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For finance admins & bookkeepersRevenue reconstructed from Stripe exports, provider comp calculated by hand from the schedule, and an accountant who asks “which of this is product sales?” every quarter. Here, comp reads from signed notes automatically, reports split product from service revenue, and your role sees the business — not the charts.
How do cash-pay clinics keep books without spreadsheet archaeology? By making the practice software emit bookkeeping-ready numbers: revenue split into product vs service (the sales-tax-relevant bucket flagged), provider compensation computed from signed notes and visits, and CSV exports an accountant can consume directly. The finance role in CareOS sees money everywhere and PHI nowhere.
Visits on the schedule and signed notes drive production comp per provider — no spreadsheet exports, no arguments.
Rollups classify revenue with the sales-tax-relevant bucket flagged — bookkeeping-ready, explicitly not tax advice.
Payments CSV your CPA can consume as-is. Hand it over; done.
Recurring membership revenue, session packages, and POS checkout land in the same payments ledger.
The finance role sees billing, comp, and reports — patient charts don't render, enforced at the route level.
Active protocols, membership MRR, adherence — the business vitals on one card.
Yes. The finance staff role grants billing, compensation, and reports — and chart routes don't render for it. Access is least-privilege at the route level.
Production comp reads directly from the schedule and signed notes — visits seen and notes signed drive the numbers, with base and total rolled up per provider.
Yes. Financial reports classify product vs service revenue and flag the sales-tax-relevant bucket, exportable as CSV for your accountant. It's bookkeeping support, not tax advice.
Also on the team: Practice operations · Medical directors · Physicians
Setup walkthrough · Month-to-month, no annual contracts · Your data is exportable anytime