Financial Dashboard
The Financial Dashboard (a separate item in the main menu) is where you track the money side of your practice: how much you earn, which appointments haven't been paid yet, and several reports to review everything.
The dashboard has five tabs.
- Income Per Month: your income shown as a chart and a table.
- Unpaid Appointments: appointments that haven't been fully settled yet.
- Financial Reports: four exportable reports.
- Unattested Appointments: appointments still missing an attestation.
- Appointments Without Prescription: appointments not yet linked to a prescription.