Accounting
Maintain balanced books by simply following your day-to-day routine of issuing invoices and recording payments.
Bookkeeping
Keep tabs on your books without much hassle.
- Any invoices generated from scheduled appointments on your calendar or a client’s case file will be automatically saved in the accounting system.
- Sales, expenses, and the chart of accounts are all organized within the accounting module of CaseRM.
- Give your accountant and bookkeeper access to the accounting system so they can handle financial tasks.
Sales Transactions
Your financial data is gathered through your usual business activities, such as issuing invoices and tracking payments.
- Look up the current billed amount, past due, and total paid for the entire clinic from a bird’s eye view.
- List and locate all client invoices conveniently in one place.
- Filter sales transactions to display invoices or payments separately.
Expense Transactions
Organize your expenses by storing bills for every supplier. This will give you a clearer picture of your profits at year-end.
- Manage and add suppliers you work with.
- Record bills and expense transactions.
- Track expenses for each supplier.
Products and Services
Efficiently manage and update the services and products offered in your clinic, track what you sell and buy, and schedule service rate changes.
- Manage and create the services and products you provide in your clinic.
- Identify the services and products that you sell and buy.
- Update and schedule service rate changes.
Payment Methods
Set the payment methods you accept at your clinics from the get-go and update them to adapt to your company policy changes.
- Manage and create payment methods.
- Keep the payment method list up-to-date as changes take place in company policy.
- System ships with a default list of payment methods – cash, debit, MasterCard, Visa, MVA check, and EHC direct deposit.
Chart of Accounts
The chart of accounts (COA) is a register of all a company’s accounts, complete with account numbers and names. The four general ledgers or primary account types are asset, liability, income, and expense.
- Organizing the chart of accounts contributes to accurate balance sheet reports.
- The most popular set of the chart of accounts ships with the system.
- A chart of accounts can be tailored to reflect your clinic’s operations.