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Clinic Invoicing and Finance Dashboard

Easy invoicing and have key finance data at your fingertips

Everything you need to invoice patients, and capture expenses, plus a clear view of practice finances in a few clicks.

ClinicYou's amazingly simple invoicing system gives you a number of flexible ways to raise and track invoices. Physician invoices can be generated automatically as part of scheduled activity, as part of an entry in the medical records or retrospectively. These multiple ways of raising clinic invoices  mean that ClinicYou can easily fit your way of working.

Flexibile Patient Billing

Automatic or manual, your choice

ClinicYou provides a number of different ways to raise an invoice. Want to automate this as part of scheduled clinic activity? You can. Have a walk-in patient and you want to capture that episode fee? You can - just make your entry in the patient's EMR 'billable', enter your fee and it will be available to back office staff instantly. Forgot to raise an invoice? Of course you can come back and do that later too. 

Email Invoices

If you enter patient email addresses on registration, invoices can be emailed with one click. Patients can view their invoices and their status in their own dedicated page. They can also print receipts of paid invoices.   

Automatic Email Reminders

You can specify a grace period for invoices after which ClinicYou will automatically remind patients of unpaid invoices and colour codes the invoices for easy identification. When your accounts staff follow up these invoices, they can enter notes and attach them to invoices so that everyone is aware of the status of invoices.

Finance Dashboard

Key information at your fingertips

Know how many invoices are unpaid, yearly and monthly incomes and trends. Practice managers get to see clinician income breakdowns. You can filter financial data based on tax year.

Capture Clinic Expenses 

You can even capture office expenses and view that information on the finance dashboard - so you get to see an income vs expenses graph. ClinicYou comes preloaded with frequently used expense categories and you can add as many new ones as you want. You can even export expenses data out of ClinicYou at tax return time.