Adding an Expense to a Treatment

In Medicasimple, you can easily add laboratory or material expenses to a specific treatment, such as an implant, root canal treatment, or filling.
You can do this either directly from the treatment list or from the treatment plan inside the patient profile.

🧩 1️⃣ Adding an expense to a general treatment from the treatment list

Use this method when you want to attach an expense to one of the treatments defined in the system.

Steps:

1. From the left menu, go to Settings → Treatments.

2. In the treatment list that opens, click the "Edit" button on the right side of the treatment you want to add an expense to.

3. In the window that opens, click "Add Expense".

4. Select the laboratory organization you created earlier.

5. Enter the expense amount and optionally add a description.

6. Click Save to complete the process.

The expense added with this method is automatically fixed to the related treatment.
Each time the treatment is applied, this expense item is automatically reflected to the related laboratory organization.
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👩‍⚕️ 2️⃣ Adding an expense to a treatment from the patient profile

Use this method to add an expense to a specific treatment in a patient's treatment plan.

Steps:

1. Go to Patient Profile → Treatment Plan.

2. Open the treatment you want to add an expense to.

3. Click the money icon 💰 in the lower-right area.

   • If it is grey: an expense has already been entered for this treatment.

   • If it is colored: you can add a new expense.

4. Fill in the Amount field (required).

5. Optionally enter a description.

6. Click Save.

With this action, the expense is automatically linked to the treatment, the patient profile, and the related doctor.
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🧾 3️⃣ Creating an expense organization/laboratory

If the organization you want to link the expense to does not exist yet, create it first.

Steps:

1. Click the profile icon in the lower-left corner.

2. Go to Settings → Current Accounts.

3. Click Create Organization.

4. Enter the organization name, such as A.C. Dental Lab.

5. Select Laboratory as the organization type.

6. Other fields are optional; click Save to complete the creation.

⚙️ Result

The expense item is now automatically matched with the selected treatment.
When the treatment is completed:

• The expense is automatically reflected to the related laboratory organization.

• The expense amount is automatically deducted from the doctor's performance and revenue calculations.

• All expense movements can be viewed transparently in clinic reports.