1
Reception types the line
Patient, chart number, provider, the amount and how they paid. A new patient is created from the same row without leaving it. The balance is computed, never typed.
For independent clinics
Your clinic's day,
Your clinic's day,
closed and locked
Every patient seen today, what they were charged, and how they paid. The totals add themselves up, the day closes in one click, and after that nobody can quietly change it.
Runs in the browser. Nothing to install. Working the same day.
Main St
Thursday, October 9, 2026
Open — closes at the end of the day
Patients
14
Est. total
$2,180
Cash
$1,240
Card
$760
To collect
$180
| Patient | Chart # | Provider | Est. | Cash | Card | Balance |
|---|---|---|---|---|---|---|
| Maria Rodriguez | A-1042 | Dr. Reyes | $180.00 | $180.00 | $0.00 | $0.00 |
| James Ellison | A-0987 | Dr. Revilla | $220.00 | $40.00 | $180.00 | $0.00 |
| Luis Navarro | A-1119 | Dr. Reyes | $160.00 | $0.00 | $0.00 | $160.00 |
| Ana Beltr | — | Dr. Revilla | $150.00 | $150.00 | — | — |
| Day total | $2,180.00 | $1,240.00 | $760.00 | $180.00 | ||
Tab moves across · Enter saves and starts the next line
TODAY Your spreadsheet
- One tab per day, that somebody has to remember to duplicate
- Formulas that break, and nobody notices until month end
- Anyone can edit an old day and leave no trace
- Working out what a provider produced is half an afternoon of adding up
- Two locations means two blocks of columns and twice the mistakes
WITH CLINIC LEDGER
- You capture from the keyboard: type, Tab, Enter, next patient
- Cash, card and what is still owed, worked out as you type
- Close the day and the records are locked
- What each provider produced, on one screen
- Each location with its own close and its own logo
From the visit to a closed day, in three steps
This is the whole workflow. There is no fourth step, and no module you will never open.
2
The totals follow along
Cash, card, what is still to be collected, and what each provider earned — all of it recalculated on every line, so the till is balanced before anyone counts it.
3
You close the day
One click freezes it. The owner and each provider get the day's numbers by email. Only the owner can reopen a day, and that gets written down too.
What it does
It solves one thing, and it solves all of it.
The daily close
One line per patient: chart number, provider, service type, amount, cash and card. Totals at the foot, always balanced.
Production per provider
How many patients each one saw, what they generated, and what they are owed under their rate — fixed per visit or a percentage, and different per service type.
The day really closes
Closing freezes the records. Only the owner can reopen a day, and who did it and when is written down.
History and export
Filter by date, location, provider or patient, with the totals for the period. Export to CSV and open it in Excel whenever you need to.
Patients and charts
One chart number per person, no duplicates. Their page shows every visit and the balance they still owe.
Several locations
Each with its own providers, its own close and its own logo. Switch location at the top and everything else follows.
Everyone sees their own part
The scoping is not cosmetic — it is enforced on the server. Nobody sees what they should not, even knowing the exact address.
O
Owner
Sees and runs everything in their clinics: locations, providers, rates, users and the audit log. They are the one who closes and reopens days.
P
Provider
Captures their own visits and sees their own side: their production, their patients, what they earned. Not the other providers, not the rest of the till.
A
Assistant
Captures and reads, but only for the providers the owner assigns them. Useful when the front desk covers some physicians and not others.
✓
All of it is on the record
Who opened which chart, who captured each payment, who closed each day — with the time and the IP address, and no way to erase it from inside the app.
Pricing
Per location, with unlimited providers and users. We do not charge per person, because we do not want you leaving anyone outside the system.
One location
$199 / month
- Unlimited providers and users
- Daily close, history and CSV
- Audit log
- Email support
Two locations
$329 / month
- Everything above, at both
- An independent close per location
- Each one with its own logo
- Company-wide consolidation
More locations
+$99 / month each
- Added on to the plan above
- One sign-in for all of them
- Setup from $750
- Two months free when paying yearly
Setup is billed separately and covers loading your current
patients, configuring locations, providers and rates, and training your team. So on
day one you are working, not configuring.
Patient data, taken seriously
It runs on HIPAA-eligible Amazon Web Services, with the business associate agreement signed.
BAA signed with AWS. The document HIPAA requires of any vendor that touches patient data.
Encrypted in transit and at rest. Nothing travels or sits in the clear.
A six-year audit log. Who opened which chart and when, and it cannot be edited from inside the app.
Sessions that expire themselves after 30 idle minutes, plus a lockout after repeated failed attempts.
Your data is isolated. Each clinic lives in its own space; no other one can reach into it.
Continuous backups with restore to any point in the last 35 days.
To be clear: HIPAA does not certify software. What can honestly be
said is that the infrastructure is eligible, the BAA is signed, and the technical
controls are in place. The rest — policies, training, and the agreement between your
clinic and us — we settle with you before you start.
Twenty minutes, with your own numbers in front of you
We set your clinic up in a demo, with your brand and your locations, and you decide looking at something real. No commitment.
Already a customer? Sign in