Billing and Financial Reporting

Billing and Financial Reporting

Medesk lets you limit the number of programs you have to use at the same time. You can carry out most accounting activity directly within the platform. Our finance and accounting modules help you to track and manage payment processes, invoice generation at all stages of the patient journey.

What Is Medical Billing

Medical billing refers to the transactional aspect of healthcare provision and can be best summarised as the relationship between 3 different groups of people: healthcare providers like doctors and clinics, healthcare recipients (patients), and payers. This three-way relationship is pretty clear-cut when the payer is an insurance company, but not so straightforward in the self-pay market where you as the practitioner don't want to reduce the doctor-patient relationship to a transaction.

One of the best ways to both ensure that you get paid appropriately for your work and to remove yourself from any financial transaction is to use practice management software that automatically generates your billing and invoice documents as you record your activity with each patient.

Read more about medical billing and medical coding

Medesk can automatically generate your billing and invoice documents as you record your activity with each patient.


You can generate invoices for individual services as well as whole health packages at once. This includes applying any discounts, special offers and the like.

Outstanding Payments

When you open a patient record, you see a list of the completed appointments that haven’t yet been paid for. You can remind patients of their debt and use special reports to track aged receivables.

Xero Integration

Medesk can sync with Xero software to give your accountant full access to your financial records without the need to see any sensitive patient information. Keeping your books up to date has never been easier.


It’s always a nice bonus for patients when they see you’ve given them some cash back on their account balance with you. Doing so can be an excellent way to increase patient loyalty and boost your retention rate. No one wants to lose out, after all.

All your invoices made in Medesk will be automatically exported to Xero in real time!

Expert Opinion: How accounting software is integrated with Medesk

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Additional Features

Account Balance

Each patient records shows the sum of the invoices issued and the patient’s current balance. This allows you to offer additional services if there is enough money on the account. It also helps you keep track of any outstanding debts.

Access Rights

You have the option to limit access to invoicing to only those people in your clinic who need it. For example, many clinicians don’t want to be distracting by billing so you could limit this feature to your admin team.


Use a list of fully customisable tags to categorise different aspects of your invoices. For example, you can tag insurance-related items, additional services and so on. Of course, this allows you to build up complex reports that’ll help you find out all sorts of interesting and useful things about your clinic’s business operations.

We can customise our approach to billing depending on your exact requirements!

  • Deborah Creedy
    Deborah Creedy
    Glasgow Medical Rooms, Practice Manager
    The team at Glasgow Medical Rooms felt that the growth of the Practice required a bespoke software system for patient records and appointments. The process is almost at completion, support from the Medesk team has been excellent and responsive and we have a system which is user friendly and programmed to our individual needs.
  • Victoria Fenton
    Victoria Fenton
    Integrative Medicine, Personalised Wellbeing
    Such a great, customisable system which will save me time, maintain absolute professionalism and makes running the management side of my business so simple.
  • Shirley McDonald
    Shirley McDonald
    Consultant Trichologist, The Institute Of Trichologists
    The best booking system if you have more than one employee. The support provided was great. Platform offers a bunch of customised features. Could be not as competitive as other similar products however, does offer more overall.
  • Dr Hind Al-Husain
    Dr Hind Al-Husain
    The Holistic Womens Clinic, Founder and Holistic Gynaecologist
    I was very impressed with the professionalism and care taken to setup Medesk as my practice management system. Whilst dealing with Dr May, I was confident in his ability to deliver the product I wanted in the way I wanted - which he did in the time frame agreed and was readily accessible throughout. Medesk is a fantastic system which is intuitive, user-friendly and very easy to use without any loss of high-end functionality and is fully compliant with all legislation.