Base pack features
What the starter pack includes.
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Invoice and payment summary cards
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Overdue invoice and action alerts
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Weekly billing trend charts
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Manual CSV import or simple accounting sync
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Practice-friendly dashboard layout
Medical Solution Pack sandbox
Billing & Invoice Workflow Pack
An interactive sandbox for tracking invoice status, payment follow-up, billing alerts, and weekly practice finance metrics.
InvoicesPaymentsBilling alerts
Full-page sandbox
Included
Invoice and payment metrics in one view
Included
Weekly billing snapshots
Included
Alerts for overdue or blocked invoices
Outstanding
£42k
Overdue
3
Invoices sent
28
Billing and payment trend
Billing alerts
2 openActivity
Payment sync complete
28 invoices imported
Billing score refreshed
Potential enhancements
Add-ons when the workflow needs more.
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Accounting and payment platform integrations
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Automated email alerts
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Revenue forecasting and target tracking
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Patient account status views
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Monthly finance report exports
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