MB102
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Ideal spreadsheet if you run a Clinic / Medical office / Healthcare Practice / Hearing Aid Center / Visual Aid Center
Track all your Income & Expenses including Sales from medical devices, Commission, Consultation fees for each office and for the Clinic directly.
You can also record fees remitted to each Medical Practitioner from the Clinic and Clinic expenses. Immediately know earnings for the Clinic and each Doctor's Office.
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FEATURES
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- 20 Medical Offices including Clinic
- No learning curve. Very easy to start recording income and expenses immediately.
- Dashboard automatically calculates in real time.
- Summary of Income, Expenses and Profit
a) By Month
b) By Year-to-Date
d) By Doctor Offices
d) By Income Category
e) By Expense Category
- Record all Income Transactions in one Income Tab. Record Fees received on behalf of each Doctor as well as Fees received directly by the Clinic.
(Automatic Drop down list of Doctors and Income Categories)
- Record all Expense Transactions in one Expense Tab. Record Fees remitted to Doctors and also Clinic Expenses. Automatic drop-down Vendor List
- Easily compare performance of all Offices and know exactly how much the Clinic earned.
- 10 Income Categories and 28 Expense Categories. Pre-filled with Medical categories. Can be completely customized by you.
- Use Categories as-is or customize the categories easily.
- Sales - Record Patient name, Test Date, Medical Office, Income Category, Amount, Number of devices like Hearing Aids ordered, Order date, Date Due by Insurance, Delivery Date, Commission %, Commission Amount, Goal count, Order Code, Notes
- Medical Office Settings - Record each Doctor's Office details like Name, Contact Info, Start date, Renewal date, Number of Patients, Returning Patients.
- Income and Expenses that tend to get repeated every month can simply be copied and pasted - saving time.
- Ample space for notes
- Step-by-step instructions with pictures.
- Use any 12 month period as your accounting / fiscal period
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VIDEO OF Doctors Office Medical Device Sales Bookkeeping - 20 Offices
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DESIGN
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- Eye soothing pastel colors that can be customized by you
- Graph to give a quick visual overview of all offices
- Intuitive flowing design
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SUPPORT
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- Please reach out to me if you have any questions.
This spreadsheet is available both in both Excel and Google Sheets Version
Download Instantly and use.
You will get an Excel File as well as a PDF File with a Google Sheets link that will enable you to download it.
You will get the following files that you can instantly download
An Excel file, An Excel file with sample data
A PDF file with links to a Google Sheets File and a Google Sheets File with sample data
A PDF file with Instructions
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This is copyrighted to MoneyUsage.com and is for your own personal use. It cannot be sold, shared or otherwise redistributed.
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REVIEWS
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Very helpful and easy to use!