Financial features

Feel confident in your finances

Financial tools that make it easy to understand your business health

Financial features for Practice Management Software

Reporting tools

Snapshots of your business performance

Invoices

Automatically generated for each appointment.

Payments

Easily accept online or in-person payments

Financial features

Managing finances can be scary, but good business owners know their numbers!

Easily collect payment & send invoices
Flexible financial reports for a birds eye view of your numbers
Help more people by offering gift cards & treatment packages
wellness practitioner smiling taking notes

Online invoicing, reminders & payments

Whenever an appointment is booked, ClinicSense will save you time by automatically generating an invoice. All you have to do is input the payment and email (or print) a receipt for the client.

Financial reporting tools

Get a birds-eye view of your business with ClinicSense reports. You’ll have access to a suite of reports so you can feel confident about knowing your numbers. Not to mention tax season becomes a breeze!

Treatment packages

By offering treatment packages, you give your clients the option to lock in their commitment to a treatment plan. This often leads to better treatment outcomes for your client and can be the foundation for long-term relationships.

Gift certificates

By offering gift certificates, you provide your clients with the opportunity to give the gift of wellness. Your clients will appreciate having this option available to them, and you will benefit from the new clients they refer.

Square integration

Easily process payments directly from your ClinicSense dashboard by connecting your ClinicSense account to Square. Both in-person and online payment solutions are available!

Telus eClaims

ClinicSense will soon be launching a Telus Health Eclaims integration, so you can offer direct billing to your clients, saving them from the hassle of submitting the claim and minimizes their out-of-pocket expenses.

Circle DecorationCircle Decoration
Trophy icon

Rated #1 ease
of use software

four years in a row

HIPAA Compliant bagdePIPEDA Compliant Badge
capterra logo
star
4.8/5

What people are saying about us

Overall rating 5/5
star

Being new to owning my business, ClinicSense has made setting up clients, setting up and sending out waiver forms, completing SOAP notes and the everyday accounting so, so easy. In fact, integrating my invoices with the Square terminal was the icing on the cake in helping me accept payments for my treatments. ClinicSense is so easy to set up and so easy to make changes. I would never start with paper files for my business, and ClinicSense was a fantastic choice. As well, customer service is second to none - so appreciate everything. Thank you!

Nicole Lasko

Elevated Tranquility Massage

Overall rating 5/5
star

I love being able to create treatment packages, sell gift cards, and track my profits. It’s a great and user friendly system!

Alecia Kretzschmar

Synergy Massage, LLC

Overall rating 5/5
star

Over all I really like this scheduling system it fulfills many of my needs, SOAP notes, invoicing, gift certificates, visa transactions, cx intake and updates.

Michelle H

Overall rating 5/5
star

I really like being able to control every aspect of my schedule. I also like the marketing and financial reports. It's a great help as a new business owner!

Melissa Bloedow

Tinotenda LLC Melissa Bloedow

Overall rating 5/5
star

Being new to owning my business, ClinicSense has made setting up clients, setting up and sending out waiver forms, completing SOAP notes and the everyday accounting so, so easy. In fact, integrating my invoices with the Square terminal was the icing on the cake in helping me accept payments for my treatments. ClinicSense is so easy to set up and so easy to make changes. I would never start with paper files for my business, and ClinicSense was a fantastic choice. As well, customer service is second to none - so appreciate everything. Thank you!

Nicole Lasko

Elevated Tranquility Massage

Overall rating 5/5
star

As an office manager this software has changed how I work. Most clients book online. I don't have to phone them with reminders. Gift certificates are simple. Tax time is easy. Mass emails and marketing are ready to go. I'm working smarter not harder!

Anne W

Overall rating 5/5
star

It’s easy to use, love the online booking, intake forms, reminders and soap notes also the marketing helps reach all clients with promotions and reminders to book.

Amanda Hook

Meridians Massage

Overall rating 5/5
star

We are a team of not very tech savvy people, so ease of use was very important to us. All of the how to guides are helpful, and if there is anything we don't understand or need help with, the staff is always very quick to respond and very friendly. We like having all of our booking, charting and sales reports all in one location.

Olivia F

Bodhi Massage Therapy Clinic

get the latest

Want more tips to run a profitable business? Check out these helpful articles

circle element number two on CTA
circle element on CTA

Do you want to feel good about finances?

Try ClinicSense free

For 14 days