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

• View key indicators:

  • Total Revenue

  • Total Expenses

  • Net Profit

  • Total number of transactions

• 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

• 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.