Debt from memory
Nobody knows for certain what each patient owes until somebody sits down and adds it up.
Balance: what each patient owes, and why
On each patient's record, the Balance section shows you every movement: what created debt, what they paid and what is left, split by currency. On top of that, the debtors report shows you who owes money across the whole clinic.
What eats your time today in balance
Forgotten instalments
The patient stopped paying at the fourth instalment and it only shows up months later.
Collections with no list
To call the people who owe money you have to go through record after record.
What Balance gives you in OCLÜ
Balance by currency
For each currency you see whether the patient has an outstanding balance, overpaid or is up to date.
Movements with their date
Debts, payments, advances and voided payments in a list you filter and sort.
Debt that creates itself
The debt appears when you complete a treatment on an approved plan, or when an instalment falls due.
Debtors report
Every patient with debt, with their treatment plans and a filter by treatment or by instalments, in Excel or PDF.
Contact them directly
From the debt detail you open the patient's WhatsApp or email, and download their account statement as a PDF.
Void a payment
If a payment was entered wrong, you void it with a reason and the debt for those treatments comes back.
How Balance works, in three steps
You complete the treatment
When you mark it complete on an approved plan, the amount moves to the patient's account.
You take payment
Each payment is assigned to its treatments and the patient's balance updates.
You follow up the debtors
In the report you see who owes, how much and on which plan, and you contact them from there.
Frequently asked questions about balance
When does a patient start owing money?
When a treatment on an approved plan is marked as completed. If the plan has instalments, each one is added to the debt on the day it falls due.
Can I see only the instalment debt?
Yes. The debtors report filters between debt from treatment plans and treatments, and debt from instalments.
Can I give the patient their debt statement?
Yes. From the debtors report you download that patient's account statement as a PDF, and you have their WhatsApp and email at hand.
What happens if I void a payment?
The debt for those treatments comes back onto the patient's balance. The payment is marked as voided, with its reason, and appears in the voided payments report.
Where is the credit balance shown?
On that same balance, separate from the debt and by currency, as money the patient left and has not used yet.
Balance connects to the rest of OCLÜ
Treasury
Daily cash box, payments and debt per patient
Credit balance
Deposits and advances the patient uses later
Treatment plans
Treatment plans with online acceptance
Try Balance with the rest of your clinic inside
The balance builds itself from completed treatments and payments, so nobody adds up by hand what a patient owes. Start free and migrate your data with our team.