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Financials

For staff

Some pages in this section are for front-desk staff and people who manage clinic settings. They carry the same label.

Financials is the practice money screen: reports, payouts, banking, claims, and the invoices behind them. These guides show you each part.

Read the pages in this order:

  1. Open Financials — get to the money screen and back out.
  2. Run a report — pick, run, print or export any report.
  3. Payout and banking — what doctors are owed and what came in.
  4. Tyro claims and settlement — track claims paid through Tyro.
  5. Billing, debtors and tax — the billing mix, who owes, voids and GST.
  6. Invoice on the chart — raise the invoice for a visit.
  7. After the invoice is raised — issue, void, pay and claim.
  8. Bill from the day book — the front-desk quick invoice.
  9. Billing on the patient — the 12-month plan and statements.
  10. Ask Agent D to draft a bill — the billing assistant. New (test site)

Last checked: 03/10/2026.