Gist Clinic provides operational financial tools for managing the financial side of clinic services.
Invoices
Invoices are used to track charges associated with clinic services and appointments.
An invoice can include:
- Service charges
- Applicable penalties
- Discounts
- Payments
- Remaining balance
Payments
Authorized users can record payments against invoices.
Supported payment methods depend on the organization’s Financial Settings.
Current standard payment methods include:
- Cash
- Credit / Debit Card
- Bank Transfer
- Wallet Transfer
Partial Payments
Where supported by the invoice workflow, payments can be recorded while an outstanding balance remains.
Each payment retains its own payment information and internal notes where applicable.
Discounts
Gist Clinic supports invoice-level percentage discounts.
The calculation follows:
Gross Total = Base Charges + Penalties
Discount Amount = Gross Total × Discount Percentage
Final Total = Gross Total − Discount Amount
The discount is therefore applied after applicable penalties.
Penalties
Appointment policies may generate penalties for events such as:
- No Show
- Late Cancellation
Depending on clinic configuration, qualifying penalties may be applied to a subsequent invoice.
Refunds
Refund information can be maintained as part of the financial workflow where available to authorized users.
Expenses
Authorized administrative users can maintain clinic expenses for operational financial tracking.
Reports
Financial reporting can help authorized administrators review clinic performance and operational financial information.
Medical Staff Billing
Medical Staff access to billing information is scoped to the information they are authorized to see rather than the organization’s complete financial picture.
Important
Gist Clinic provides operational financial management tools. It is not a replacement for professional accounting or tax advice.
Next
Continue to Staff Portal to learn how doctors and therapeutic professionals use Gist Clinic in their daily work.