Module — Financial Analytics
All the clinic’s revenue,
in a single view.
Sessions, payments, refunds, packages and vouchers in one place. Aesthetix tells apart what you sold, what you have already delivered and what you have already collected, and shows you, per practitioner and per treatment, where every euro is.
The problem
The clinic bills well. But how much did it earn?
Most clinics know how much came into the account. Few know how much of that has actually been earned, who produced it, which treatments generated it and how much is still to be collected. The bank statement answers none of those questions.
Billing mistaken for revenue
A month with many packages sold looks exceptional. But part of that money is service that still has to be delivered.
Sessions left unpriced
Sessions are closed with no value recorded and no payment attached. Nobody notices until month end, if then.
Revenue with no owner
Without knowing which practitioner delivered each service and which treatment generated it, each person’s commission becomes a conversation.
The parallel spreadsheet
Outstanding balances, packages and refunds live in a file only one person keeps up to date. When that person is away, nobody knows anything.
Commissions
Each practitioner’s percentage, worked out on its own.
The ranking shows how much each collaborator produced in the period. Revenue sharing turns that into the clinic’s share and each practitioner’s share, always based on what was actually paid and actually delivered. At month end, the commission maths is already done.
2 complimentary
Two sharing models
The clinic pays the collaborator, or the provider pays the clinic. The percentage is always the share of whoever the rule names, and the screen shows you the maths before you save.
Rules with a start date
The rule applied is the one in force on the date of service. Changing the percentage today does not rewrite any commission already calculated.
Only what was paid and delivered counts
There is no commission on money that has not come in yet, nor on service that has not been done yet. Refunds and voids create offsetting movements without erasing the history.
An optional personal view
You can give each practitioner access to their own production and their own share, without opening up the whole clinic’s billing.
Packages and vouchers
Prepaid sales with books that balance.
Sell session packages or vouchers with a code, collect in one go or in instalments, and let the system deduct each redemption in the session. What is left to collect and what is left to deliver are always in view.
Packages and vouchers on one engine
A package is a set of sessions. A voucher is credit in value, with its own code, which can be bought by someone outside the clinic and assigned to a patient later.
Reusable templates
Save the offers you repeat every month. Each sale keeps a copy of the terms and does not change if you edit the template afterwards.
The status is always visible
Every sale shows what has been collected, what is left to collect, the validity and whether it is active, exhausted or expired. Entitlements ending in the next 30 days appear in a list of their own.
Cancel without erasing
Before cancelling you see the exact impact. Cancelling blocks what is left; giving money back is a separate decision, recorded separately.
Features
Everything you need to run the money side of the clinic.
Period Indicators
Amount sold compared against the previous period, sessions delivered, average ticket and the forecast value for the month.
Trend Over Time
A chart of what was produced, in a daily, weekly or monthly view. Over short periods it automatically shows the last 12 months.
Session Detail
Date, patient, practitioner, treatment, sold, collected, balance, status and method, with filters by period, status, method and practitioner.
Session Financials
Record full or partial payments, refunds and voids with a reason, without leaving the analysis or reopening the clinical record.
Revenue per Treatment
A session with several treatments splits into lines of its own, so you know which procedure really generates the revenue.
Ranking per Collaborator
Each practitioner’s production in the period, including complimentary sessions granted, with a dedicated filter per practitioner.
Revenue Sharing and Commissions
Percentages per practitioner with a start date, calculated on what was actually paid and actually delivered.
Packages and Vouchers
Sell session packages and vouchers with a code, collect in instalments and let the system deduct each redemption in the session.
Prepaid Balances
What you have collected and not yet delivered, what you have delivered and not yet collected, and entitlements expiring in the next 30 days.
Needs a Decision
Five lists that ignore the selected period: outstanding, unpriced, to itemise, to reconcile and voided movements.
CSV Export
Export the filtered detail, line by line, to hand to your accountant or work on separately.
Role-Based Access
Financial management is for administrators. Each practitioner only sees their own sessions, and their own share if the clinic allows it.
Financial Analytics is the clinic’s commercial and cash management. It does not issue invoices or other tax documents: it works alongside the billing software you already use.
At no extra cost
Not a separate module. It already comes included.
Financial Analytics opens with Schedule or with Clinical Records. If you already have one of them, you have this, and there is nothing to buy separately.
See plansPut the clinic’s books in order.
Book a demo and walk through the full analysis with a fully populated example clinic.