FINANCIAL RECORDS

Keep the bill connected to the work.

Create service and pharmacy invoices, configure invoice layouts and taxes, and keep payment records with the right patient.

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C+Ado CareExample workspaceA
Invoices & paymentsConnected to the patient’s care
Financial records
YOUR ORGANISATIONPatient invoice
Pharmacy supplyInvoiced
Service itemsConfigured taxes
Payment recordLinked to invoice
Illustrative workflow · fictional records

The clinical workflow and the billing desk need the same context.

A pharmacy supply or a patient service should lead to a clear invoice. Care supports operational billing so the team can follow what was billed, what was received and what remains outstanding.

01

Invoices linked to patients

Create and manage service and pharmacy invoices against the appropriate patient.

02

A consistent document

Choose invoice layouts and customise your organisation’s invoice details.

03

Configured tax profiles

Define applicable taxes in settings and apply the configured treatment to invoice items.

04

Follow the financial record

Record payments, refund information and credit notes, then use the financial reports and exports.

HOW THE WORK FLOWS

A practical sequence.

01

Configure

Set organisation details, invoice layout, item prices and applicable taxes.

02

Create

Build the service invoice or generate it from pharmacy dispensing.

03

Record and reconcile

Record receipts and use the reports to reconcile with your finance process.

Works alongside your accounting process.

Care’s billing workflow records operational invoices and payments. Your accounting system remains the place for your wider accounts, statutory reporting and financial close. Discuss exports and any required integration during implementation.

A FEW USEFUL ANSWERS

Before you take
the next step.

Does this replace our accounting software?

Care focuses on operational invoices, receipts, refunds and credit notes. It is not a full general-ledger, payroll or statutory accounting suite.

Does recording a payment process a card charge?

No. A recorded payment is a financial record. Any online collection service and its availability must be confirmed separately.

Does Care handle US insurance claims?

Insurance claim submission and US revenue-cycle management are not included in the described billing workflow.

SEE CARE IN CONTEXT

Let’s walk through your working day.

Bring your team’s workflow. We’ll show you how it fits in Ado Care.

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