1. Configuring your Finance Set Up
Ensuring that the finance section of your wawa platform is properly configured and populated with relevant information will add ease to your clinic’s billing of patients, receiving payments, and keeping track of your clinic’s operational costs.
Scroll to the bottom of this page for a full video walkthrough.
2. How it Works
Start in your clinic Settings. Under the “Finance” header, you will find the following options available for configuration:
Price Lists: Prepare all products and their prices for billing in the platform
Billing: Ensure your billing address and bank information is correct
Payment Methods: Add any payment methods that are not already included in the platform
Funder Types: Add any additional funder types of patient treatment. Once indicated on a patient’s profile, this is seen alongside their outstanding balance in the upper bar of their patient page.
Payment Terms: Indicate your default payment terms in days, mark a default, and add any discount rates if applicable.
Tax Rates: Add any default tax rates. These can then be applied to products.
Dunning: Configure invoice reminder messages
Note: Have questions, or have bulk products and services you would like uploaded? Reach out to the wawa team and we will be happy to help!
3. Video Walkthrough