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Bookkeeping for Medical Practices

When it comes to running your medical practice, one of the biggest decisions you need to make early on is what software you are going to rely on to run your Practice. There are several options that work, but our favourite two are cloud based: More and more practices are considering outsourced bookkeeping.

Both of these pieces of software have a great synchronisation with Xero for your accounting. We will talk you through some of our favourite features, or you can check out their respective websites above for a full analysis.


Cliniko is a complete practice management application trusted by thousands of healthcare practitioners in more than 70 countries worldwide. It allows you to manage your schedule, treatment notes, invoices, and so much more – all on one, easy-to-use platform. Try every feature now with Cliniko’s 30-day free trial!

  • Appointments. Cliniko’s appointment calendar is clear, straight-forward, and equipped with everything you need to manage your healthcare practice schedule. It’s intuitively designed with flexible views, online bookings, repeat appointments, and much more. At last, you can spend less time on scheduling, and focus your energy where it belongs – your patients.
  • Health Records. Cliniko’s treatment notes are fully customisable and securely stored in the cloud. Custom-build your templates and access records on any device. You can also search and find saved notes in a flash, and flag incomplete items to be finished later. And, with Cliniko’s drag-and-drop enabling, uploading files to patient records is a breeze.
  • Transactions. Manage your invoices, payments, expenses, taxes, and more with Cliniko’s simple and comprehensive financial tools. You can work with confidence, knowing all transactions are seamlessly synced with your client profiles, stored communications, and appointment history.
  • Business Management. Oversee multiple business locations and communicate with staff via the internal message board. Send SMS text messages to clients, import and export your data, and so much more. You can even create a custom add-on with Cliniko’s robust API.

Core Practice

Core practice is a web-based Dental Practice software that gives you the freedom to quickly and securely access patient information from your desktop, phone or tablet anywhere with an internet connection. Enjoy easier collaboration between your team and the opportunity to share workloads across your practices.

  • A HICAPS integration that just works. Say “goodbye” to complicated network configurations and expensive third-party hardware or software. There’s no need for VPNs, static IP connections or expensive router requirements; we’ll make it work with your current set-up.
  • All your patient’s clinical history in one place. Here you’ll find patient treatment notes, comments, attachments and media organised by visit. Use this as your first stop when building a case for your patients.
  • Communication is a two-way street. Integrated communication allows you to go about your day worry-free. Automatic SMS and Email appointment reminders offer peace of mind, and seamless emailing saves time by sending directly from the software.

If you are in the process of setting up your medical practice, or are considering a better way to manage your practice, why not book in a call with one of our experienced team members? We would be happy to have a chat and find a way to help.

Check out our blog covering the following topics.

  • How much does it cost to outsource payroll
  • How to outsource bookkeeping
  • Outsource bookkeeping for small business
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