By tracking current accounts, you can monitor your debts and credits in detail and prepare necessary reports for your clinic based on this information.

At Medicasimple, we provide you with this capability. We have a feature where you can keep track of your income and expenses and access this information from anywhere in real-time. Initially, you will need to create institutions for yourself. These institutions can be the banks you use for POS devices, insurance companies you have agreements with, laboratories, etc.

How do we set up institutions?

Navigate to Settings > Institutions and open the Current Accounts tab. From there, click Create New Current Account in the top-right corner to add a new institution.

When you click the button, another window will open where you can add an institution. In this area, you will be asked to fill in some information to create the institution. It is not necessary to fill in all the information; selecting the institution name and institution type will be sufficient to add the institution. Once you enter the information, the "Create" button will become active, and when you click it, the institution will be added.

To add a transaction to an institution, select the account from the current accounts list to open its details. From the modal view, click the "Add Operation" button located in the top-right corner. This will open a window where you can select the transaction details, enter the amount, and save the record.

The Add Finance Transaction form allows you to log new entries by entering key details such as the institution, amount, action type, relevant dates, VAT rate, and payment status. You can also assign the transaction to a specific patient or employee and add a description before saving.

If your issue is not resolved, you can contact our team for detailed information using the live chat button.

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