Financial Reports

You know who gets excited about our reports feature? You, at tax time!

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A big pain for many businesses is… running the numbers. Keeping track of sales, revenue growth, receivables, sales tax, etc is time consuming and stressful at best. This is especially true around tax time, when you are trying to calculate your earnings and determine how much sales tax to remit to the government.

How reports work...

Select your filters (like date range).

Run the report.

We’ll tell you how much money you made during that time (broken down by treatment type), how much sales tax you collected and who owes you money.

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Reports available with ClinicSense:

Revenue report

Sales tax report

Appointment report

Payments report

Receivables report

Client retention report

Reminders report

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