Financial Health: Reports & Reconciliation

Understanding your numbers is crucial for growth. ClinicNode provides detailed reports to help you track revenue, manage reconciliation, and ensure financial transparency.

1. Accessing Reports

Your financial analytics hub is just a click away.

• Click on the Reports tab in the main sidebar.
• You'll see a dashboard overview of your earnings, unpaid invoices, and appointment counts.

2. Patient-Wise Reconciliation

Need to check the billing history for a specific patient? Or reconcile accounts at the end of treatment?

• Filter by Patient: Use the search bar in the Reports section to select a patient.
• Select Date Range: Choose "This Month", "Last Month", or a custom range to view all transactions.
• View History: The report will show every invoice, payment status, and outstanding dues for that patient.

3. End-of-Month Reconciliation

Closing your books for the month is simple.

1. Set the date filter to "This Month" (or the specific month you are reconciling).
2. Leave the patient filter empty to see all transactions.
3. Export the data (if available on your plan) or use the summary totals to cross-verify with your bank deposits.

4. Tracking Commissions

For clinics with multiple doctors or referral partners:

• The reports section automatically calculates commissions based on the rules you've set (e.g., flat fee or percentage).
• You can clearly see "Commissions Payable" (what you owe) and "Commissions Receivable" (what is owed to you).
• Use this data to settle accounts with your partners transparently.