Commercial and financial

Quotes, billing, invoicing, cashflow, and Italian fiscal reporting.

• Billing The clinic-wide invoice list, with totals and fiscal filters that always describe the invoices on screen.
• Pipeline The board where a clinic tracks prospective patients from first contact to a decision.
• Pipeline tags The clinic's shared list of coloured labels used to mark leads on the pipeline board.
• Medical procedure profitability What each procedure actually leaves the clinic once materials, lab work, and the practitioner's cut are taken off.
• Cashflow KPIs A month-by-month grid of the clinic's headline numbers, from new patients through to what was collected.
• Staff commission What each practitioner has earned in commission, traced from the treatments they personally performed.
• Virtual Stamp Duty The annual declaration of documents issued with the virtual stamp duty, branch by branch, for the filing due by 31 January.