2️⃣Follow-Up on Invoices
This page provides a Kanban-style board for managing invoice follow-ups. It helps clinics track and act on unpaid invoices, especially those with approaching or overdue due dates.
Invoices are automatically added to the board based on their payment status and due date. You can then move invoices through different stages—such as contacted, payment scheduled, or resolved—using drag-and-drop.
Configuration
Invoices Flow Stages: Settings -> Glossary/Clinic Flow
This visual workflow makes it easy to monitor outstanding balances, prioritize follow-ups, and ensure timely payment collection.
Track Unpaid Invoices via Flow
A similar to Follow-Up Visits / Recalls Kanban-style dashboard is available for invoices:
Track Invoices via Reports
A financial report is available that can be downloaded as a table (CSV) containing invoices, payments, and performed procedures for a selected period.
To access the report:
Open Reports -> Finances
You can click on each detailed section - Payments, Invoices, Procedures to view, filter, and export data via table.
Restrict Report Access
It is very common to restrict access to reports so that not all users can view sensitive financial or clinical data.
Dentaltap allows you to control report access through user roles and permissions, ensuring that only authorized users can view or download specific reports.
Last updated