Dashboard Overview
The Billing Dashboard in SeriousMD is like your clinic's financial check-up. Think of it as a way to check your earnings at the end of each day—ensuring that the money coming in matches what you've recorded, and identifying any discrepancies, whether there's too much or too little.
What you can see in your Dashboard are:
The number of patients in your queue.
How many of them have already settled their bills.
A breakdown of payments by method (Cash, GCash, etc.), helping you track how much has been paid through each payment channel for the day.
How to change clinic and time period
You may simply switch by clicking on the drop down
Generate Billing Reports
For a more detailed view of your earnings, go to the Reports tab under Billing
Adjust the filters as needed then click Generate Report
A detailed report will be provided
You may opt to print or download the list by clicking either of the two options available
Best Practices
Daily Operations
Morning Review
Check previous day's totals
Verify all payments matched
Review pending settlements
End-of-Day Reconciliation
Match physical payments
Verify digital transactions
Note any discrepancies
Weekly Analysis
Generate weekly summaries
Track payment trends
Review outstanding balances
Frequently Asked Questions (FAQs)
Q: Can I export custom date ranges?
A: Yes, use the custom date picker in the reports section.
Q: How long is historical data available?
A: All billing data is retained and accessible indefinitely.
Q: Can I track multiple clinics separately?
A: Yes, each clinic has its own dashboard and reports.