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Meddesk Docs

Closing the day

A short routine that keeps the books and records clean. Do it at closing time, or first thing the next morning.

1. Finish the desk

Section titled “1. Finish the desk”

Open the Clinical desk for Today.

  • Expected still has appointments: the patient didn’t come. Open each and set No show or Cancelled, or reschedule it.
  • Checked in, With doctor or Awaiting checkout still has appointments: finish them. Complete the ones that are done.

Nothing should be left in the middle columns overnight.

2. Make sure every visit is billed

Section titled “2. Make sure every visit is billed”

For each completed visit, open the appointment’s Invoices section. A visit without an invoice wasn’t billed: select Generate Invoice. See Bill a visit in one click.

Then on Invoices, filter Status by Draft: drafts aren’t owed by anyone until they’re issued. Issue them, or delete the ones made by mistake.

3. Approve the day’s money

Section titled “3. Approve the day’s money”

Staff with Can approve pending transactions open Finance › Transactions, filter by Status Pending and today’s Date, and check each one against the receipt or cash. Approve what’s right. A pending payment entered by mistake can be deleted. An approved one can only be voided. See Approve, void or delete.

4. Count the cash drawer

Section titled “4. Count the cash drawer”

Open the cash drawer account. Its balance counts approved transactions only, so approve first. Count the money:

  • It matches: done.
  • It doesn’t, and you can’t find the cause: record an adjustment with the reason in Notes. Adjustments are approved immediately.
  • Moving the cash to the bank: record an account transfer from the drawer to the bank.

5. Check what’s still open

Section titled “5. Check what’s still open”
Where Look for
Appointment requests Pending requests from patients. Approve or decline them.
Lab orders › In progress / To review Results waiting to be entered, verified or released.
Dashboard Widgets such as Outstanding Receivables, Outstanding Supplier Balances, Critical lab results and Owed to laboratories.

Weekly or monthly

Section titled “Weekly or monthly”