Checkout, receipts, statements and messages, with the routine work done before anyone has to ask.
Visit complete
Yasmeen Al-Rashid · Crown preparation
Due today135.000 JOD
Payment
Card · Visa
90.000 JOD
Receipt
Sanad Dental Clinic
عيادة سند لطب الأسنان
Receipt إيصال
R-2026-01873Paymentالدفعة90.000 JOD
Balance dueالرصيد المستحق45.000 JOD
Printed in both languages · Sent by SMS
Charges, payments, discounts and refunds sit in one ledger per patient, to three decimals. A refund needs approval and says whose.
| Date | Entry | Amount | Balance |
|---|---|---|---|
| 12 Aug | Composite filling, 46 | 35.000 | 35.000 |
| 12 Aug | Payment · cash | −35.000 | 0.000 |
| 24 Oct | Crown preparation, 36 | 120.000 | 120.000 |
| 24 Oct | Temporary crown | 25.000 | 145.000 |
| 24 Oct | Courtesy discount | −10.000 | 135.000 |
| 24 Oct | Payment · card | −90.000 | 45.000 |
| Balance | 45.000 JOD | ||
Aging that accounts for partial payments, discounts and refunds properly. Statements go out in the language each patient reads.
Give it an outcome, not a list of clicks. It works within the permissions and limits you set, keeps a person responsible, and reports what changed, what’s waiting, and the one thing that needs you.
By 20:00 today
Needs youNothing right now
Reception runs the day without reading charts. Billing sees money, not notes. The checks happen on the server, so a role can’t see around them.
| Schedule | Chart | Notes | Billing | Reports | Settings | |
|---|---|---|---|---|---|---|
| Reception | Has access | No access | No access | Has access | No access | No access |
| Assistant | Has access | Has access | Has access | No access | No access | No access |
| Dentist | Has access | Has access | Has access | Has access | Has access | No access |
| Billing | No access | No access | No access | Has access | Has access | No access |
| Owner | Has access | Has access | Has access | Has access | Has access | Has access |
Bring patients across from a spreadsheet, with possible duplicates shown before anything is created. Export the whole clinic whenever you like: records, files, and a checksum for each.