Monthly reports

Which reports to look at when closing the month.

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Step by step

  1. See how you did

    In «Rendimiento › Finanzas» you see income and expenses for the period.

  2. Check doctors and procedures

    In «Rendimiento › Doctores» and «Rendimiento › Procedimientos» you see who and what drove the month.

  3. Clinic check-up

    «Rendimiento › Clínica» gives you a health check with alerts. Pick «Este mes» (This month) and download it as a PDF.

  4. Close-outs and expenses

    Check «Ventas › Cierres de caja» day by day and export your expenses from «Finanzas › Gastos».

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