Accounting Module
🧾 Integrated Accounting and Finance for Clinical Operations
The Accounting and Finance Module of Odontomy is specifically designed for dental clinics, dental offices, and specialized centers that need real economic control, without the complexity of generic accounting systems.
Unlike traditional tools, accounting in Odontomy is not isolated:
each economic movement can be directly linked to patients, treatments, professionals, locations, equipment, services, and clinical activities, allowing for an understanding of not only how much is earned or spent, but where and why.
📊 Accounting Transaction Panel
The main view of Transactions centralizes all economic movements of the clinic.
From this panel, the user can:
Filter by date range, account, category, or type of transaction
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View key indicators:
Total Revenue
Total Expenses
Net Profit
Total number of transactions
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Analyze graphs of:
Revenue vs. expenses by month
Revenue distribution by category (consultations, treatments, orthodontics, etc.)
Temporal evolution of income and expenses
All this information is dynamically updated and can be exported to PDF, Excel, or CSV, facilitating reports, audits, or external analyses.
📈 Income Statement
Odontomy includes a Statement of Results (Income Statement) that is simple and clear, ideal for understanding the economic performance of the selected period.
This report allows:
Define start and end dates
Group or ungroup results by categories
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Clearly see:
Total Revenue
Total Expenses
Net Profit or Loss
It is a key tool for evaluating months of high demand, commercial campaigns, fiscal periods, or specific seasons of the clinic.
💸 Cash Flow Statement
The Cash Flow Statement shows how money actually moves within the clinic.
It includes:
Initial cash balance
Operating income (consultations, procedures, plans, products, reservations)
Operating expenses (supplies, laboratory, rent, salaries, maintenance, services)
Net cash change
Final available balance
This report allows for anticipating liquidity needs, planning payments, managing supply purchases, and avoiding financial mismatches.
📋 Detailed Income and Expenses
Odontomy clearly separates cash inflows and outflows for fine control of operations:
🔹 Income List
Detailed record of all cash inflows, for example:
Dental consultations
Treatments and procedures (endodontics, orthodontics, implants, etc.)
Plans and installments
Sale of products (oral hygiene, kits, commercial supplies)
Other income
Each income entry includes date, account/category, amount, payment method, patient (optional), and quick actions.
🔹 Expense List
Complete control of typical expenses of a dental clinic:
Dental supplies and materials
Laboratory (prosthetics, plates, crowns, etc.)
Equipment and maintenance (chairs, compressors, autoclaves)
Fixed services and expenses (rent, electricity, water, internet)
Marketing and patient acquisition
Salaries, fees, and commissions
General administrative expenses
This allows for knowing the real cost of operation and detecting opportunities for improvement.
🧮 Budgeting and Financial Planning
The module incorporates Budgets to plan and project the clinic's economic future:
Create annual, quarterly, or monthly budgets
Define expected income by services and specialties
Estimate operating expenses and supply purchases
Visualize projected profit
Compare budgets between periods
It is a key tool for investment in equipment, expansion of locations, or incorporation of new professionals.
🔗 Accounting Linked to Patients, Treatments, and Equipment
One of the strongest differentiators of Odontomy is the accounting by clinical unit.
The clinic can see specific accounting for:
👤 A patient
🦷 A treatment or procedure
🏥 A location or office
👨⚕️ A professional (profitability by schedule/services)
🛠️ A clinical team (costs and maintenance)
In each record, the following are shown:
Total income
Total associated expenses
Net profit
Transaction history
This allows for answering key questions, for example: which treatments are more profitable, how much it costs to maintain a piece of equipment, or how much a specialty contributes to the overall result.
💳 Payment Methods and Traceability
Odontomy allows for orderly recording of payment methods:
Cash
Credit/Debit card
Bank transfer
Deferred payment/installments
Online payments (if the clinic enables it)
This facilitates reconciliation, reporting, and cash control.
📎 Documentation and Economic Backup
Each transaction can include:
Internal references
Detailed description
Associated contact
Linked invoice/receipt
Attachments (invoices, receipts, budgets, contracts)
All information is centralized, organized, and available for auditing, backup, or external accounting management.
📌 Strategic Value of the Module
The Accounting and Finance Module of Odontomy transforms numbers into useful information.
It allows:
To have real financial control of the clinic
To understand profitability by treatment, specialty, or professional
To make decisions based on concrete data
To reduce errors and dependence on external spreadsheets
To integrate clinical operations and finances into a single platform
Odontomy is not just a management software: it is an economic decision-making tool for dental clinics.