Money
The numbers your consultant asks for.
Production, collections, payments, QuickBooks and expenses on one scroll — with daily and monthly closes that run themselves.
What’s inside
Production and collections detail
Invoices, patient payments and payment plans
Insurance payments: ERA remittances and ledger posting
QuickBooks accounting
Expense log with receipts and linked bank and card transactions
Price Check fee comparison
Daily and monthly closes, projections and the accountant packet
Who lives in it
Owner, office manager and the outside bookkeeper.
Before Artemis
A month-end spreadsheet built by hand, and a terminal that doesn’t talk to the ledger.