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Finance and administration

Step-by-step guides to record revenue and expenses, manage billing and review your medical center's financial information.

Revenue, expenses and billing

Medical Center › Finance

Record revenue and expenses

1
Enter the left sidebar menu.
2
Click on Finance.
3
Select the corresponding option to record revenue or an expense.
4
Complete the required data (amount, concept, date and payment method).
5
Save the record.

Recording revenue and expenses allows for basic, organized tracking of the medical center's economic activity and traceability of financial movements.

Medical Center › Patients › Patient

Basic billing management

1
Go to Patients.
2
Select the corresponding patient.
3
Access their virtual file.
4
Click the Charge button in the file header.
5
Complete the billing information.
6
Confirm and save.

The charge is linked directly to the patient, making it easier to track accounts receivable and keeping clinical and administrative information aligned.

Financial review

Medical Center › Finance

Review financial information

1
Go to Finance from the main menu.
2
Review the available revenue and expense lists.
3
Analyze the recorded amounts and their status.
4
Use this information for the medical center's internal control.

Periodic review of financial information provides visibility into the economic operation, helps detect inconsistencies and supports basic administrative decision-making.

Still have questions?

The HCMedic support team is available via WhatsApp and email, Monday to Friday 09:00–18:00 (GMT-3).

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