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Financial reports

Financial reports is where you can access and download various reports for your financial activity.

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Go to Financial reports in the side bar.

Select a report type from the 7 options.

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Payment summary

This is a financial document that provides a summary of all the payments received by a company within a specific period.

This type of report can include a practitioner and payment provider.

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Here you can see what a Payment summary report looks like.

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Production summary

This is a document that provides an overview of  the quantity of procedure performed in a period of time, and total charge/ profit from this.

This type of report can include a practitioner.

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Here you can see what a Production summary report looks like.

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Transaction listing

This is a record of all the patients that have received selected procedures, in a filtered date range by a chosen practitioner.

A transaction listing shows which patients received a procedure and how much they were charged.

This type of report can include a practitioner and a procedure.

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Here you can see what a Transaction listing report looks like.

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Transaction listing summary

Instead of providing every transaction individually, this report groups all charged out procedures by procedure.

This type of report can include a practitioner and procedure.

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Here you can see what a Transaction listing summary report looks like.

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Accounts receivable

This is a financial document that shows the outstanding balance of patients separated by payment provider.

This type of report can include a practitioner and payment provider.

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Here you can see what an Account receivable report looks like.

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‍Day-sheet listing

This is a document that shows the charges and payments of a patient, showing the total patient payments and total third-party payments.

This type of report can include a practitioner.

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Here you can see what a Day-sheet listing report looks like.

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Voided charges

This is a document that shows procedures that were charged out and then voided.

This type of report can include a practitioner.

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Here you can see what a Voided charges report looks like.

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Credit note summary

This type of report can include a financial receiver.

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Here you can see what a Credit note summary looks like.

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Invoice summary

This type of report can include a financial receiver and invoice status.

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Here you can see what an Invoice summary looks like.

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SMS Usage

This is a document that shows all of the SMS messages sent out and the cost for each message.

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Here you can see what a SMS Usage report looks like.

A message part counts for 160 characters. SMS messages over 160 characters, are charged for as multiple SMS messages. They will be shown with multiple message parts in the report.

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SMS T&Cs

  • We charge 0.15c per SMS.
  • This rate applies to NZ /AU only
  • Blocks are in place for territories outside NZ/AU
  • Billing will be monthly based on the month end report
  • We are not liable for any business loss or inconvenience for failure of automated unsent, misdirected SMS, or failure to receive responses to any SMS message.

Related Guides

Want to learn more? Check out these related guides

How to make a pre-payment

This guide explains how to make a pre-payment. This is essentially making a payment into a patient’s account. This will become part of their account credit, which can be used when making future payments.

Read Guide

How to create an invoice

This guide explains how to create an invoice. This feature allows you to charge out costs directly.

Read Guide

How to link an invoice to Xero

This guide explains how to link an invoice to Xero.

Read Guide

All TidyClinic Written Guides

Setup

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In this guide, learn how to set up an automatic appointment reminder for patients via SMS to remind them of their upcoming appointments.

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This guide explains how you can set up tooth features to be a part of a procedure.

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This guide explains how to set up tooth features. Tooth features are used on dental charts to mark features like cavities, caries, etc.

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This guide explains how to configure the details of your Xero connection once it has been connected to TidyClinic.

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Set up system settings

This guide explains how to set up the system settings in your TidyClinic, from company settings to codes and identifiers.

Set up tax rates

This guide explains how to set up tax rates. These are used for charging, payments, and patient credit.

Set up currencies

This guide explains how to set up currencies. These are used for charging, payments, and patient credit.

Set up countries

This guide explains how to set up countries.The default countries area code will be used when you enter contact details when creating new patients.

Set up calendar resources

This guide explains how to set up calendar resources. Calendar resources are the resources that appointments are scheduled under.

Set up calendar display settings

This guide explains how to set up calendar display settings. This is where you can edit the default order and visibility of resources on the calendar for everyone in the organisation. First, you must have Calendar resources set up- learn how to create resources here.

Set up busy block categories

This guide explains how to set up busy block categories that will be used when creating a busy block. A busy block is used to block off or mark a time as busy to prevent patients from scheduling appointments during that time.

Set up appointment categories

This guide explains how to create appointment categories. These will be used when creating an appointment.

Set up referrers

This guide explains how to set up referrers. These are Doctors who refer patients to your clinic. For example, a general practitioner may refer a patient to an Otolaryngologist if the patient's ear condition requires specialised treatment beyond the General Practitioner's scope.

Set up medical alert severities

This guide explains how to set up medical alert severities. You will use these when adding a medical alert to a patient profile, to set how serious it is. Patient severities will appear at the top of their EMR page.

Set up SMS templates

This guide explains how to set up SMS templates. These can be used when sending an SMS to a patient.

Set up email templates

This guide explains how to set up email templates. These can be used when sending an email to a patient.

Set up patient folders

This guide explains how to set up patient folders. These are the default folders that will appear under a patients profile and are used to organise clinical files. Within the patient profile, additional folders can be made. Default and individual folders can be deleted from individual patients

Set up clinical file templates

This guide explains how to set up clinical file templates. A clinical file is a mail-merge document that is populated by patient information.

