Your team’s working step
Identify the service
Your reception team confirms the administrative service request and the agreed charge.
What this step delivers
Clear details before preparing the invoice.
MAX SOLUTION · Desktop system
Clinics & medical practices
Organize the administrative and commercial workflow around clinic services.
Request a demo for this activityExplore the workflow ↓Max SolutionONE SYSTEM. MANY ACTIVITIES.
FROM FIRST STEP TO DAILY REVIEW
Your activity, step by step
Explore the numbered points to see the work sequence and how Max Solution supports it.
Select a point or a step belowSupported by Max Solution
Prepare the invoice
Record the service sale and invoice within the clinic’s commercial workflow.
What this step delivers
An organized service invoice.
Supported by Max Solution
Record payments & costs
Keep payment transactions and business expense records available for review.
What this step delivers
A clearer view of financial transactions.
Supported by Max Solution
Review operations
Review supply purchases, inventory and business reports. Clinical records and insurance workflows are scoped separately.
What this step delivers
Administrative and commercial information in view.
Team steps describe the work people carry out. Software options and specialist requirements are confirmed for your setup.
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What your daily operation needs
Keep service records and billing organized.
Review purchasing, supplies and stock counts.
Follow expenses and operational reports.
Relevant Max Solution features
See all featuresPoint of sale & invoices
Keep daily sales and invoices connected to your business records.
Inventory & purchasing
Follow item movement, purchasing and stock records across your workflow.
Accounts & expenses
Bring business transactions and expense records into a clearer working view.
Business reports
Review sales, purchasing, inventory and expenses to understand business activity.
MAX SOLUTION
Plan the setup around your requirements
Use these questions to prepare your demo. We confirm specialist features and integrations against your requirements.
- What scheduling and patient-information requirements do you have?
- Do you require clinical records, prescriptions or insurance claims?
- Which privacy controls, permissions and medical integrations are required?