Hello, there
Clinic Insights: Key Performance Metrics
Today's appointments
0
In consultation
0
Completed
0
Today revenue
$0
Outstanding balance
$0.00
Patient records
0
Upcoming appointments
0
Today
Cases by service
This month
Payment methods
All clinic invoices amount in July
$0 USD
vs total last month $0 USD
Today's worklist 0
Hello, there
Here's your day
Today's appointments
0
In consultation
0
Completed today
0
Next 7 days
0
Today
Schedule
Quick actions
Coming up 0
All bookings
0
—
In visit
0
—
Completed
0%
—
Daily flow
Appointment load by hour
Booking pipeline
Where things stand
Waitlist
Waiting for a slot
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Calendar
—
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Scheduled
Rescheduled
Completed
Cancelled
Patients
Reports
| Patient | File no. | Phone | Reports | Last report |
|---|
Analytics
Financial Overview
—Everything the clinic earned and everything it spent, for the period and branch selected above — including the overhead the old headline never subtracted.
Money in
Total revenue
$0.00
Everything invoiced in this period — cancelled bills and credit notes excluded
Collected
$0.00
Money patients have actually handed over on those invoices
Outstanding
$0.00
Billed but not yet paid — still owed to you
Collection rate
—
Collected ÷ billed. Under 100% means invoices are going out faster than money is coming in
Money out
Doctor commissions
$0.00
Earned by every doctor on this period’s billing
Materials
$0.00
Products and consumables the billed treatments used
Lab bills
$0.00
External lab work (crowns, aligners…) sent in this period
Overhead
$0.00
Rent, salaries, utilities, subscriptions — from Monthly Overhead
What's left
Net clinic profit
$0.00
Revenue billed minus commissions, materials, lab and overhead — what this period earned
Cash profit
$0.00
The same sum measured from money that actually arrived — what this period banked
Margin
—
Net profit as a share of everything billed
How the bottom line is reached
Read top to bottom. Every deduction names the page it comes from and can be opened from here, so no line has to be taken on trust.
Where every dollar goes
Each slice is that cost as a share of everything billed this period. The teal tail is what the clinic keeps.
Profit by doctor
Read a row left to right: Billed − commission − materials & lab − overhead share = what the clinic kept. Materials and lab are clinic costs and are never charged back to the doctor. Overhead is apportioned by share of billing, so the shares always add back up to the period's overhead exactly.
| Doctor | Treatments | Billed | Collected | Commission | Materials & lab | Overhead share | Clinic kept | Margin |
|---|
Month by month — —
Every month of the selected year on the same ladder as above, whatever period is showing at the top. A month with no overhead entered shows — rather than $0.00: an unrecorded cost is unknown, not zero, and a profit built on it would be overstated.
| Month | Billed | Collected | Commissions | Materials | Lab | Overhead | Net profit | Margin |
|---|
Where these numbers come from
Nothing on this page is typed in or kept separately — every figure above is read live from one of these. Open any of them to check it.
Employees
| Name | Role | Branch | Schedule | Phone | Payout | Actions |
|---|
Treatments & Pricing
| Treatment | Category | Description | Doctor | Branches | Duration | Price | Actions |
|---|
Packages
| Package | Includes | Doctor | Chair time | Price | Separately | Actions |
|---|
Doctor Schedule
📊 Time off summary
Pick an employee above to see how much time off they've taken — or All employees for everyone's totals side by side.
🌴 Upcoming time off
| Doctor | Branch | From date | To date | From time | To time | Reason | Conflicts | Actions |
|---|
🕓 Past time off
| Doctor | Branch | From date | To date | From time | To time | Reason | Conflicts | Actions |
|---|
Clinic information
Basic details — shown on the header of every invoice PDF
Holidays & closures
Days the clinic is closed — no appointment can be booked on them, for any doctor
Branches
Manage your clinic branches — used in appointments, invoices & the branch filter
Rooms
Manage clinic rooms for appointment assignment (e.g. Room A, Room B, Room C), grouped by branch
Account
Your login and the name you're greeted by
Automation
Optional — lets invoices and patient messages (reactivation, no-show follow-ups, waitlist offers) go out by themselves through your automation workflow, instead of opening WhatsApp for you to send them. Leave blank to keep sending manually.
Paste the webhook URL from your automation workflow. Used for this clinic's invoices and patient messages only.
Card payments
Optional — adds a “pay by card” line with your own link to every invoice you send. The money goes straight to your account. Leave blank to keep taking payment the way you do now.
Make this in your own wallet or bank app — in Whish it is Whish Me. It must be your link: whoever owns it is who the patient pays.
Currency
Set today's US Dollar → Lebanese Pound rate. Invoices and installments always show both — this is the rate used for the LBP amount.
Example: at 89,500, a $10.00 charge shows as ≈ 895,000 L.L. New invoices and installments use this rate; ones already created keep the rate they were made with.
