Insurance reimbursements reconciled against what was actually billed, revenue tracked per practitioner, and payroll handled for a mix of clinical and admin staff.
Clinic bookkeeping has a problem most other small businesses don't: the money you're owed and the money you receive rarely arrive at the same time, or in the same amount. Between insurer reimbursements, patient co-pays, and adjustments, it's easy to lose track of what was actually billed versus what was actually collected — and for a multi-provider practice, to lose sight of how each practitioner is performing.
Between adjustments, denials, and partial payments, reconciling insurer deposits against claims takes real, careful work.
In a multi-provider practice, it's difficult to know how each associate or hygienist is performing without dedicated tracking.
Clinical staff, hygienists, and administrative staff often have different pay structures, and getting it right every cycle takes attention.
Dental chairs, imaging equipment, and other capital purchases need proper depreciation tracking — easy to miss without dedicated bookkeeping.
Free, no-obligation review — 2 months of complimentary bookkeeping support if you qualify.
Apply for Free Trial →Yes. We set up per-practitioner production and revenue reporting so you can see how each provider is contributing to the practice.
Yes, this is one of the most common requests we get from clinics, and something we build directly into your monthly bookkeeping process.
Every client gets a named point of contact and a signed confidentiality agreement before we access any financial information. We work only with your financial and billing records — not patient health data — and by default we work directly on your own systems through a connection you control and can revoke at any time.