Financial reports combine three financial transaction reports for your clinic, namely:
You can generate any of these reports for any period and export any of the reports in the format of Excel table. The report ensures maximum convenience for financial accounting of your clinic.
Access of the employees to the group of reports is regulated by the access right Access to the patient finances
The report Payments in the clinic Cash Desks contains information on the payments of patients and clinic spendings. Payments and spendings are grouped by several criteria. A contractor (for spendings) and patient (for payment) are in the far left column.Then they are divided in two groups depending on the cash desks that accept the payments and the payment currency. The same principle is applied for the spendings.
The column Total includes total calculated amount in the main currency* in the clinic with consideration to the rate of exchange.
* The main currency of the clinic is determined by the clinic owner in Settings → Other → Clinic settings Select the parameter Main currency of the clinic at the bottom of the page and assign the required currency as the main one.
The report 1С clinic works enables tracking of all types of works performed by all specialists of the clinic for the selected period.
The report has a form of a tree list and shows works of all doctors, and has an option of individual filtering by patients. The table contains the name of work like in the price list and price of the work. You can easily export the obtained data to the Excel table. Moreover, you can set an automatic import of data through API to work with 1C data files, if necessary.
A developer of your clinic can use the guidelines to adjust an automatic data export.
Access of the clinic employees to the group of reports is regulated by the access right Access to patient finances.
The report 1C clinic payments enables tracking of all payments of the clinic patients for a selected period and all payments made by the clinic (data on the clinic spendings).
This report has a form of tree list enabling simple tracking of the detailed information on every transaction. You also can export the report to the Excel table.
Moreover, you can set an automatic import of data through API to work with 1C data files, if necessary.
A developer of your clinic can use the guidelines to adjust an automatic data export.
