Skip to main content
The Finance module is your clinic’s books - a single dashboard covering money in, money out, and what’s left. It replaces the spreadsheets clinics normally keep on the side. Navigate to Dashboard → Finance.

​
Three tabs

Revenue

Payments received, split by method and insurance status.

Expenses

Add and categorize spending, including recurring bills.

P&L

Net profit and expense breakdown for any date range.

​
Date range

A date picker at the top scopes every tab. Pick a week, a month, a quarter, or a custom range - all three tabs refresh together. Defaults to the current month.
Set the range to “This year” once a quarter and export the P&L for your accountant.

​
Who sees Finance

Finance is a manager-level feature - staff and doctor roles don’t see it. If a team member needs access, promote them to manager in Team → Members.