Know Where Every
Dollar Stands
A six-tab analytics dashboard, full ledger reporting, AR aging, production tracking, ABA direct debit, contract management, and Sparkie AI for instant financial answers. Everything your practice manager and accountant need.
Gross Receipts
Payment Adjustments
Net Receipts
Ask Sparkie About Your Money
Skip the report builder. Type a question in plain English and Sparkie pulls the answer directly from your financial data. Outstanding balances, collection rates, referral performance, aging reports, even PDFs.
- Show outstanding balances over 90 days
- What is our collection rate this quarter?
- Which payment method has the highest failure rate?
- Generate an aging report PDF for the team meeting
- Compare referral source conversion rates
From Quote to Payment, No Gaps
Set up treatment fees with discounts and dental classifications. Create contracts with instalment schedules. Generate ABA batch files for direct debit. Manage billing parties with BSB-validated bank details. Send quotes from templates.
- Treatment fee setup: gross fee, discounts, net fee auto-calculated
- Regular and open-ended contracts with four status stages
- Down payments with configurable unbilled splits (1-4)
- ABA batch file generation for direct debit processing
- BSB validation with automatic bank name lookup
- Multiple billing parties per patient (bank account or credit card)
- Per-patient ledger with payments, charges, adjustments tabs
- Invoice and receipt generation from any ledger item
- Quote generation from templates, email or print to PDF
Twelve Modules, One System
Practice analytics, patient billing, contract management, direct debit, and quote generation. Built from what practice managers actually need.
Receipts Summary
Gross receipts by payment method (Cash, Direct Debit, EFT, EFTPOS, HiCaps). Adjustments by type and net receipts auto-calculated.
AR Aging
Five aging buckets (0-30, 31-60, 61-90, 91-120, 120+ days) colour-coded by severity. Top 20 outstanding balances with per-patient detail.
Production vs Collections
Monthly production and collections with collection rate %. Year-over-year comparison with colour-coded performance thresholds.
Patient Conversion
New patients vs started treatment vs did not start. Monthly bar charts with conversion rate line overlay and donut chart split.
Referral Analysis
Top 15 referral sources with per-source conversion rates. Horizontal bar chart colour-coded green/yellow/red by performance.
Full Ledger
Every transaction with date, payee, payment form, description, comment, amount, and transaction code. Filter by name, service code, and date range.
Treatment Fees
Gross fee, discounts, net fee, dental classifications, and treatment/diagnosis codes. Copy from proposals to skip manual entry.
Contracts
Regular and open-ended contracts. Down payments, charge scheduling, instalment previews, unbilled tracking, and four status stages.
ABA Direct Debit
Generate ABA batch files for direct debit. BSB validation with automatic bank lookup and payment schedule generation.
Quotes
Treatment quotes from templates with auto-calculated repayments. Email to patients, save as proposals, or print to PDF.
Billing Parties
Multiple billing parties per patient. Bank account (BSB + account) and credit card support with automatic bank lookup.
Patient Ledger
Per-patient ledger with payment, charge, and adjustment tabs. Running balance, aging breakdown, invoice and receipt generation.
Everything Under the Hood
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