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Adding Clinic Expenses - Workflows | Healcon Practice Software For Doctors

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This article covers following topics related to ' Adding Clinic Expenses' workflow in healcon practice  : 

How to reach expenses interface in healcon practice software ?

What are different components of expenses interface ? 

How can i add new expense ? 

Where can i analyze income/expenses of the clinic ? 

  

How to reach expenses interface in healcon practice software ?

You can reach expenses module by clicking on 'Expenses' link from left menu as shown in the screenshot below : 

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What are different components of expenses interface ? 

Refer to the screenshot below and match numbers in the screenshot with points below : 

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Component 1 : (Refer point-1 in screenshot above) This is the list of expenses that have been added in past . You can always delete any expenses from right side red 'Delete' button incase you add any expense by mistake .

Component 2 : (Refer point-2 in screenshot above) Click on '+Add Expense' button to add new expense of the clinic . Details of form at add expense in next section .

 

How can i add new expense ?

On clicking '+Add Expense'  button 'Add New Expense' form pop-up window will open as shown in the screenshot below . Fill Title/Amount/Description and click 'Submit' to add new expense .

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Where can i analyse income/expenses of the clinic ? 

There are two interfaces where you can analyse the expenses of the clinic against earning of the clinic . 

Interface 1 : Financial Reports (provides details of expenses compared to earnings)

Step 1 : Go to financial reports by clicking on 'Financial Report' link from left menu as shown in the screenshot below : 

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Step 2 : Here you can find total expenses of the clinic for last one month by default on the top as shown in the screenshot below . Also you can change date to find expenses in given data duration by selecting date from top-right blue date picker . 

Also list of all the expenses will be shown below on the right side as shown by arrow in the screenshot below : 

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Interface 2 : Analytics (provides graphs of day-wise earning vs expenses )

Step 1 : Go to analytics module by clicking on 'Analytics' link from left menu as shown in the screenshot below : 

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Step 2 : Once you reach analytics module then scroll down to find day-wise charts of expense as shown in the screenshot below : 

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We hope this would have helped you understand expense management at your clinic .

 

Healcon Practice Workflow is divided into following sections :

 

NEXT SUGGESTED READ on 'HEALCON PRACTICE WORKFLOWS ' >> Sending SMS To Patients


- Team Healcon

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