a patients payments and invoices were grouped together making it tricky to see exactly what had been paid and what was owing. We’ve now split invoices and payments so, at a glance, you can immediately see the information that you need. You can also click on the invoice number to see a preview of that invoice. To speed things up Dentally will also try and auto-explain payments and invoices when they’re created. Don’t worry though, you can still manually explain a payment should you need to! Payments can also now be deleted if you make a mistake, however you will need to be an administrator in order to do this. Even after you’ve deleted the payment there’ll still be a record of the payment as well as who deleted it and when. You can find this information in the patient’s Audit tab.

Patient Account Page

Better Reporting

We’ve also created 3 new reports that’ll give you better visibility into the financials of your practice. The first is the Invoice Timeline Report that is designed to give you a quick overview of the totals of the invoices that have been paid vs the ones that are still outstanding.

Invoice Timeline Report

If you want to drill down further and find out exactly which invoices remain unpaid simply take a look at the Invoices Report. From here you can filter by invoice state (Paid or Unpaid) as well as re-order the columns by clicking on their titles.

Invoices Report

Finally we’ve added an Accounts Report where you can view each patient’s account. Here you can see the patient’s account balance as well as the value of planned NHS and private treatment. Again you can click on the titles to reorder the columns. You can also see the total value of planned treatment across the entire practice at the bottom of the page.

We think these changes are a big improvement however we’re not content with simply stopping here. We’ve got even more accounting improvements planned so keep an eye out for those!

As always we’d love to hear you feedback as well as any ideas you think would help make Dentally better for everyone.


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