Set up admin note categories

This guide explains how to manage your Admin note categories and set up new Clinical note categories.

Set up clinical note templates

This guide explains how to set up clinical note templates. These will be used when you add a clinical note to a a patients profile.

Set up payment providers

This guide explains how you can set up payment providers. The Payment providers tab is where you can manage entities that can pay for charged procedures, e.g. insurance companies, patients, etc.

Set up payment receivers

This guide explains how you can set up payment receivers. The Payment receivers tab is where you can manage entities that can pay for charged procedures, e.g. insurance companies, patients, etc.

Set up procedure categories

This guide explains how you can set up procedure categories, to then sort your procedures.

Set up procedures

This guide explains how you can manage procedures that can be charged to patients. These can be charged out through a treatment plan, or directly through an appointment.

Set up medications

This guide explains how you can manage medications to be used in prescriptions. You can configure name, dosage, frequency, as well as medical interactions. You can also create Medication categories.

Set up users

This guide explains how to manage users that can access your organisation.

Set up user profiles

This guide explains how to manage your user details and set up permissions.

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Learn how to manage patients within your Tidy account

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This guide explains how to archive that you no longer want as part of your clinic. Archiving a patient will not delete any data. This guide also explains how to reinstate a patient that has been archived.

How to add and edit an admin note

This guide explains how to add and edit an admin note.

How to create a base chart odontogram

This guide explains how to create a base chart odontogram for a patient.

How to create a treatment plan on odontogram

This guide explains how to create a treatment plan with tooth procedures for your patients. First you must ensure you have set up tooth features for the procedure you want to apply to the odontogram.

How to pay an invoice for a treatment plan

This guide explains how to make a payment for a treatment plan invoice. To make a payment, the invoice must be approved first.

How to approve an invoice for a treatment plan

This guide explains how to approve an invoice for a treatment plan. You can set up your TidyClinic so that treatment plans are automatically approved once saved, or you can manually approve each treatment plan.

How to charge a treatment plan

This guide explains how to charge a treatment plan for your patients.

How to edit a treatment plan

This guide explains how to view, edit, and download a treatment plan. Note: only treatment plans that are drafts can be edited.

How to create a treatment plan

This guide explains how to create a treatment plan for your patients.

How to create a prescription

This guide explains how to create a prescription for your patients. Before starting, make sure you have Set up medications.

How to add a medical alert to a patient

This guide explains how to add a medical alert to a patient in TidyClinic. A medical alert can be an allergy, a medical condition, a disability, etc.

How to add/ edit a clinical note

This guide explains how to add and edit a clinical note.

How to add clinical folders to a patient

This guide explains how to add a clinical folder to a patient. You can set up default patient folders in settings, which will appear under all patients.

How to add clinical files to a patient

This guide explains how to add a clinical file to a patient folder.

How to email/ SMS a patient

This guide explains how to send an email or an SMS to a patient.

How to view a patient

This guide explains how to view a patient’s EMR (electronic medical records) page in TidyClinic. This is where you can find all of the information related to the patient, e.g. appointments, medical records, contact details, financials, etc.

How to edit a patient

This guide explains how to edit a patient’s details in TidyClinic.

How to create a patient

This guide explains how to create a patient in TidyClinic.

Finances

Learn how to manage finances within your Tidy account

Financial reports

Financial reports is where you can access and download various reports for your financial activity.

How to make a pre-payment

This guide explains how to make a pre-payment. This is essentially making a payment into a patient’s account. This will become part of their account credit, which can be used when making future payments.

How to create an invoice

This guide explains how to create an invoice. This feature allows you to charge out costs directly.

How to link an invoice to Xero

This guide explains how to link an invoice to Xero.

Calendar

Learn how to manage your calendar within your Tidy account

How to send appointment reminders with Patient Self-Confirmation

This guide explains how patient’s can automatically confirm appointments by replying to SMS messages.

How to create an appointment from the hot call list

This guide explains how to create an appointment from the hot call list.

How to view the hot call list

This guide explains how to view which patients are in the hot call list. The hot call list can be used when a patient would prefer to have an earlier appointment, but there are none available. If an earlier appointment becomes available, you can then go to the hot call list to find a patient who wants an earlier appointment.

How to add an appointment to the hot call list

This guide explains how to add a patient’s appointment to the hot call list. The hot call list can be used when a patient would prefer to have an earlier appointment, but there are none available. If an earlier appointment becomes available, you can then go to the hot call list to find a patient who wants an earlier appointment.

How to cancel an appointment

This guide explains how you can cancel appointments.

How to copy an appointment

This guide explains how to copy and paste an appointment.

How to update an appointment

This guide explains how to update an appointment’s status.

How to double book an appointment

This guide explains two ways to double book appointments, so that you can have multiple appointments booked in your calendar for the same time.

How to create an appointment reminder

This guide explains how to set up appointment reminders for appointments. These can be scheduled to be sent a day or a week before the appointment.

How to edit an appointment

This guide explains how to edit an appointment in TidyClinic.

How to create an appointment

This guide explains how to create an appointment in TidyClinic. There are three different ways you can create an appointment.

How to use the calendar

This guide explains how to search, view, and edit a calendar event in your TidyClinic.

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