Taking payment is the one moment of the day when a clinic's calendar and its money have to talk to each other, and they almost always live in different programs: the appointment in one, the receipt in another, and someone reconciling by hand at night. What gets lost there isn't minutes: it's the payments nobody wrote down.
In ClaudIA you charge the treatment from the appointment itself, with one or several payment methods, and the receipt comes from there — printed, over WhatsApp or by email, with your clinic's name on it and not ours.
At close you count the cash and the till tells you whether it balances. Each currency is counted separately and they are never added together: a clinic taking dollars and the local currency sees both counts clean, with the rate applied to each payment.
Visits paid by an insurer aren't charged like the rest: when you charge them with the insurer's method you get a visit voucher, which is not an invoice, and the till keeps track of what each insurer owes you until you mark it as paid. Each line of the charge carries the dentist who treated the patient, and if the treatment has a payment plan, the payment that is due is charged from the plan itself with one button.
And for the reception counter, the same till on a tablet: counter mode, full screen, with tiles for the treatments, an on-screen numeric keypad, the change worked out and the receipt that goes out on its own when you charge. It installs on the tablet like an app and prints on any printer the device has installed.
How it works
- You open the till at the start of the day, noting how much you start with.
- Each appointment is charged from its own card: one or several methods, in whichever currency the patient uses.
- The receipt prints, goes out over WhatsApp or by email, carrying the clinic's identity.
- Insurer visits get a voucher and go into each insurer's outstanding balance.
- At close you count the cash and the till flags the difference, currency by currency.
- The day's summary reaches your WhatsApp as soon as you close.