Billing & insurance
Issue an invoice in three steps, take cash, card or wallet payments at the desk, and see what patients and insurers still owe, in every branch and currency.
In short
ClinicCrew Billing & Insurance is where a clinic bills and gets paid. Your team issues invoices with VAT, takes payments by cash, card or wallet, and closes the cash drawer each day. Insurance plans split each bill between the insurer and the patient, and claims are followed until the insurer pays. Treatment plans, packages, deposits, expenses and supplier bills sit in the same place, with profit by service, doctor and branch.
Pick the patient, add the services and issue the invoice. The payment step opens straight away, with the branch's own payment methods as big buttons.
Set up each insurer's plans once. Every invoice then splits into what the insurer pays and what the patient pays, and each claim shows if it was sent, paid or refused.
Send a treatment plan on WhatsApp for the patient to read and sign on their phone. Bill it session by session, or sell a package and use its sessions as they come.
Billing & insurance
Count each payment method at the end of the day. Any difference shows big, and past closes stay on record.
Take money in advance, use it on later invoices, pay back what is unused and print a statement.
Remind patients who owe on WhatsApp, with a link to pay by card or wallet through Paymob in Egypt or Moyasar in Saudi Arabia.
Take or upload a photo of a receipt: the amount, VAT, date and supplier fill themselves in. Set repeating ones like rent once.
Check, approve and pay supplier bills, and see what you owe each supplier and which bills are late.
Profit by service, doctor and branch, profit and loss, and who owes you, ready for Excel or print.
Work out what you owe each doctor or clinic that sends you patients, and record the payout.
Invoices from a Saudi branch carry the ZATCA QR code with the seller's VAT number and totals.
Each branch bills in its own currency, with its country's VAT rates and payment methods.
Your AI team
They work inside the limits you set, and ask before anything important.
Finance
Logs every payment and expense as it happens, keeps track of unpaid invoices and insurance claims, reminds patients who owe, and shows your profit.
How it works
Services and prices, and each branch's currency, VAT and payment methods. Every invoice takes them from there.
Add each insurer and its plans: what it covers, what the patient pays and what needs approval first.
Bill a patient from their appointment, take the payment, and close the cash drawer at the end of the day.
Keep exploring
FAQ
Still have a question? Our team replies within one business day.
Yes. Each branch uses its country's VAT rates, and a service can be marked exempt. Discounts come off before VAT, and every invoice shows the VAT on each line and in total. Prices can be entered with or without VAT included.
Invoices and credit notes from a Saudi branch carry the ZATCA QR code with the seller's name, VAT number, time, total and VAT, as the first phase asks. Sending invoices to Fatoora for the second phase is not available yet.
Make a claim for one visit or for an insurer's whole month. Print the claim form in Arabic and English, or download it as an Excel file, and send it through the insurer's portal or by email. Then record what the insurer paid or refused, and send refused lines again.
Yes. One payment can use two methods, the change to hand back is shown for cash, and any credit the patient already has can be used. The receipt is printed at the desk or sent to the patient on WhatsApp.
Yes. Sell a package of sessions, use one at each visit and see how many are left. A deposit is kept as the patient's balance, used on later invoices, and money not used can be paid back with a reason.
Each role sees only its part. The front desk takes payments and closes the cash, doctors see their own patients' invoices, and profit and salaries are only for the owner, admins and the accountant. Refunds and cancelled invoices always need a reason.