It's convenient to get a quick overview of your clinic's financial performance. That's why we developed the Revenue Monitor.
Navigate to menu > finance > revenue monitor to open the revenue monitor.
The revenue monitor generates an overview of your daily, weekly, monthly, quarterly, or yearly revenue. You can use the arrows to switch between days, weeks, months, quarters, or years:
The filters allow you to filter per location and/or user.
• The amounts visible are a result of the created invoices, not the registered payments.
• The amounts shown in the revenue monitor exclude taxes.
Revenue monitor permissions
It's up to you to decide which employees have access to your revenue monitor and what revenue monitor is visible to them. Like many other features in Clinicminds, this has to do with the user permissions.
To change the user permissions and access to the revenue monitor, go to menu > app-settings > user roles. Select the correct user roles and scroll down to Finance - Revenue. Click the correct checkboxes to give access to a users own or everyone's revenue monitor: