Practice Income – Manage stock, expenses,
taxes as well as payments and invoicing
financial tools
Personalise Invoices – Fully customisable invoice templates that can be created and are fully branded with your choice of preferences such as logo and custom invoice text.
Simple and comprehensive income module which allows you to define appointment fees which can automatically be raised when bookings are made. It is possible to raise a multitude of types of fee and sale. Other features include raising invoices, receiving payments, raise patient credit notes, voucher sales, full or part payments, printing and emailing of invoices and arranging receipts. External partners can be easily managed such as third party invoices from insurance patients.
Payments – By utilising our Stripe integration customers can easily pay balances; you can take full or part payment online without the need for the customer to be present.
The stock module enables you to create both stockable and non-stockable items with accompanying fees that you can charge and sell including with both retail and wholesale prices; re-order levels and supplier information. Manual adjustments can be made as well as full periodic stock taking tools. Accompanied with supporting bar-code scanner technology and thermal receipt printing – including bar-code label printing, complete with logo and item pricing. The stock module fully supports multi-clinic locations to allow for effective practice management across clinics.
A range of sales, income, invoicing and stock reports are provided, including income by practitioner reports, all of which can be run for any period – by clinic location or a combination.
A complete set of tools
View all of PracticePal’s extensive features below. Select one to
find out more about that feature.
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Scheduler
PracticePal’s diary is extremely easy to use, displaying your business and available slots at a glance.
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Clinic Notes
Insert and annotate charts or use our built-in medical questionnaire forms, or design your own from scratch.
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Marketing
Create marketing mail-out campaigns by Letter, SMS, or MailChimp. Design your own templates for these mail-outs within PracticePal.
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Practice Income
A comprehensive income module allows you to define appointment fees, raise invoices, take payments, raise patient credit notes and more.
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Reports
Select from a range of useful reports included in the system to analyse your clinic, break-down your appointments by practitioner, type and referrer and more.
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Expenditure
Log your expenditure, greatly reducing your time spent preparing quarterly and year-end accounts.
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Recall
An intelligent patient retention system that takes the burden out of trying to remember who needs a prompt to rebook and when.
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Intake forms
Ask your patients to fill in forms directly in the browser or via our online portal, and view the information provided on the patient record.