By Medixo · · 4 min read
Every visit
- ✓Record what was done at the time of the visit, not at the end of the week.
- ✓Check that the patient's contact and billing details are current.
- ✓Create the invoice before the patient leaves, or the same day.
Every week
- ✓Review invoices that are still unpaid.
- ✓Match received payments to the right invoices.
- ✓Send a polite reminder for anything overdue.
Every month
Look at the full list of outstanding balances and decide how to handle the oldest ones. A clear view of what is owed, and by whom, makes these decisions quick instead of stressful.
Keep it in one place
Billing gets harder when invoices, payments and patient details live in separate spreadsheets and notebooks. Keeping them together means you can answer "who still owes us?" in seconds.
Related: Clinic billing and payments