Invoices
Turnover this yeariDated by invoice date, so it always covers this year no matter what you filter below. Excludes VAT. Only counts invoices for visits that actually happened — a booking still in Needs invoice is not revenue yet. Credit notes are subtracted.
$ 0.00 ex. VAT
Turnover this monthiDated by invoice date, so it always covers this month no matter what you filter below. Excludes VAT. Only counts invoices for visits that actually happened — a booking still in Needs invoice is not revenue yet. Credit notes are subtracted.
$ 0.00 ex. VAT
Turnover this weekiDated by invoice date, so it always covers this week no matter what you filter below. Excludes VAT. Only counts invoices for visits that actually happened — a booking still in Needs invoice is not revenue yet. Credit notes are subtracted.
$ 0.00 ex. VAT
Collection
Across the invoices currently shown
BillediFace value of the invoices currently shown by your filters, so this moves when the filters do — unlike Turnover above. Includes VAT. Cancelled invoices and credit notes are left out. Paid and unpaid alike.
$0.00
Collected
$0.00
Outstanding
$0.00
Filtered results
0
Avg invoice
$0.00
Payment methods
Invoice status
| File no. | Client | Practitioner | Room | Branch | Number | Status | Total | Paid | Balance | Date | Due date | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Monthly performance
Revenue is what was invoiced; Cost is the materials and lab work actually attached to those invoices; Paid is what patients have handed over and Outstanding is what they still owe. Follows the filters above. Click a month to open its invoices.
| Month | Invoices | Revenue | Cost | Paid | Outstanding | Profit | Margin |
|---|
| File no. | Patient | Date | Doctor | Treatment | Status | Amount | Actions |
|---|---|---|---|---|---|---|---|
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Installment Plans
Payments due 0
Nothing sends automatically — open WhatsApp per patient with the message already written.
| File no. | Patient | Invoice | Payment | Due | Amount | Last reminded | Actions |
|---|
| File no. | Patient | Treatment | Total | Paid so far | Next due | Progress | Actions | |
|---|---|---|---|---|---|---|---|---|
| No installment plans yet | ||||||||
Income Report
Revenue billed
$0.00
what was invoiced this period
Inventory cost
$0.00
Materials used by billed treatments — set per-treatment on the Treatments page
Lab costs
$0.00
External lab bills (crowns, aligners…) sent this period — tracked on the Lab Cases page
Net profit
$0.00
Revenue minus inventory & lab costs
Staff payouts
$0.00
What's owed to doctors this period (commission/fixed)
Clinic income
$0.00
Net profit after paying out staff — what the clinic keeps
Income for this period
What was billed, how much of it has actually come in, and what is still owed.
Billed
$0.00
Collected
$0.00
Still to collect
$0.00
Type a monthly goal above to see how much more this period still needs.
Profit per appointment
Every appointment billed in this period, and what the clinic actually kept on each one. Read a row left to right: Price − To doctor − Products & lab = Clinic profit. The doctor's cut is their commission (or fixed rate) plus any bonus granted on that case; products and lab are clinic costs and are never charged back to the doctor. Paid is what has actually come in, with the date and method of the last payment. Press + Bonus on any row to grant extra commission on that one appointment. Follows the Select employee filter above.
| Date | Patient | Treatment | Doctor | Price | Paid | To doctor | Products & lab | Clinic profit | Net profit | Margin |
|---|
Month by month
Every cost this clinic carries, side by side: materials, external labs, and what's owed to doctors — so Net profit and Clinic income always add up from the columns next to them. "Payouts paid" is what has actually been handed over for that month's work; "Staff payouts" is what was owed for it.
| Month | Billed | Collected | Still to collect | Inventory cost | Lab cost | Staff payouts | Payouts paid | Net profit | Clinic income |
|---|
Doctor payouts
What each employee earned, what you've already handed over, and what's still owed — the detail behind the "Staff payouts" card above. Broken down by month, because that is how payroll is settled: every month the period covers gets its own block, its own balance and its own Record payment button. Payments can be partial — record what you pay now and the balance stays on the row. Rates are set in ⚙ Payout settings, and nobody earns for a month before their Started date or after they left.
| Doctor | Treatments billed | Revenue | Payout method | Earned | Paid | Still owed | Status |
|---|
Payout history by month
| Month | Earned | Paid | Still owed | Status |
|---|
My Earnings
Earned this month
$0.00
—
Paid this month
$0.00
—
Still owed this month
$0.00
—
Still owed in total
$0.00
Every month that has not been settled
Month by month
| Month | Billed | Earned | Paid | Still owed | Status |
|---|
Monthly Overhead
What the clinic costs to keep open, month by month — rent, utilities, subscriptions, insurance and anything else you add. Each month is stored separately, so changing August never rewrites July. Rows are typed in by hand and nothing here is calculated from your invoices. Only the owner can add, edit or delete a cost.
