Overview

The Payments Report Dashboard provides a summary of the clinic’s financial transactions. It helps users monitor the total amount billed, discounts provided, pending dues, and the payments collected from patients. This dashboard allows clinics to track financial performance and understand how payments are received through different payment modes.

Description

• The Total Amount Billed section displays the overall amount charged to patients for consultations and services.
• The Total Discount Amount shows the total value of discounts given to patients.
• The Total Due Amount indicates the pending payments that are yet to be collected.
• The Total Payment Collected represents the total amount successfully received from patients.
• The Paymode Wise Payment table shows the breakdown of payments based on different payment methods such as Cash, Credit Card, Debit Card, UPI, GPAY, and Paytm.
• These details help clinics analyze revenue, monitor pending payments, and understand patient payment preferences.

Navigation :

1. Billing and Payment Summary

• The Payment Report Dashboard provides a clear overview of the clinic’s financial transactions.
• It displays the total amount billed, total discount amount, total due amount, and total payment collected for the selected time period.
• This helps the clinic easily track overall revenue, discounts given, and pending payments.

2. Payment Mode Analysis

• The dashboard also shows a breakdown of payments based on different payment modes.
• Users can view how much payment was received through cash, credit card, debit card, and digital payments such as UPI or Google Pay.
• This helps understand which payment methods are commonly used by patients.

3. Doctor-wise Payment Insights

• In clinics with multiple doctors, the dashboard allows doctor-level payment tracking.
• Users can check how much revenue is generated by each doctor.
• This helps in monitoring doctor-wise collections and overall clinic performance.

Updated on: 14/03/2026