Total monthly overhead
Cost lines
Average per day
| Cost Type | Amount | |
|---|---|---|
Overhead across this year
Every month of the year you have saved, side by side, with a column per branch while the All tab is selected. A month you are still editing keeps showing its last saved total until you press Save. Follows the branch tab above. Click a month to open it.
| Month | Cost lines | Total | Share of year |
|---|---|---|---|
Lab Cost
External lab bills — crowns, aligners, dentures and other work sent out to dental labs. Tracks what each case cost, what the patient was charged for it, the profit on it, and how much has been paid. Data comes from the Lab Cases page.
Total lab cost
$0.00
Billed by labs this period
Paid to labs
$0.00
Received / settled with labs
Outstanding
$0.00
Still owed to labs
Lab cases
0
Cases sent this period — click to open
Lab revenue
$0.00
Charged to patients for lab work
Lab profit
$0.00
Revenue − lab cost
Margin
—
Profit as a share of revenue
Lab spend by lab
Click a lab to see every case — cost, paid, outstanding and how each was paid.
| Lab | Cases | Cost | Paid | Outstanding | Paid by method | Status |
|---|
Lab spend by branch
Same lab bills, split by which branch's doctor sent the case — useful when different branches use different labs.
| Branch | Cases | Cost | Paid | Outstanding | Status |
|---|
All lab cases
Every case in the current filter, patient and lab side by side. Set cost, what's paid, and where the case stands with the lab — it all saves automatically.
| File no. | Patient | Lab | Doctor | Branch | Case | Sent | Cost | Paid | Method | Attach | Outstanding | Payment | Case status | Return reason (returned cases) |
|---|
Monthly performance
Lab revenue is what patients were actually charged for lab work — read off the invoice line each case is linked to, never from a whole invoice total. Profit is that minus what the labs billed; Outstanding is what's still owed to them. A case that hasn't been billed yet counts as no revenue, not as a loss. Click any month for the case-by-case detail.
| Month | Cases | Lab revenue | Lab cost | Paid | Outstanding | Profit | Margin |
|---|
Inventory
| Item | In stock | Threshold | Expires | Cost | Supplier | Branch | Status |
|---|
Monthly performance — everything
Every item at once, grouped by month. Units in / Spent is stock that arrived that month — each item's own Date arrived (set on the item, edit it with ✏️) plus every stock order sent from the Stock Orders page. Units used is what appointments consumed out of it; visits still in the future don't count until the day they happen. Net units is in minus used. Click any month for the item-by-item detail.
| Month | Items | Units in | Spent | Units used | Net units | Biggest spend |
|---|
Stock Orders
Monthly performance — what was ordered
Orders are filed under the date they went out. Cost uses each item's inventory cost price × quantity ordered, so an item with no cost set counts as $0. Click any month for the product-by-product and order-by-order detail.
| Month | Orders | Suppliers | Items | Units ordered | Cost | Avg / order | Most ordered |
|---|
Lab Cases
Track work sent out to a lab — crowns, bridges, dentures, aligner sets, braces components — from "sent" to "delivered" so nothing sits waiting unnoticed. A case past its expected date shows as Overdue.
| File no. | Patient | Case type | Lab | Doctor | Branch | Sent | Expected to receive | Status | Payment |
|---|
Lab spending
Your labs
Monthly performance
Every lab case grouped by the month it was sent, within whatever branch, period, status and search is set above. Click any month for the case-by-case and lab-by-lab detail.
| Month | Cases | Sent to lab | Delivered | Cost | Paid | Unpaid |
|---|
Lab Catalog
One price per product: what the lab charges you. This catalog is your cost side only — what you charge the patient lives in Treatments & Pricing and goes on the invoice from there. Each product can be priced a flat amount, per tooth, per arch/case, by size, or per bridge unit — open a product's 🦷 panel to set that up. Changing a price here only affects future cases — it never rewrites what's already saved on an existing case.
Materials Used
| File no. | Patient | Appointment | Doctor | Branch | Treatment | Materials used | Cost | Edit log | Source |
|---|
Monthly performance
Every material logged against an appointment, grouped by the month of the visit — within whatever branch, period and patient search is set above. Click any month for the material-by-material and patient-by-patient detail.
| Month | Visits | Patients | Items used | Material cost | Avg / visit | Most used |
|---|
Patient Reactivation
Patients ranked by how long since their last visit. Click a row to review their history and send a personalised WhatsApp message — the app drafts it, you edit and send now or schedule it.
| Patient | Last visit | Months inactive | Status | Message |
|---|---|---|---|---|
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Waitlist
Patients waiting for an earlier slot. When an appointment gets cancelled, the app offers to notify whoever's waiting for that doctor or treatment — nothing sends automatically without a click.
| Patient | Phone | Doctor pref. | Treatment | Wants | Added | Status | ||
|---|---|---|---|---|---|---|---|---|
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Users
Staff who can sign into this clinic. Roles decide what each person sees: Owner (everything), Doctor (own schedule & patients), Receptionist (front desk & billing).
Activity Log
A running record of key actions — invoices, payments, refunds, lab cases, price and user changes — newest first.
| When | Who | Action | Details |
|---|