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Quick Billing Shortcuts

One-tap checkout

A customisable cashier surface with buttons for the most requested services and doctor-set prices, issuing invoices without manual lookup.

Clinic billing software in Clinic Tek is a cashier surface with buttons for top services and doctor-set prices, instant insurance and copay splits, and WhatsApp invoice delivery — without hunting a long catalogue by hand. The invoice stays on the same visit and chart — a clean path to e-invoicing later. Permissions reduce unauthorised edits with an audit trail. Button order mirrors what sells daily; update prices when the service list changes so checkout arguments do not start at the till.

  • Reorderable service buttons
  • Doctor-set prices and discounts
  • Instant insurance and copay split
  • Send the invoice over WhatsApp
Quick Billing Shortcuts — One-tap checkout

Quick Billing Shortcuts in daily clinic practice

Quick billing shortcuts in Clinic Tek present a cashier surface with buttons for top services and doctor-set prices: invoice in seconds with insurance split, patient copay and a WhatsApp copy to the patient. Dental clinics speed checkout between chairs; medical centres align service buttons across doctors; busy GP rooms close packed days without hunting a long catalogue. The invoice stays on the same visit and chart — a clean path to e-invoicing later. Permissions reduce unauthorised edits with an audit trail. Button order mirrors what sells daily, not a long alphabetical list that slows the till.

How it runs day to day

Service buttons are ordered by frequency; insurance calculates instantly; invoices send over WhatsApp; edits lock after permission rules. Reports tie line items to doctors and branches. Cashiers do not open the full catalogue for every routine visit. Connect shortcuts to CliQ collection and update button prices whenever the service list changes before the next clinic day.

Honest trade-offs

Shortcuts suit repeat line items — rare procedures may still need manual entry. If your clinic never handles insurance, you can simplify the screen, but the biggest gain appears with copay splits and electronic collection. Stale prices on buttons cause checkout arguments. Spend five minutes weekly retiring idle buttons and refreshing prices before the busiest clinic days.

What to enable next

Connect shortcuts to CliQ collection and the chart. Review medical-centre solutions for multi-doctor setups. Update button prices whenever the service list changes. Train cashiers on insurance splits in the first two days, and review line-item reports weekly to spot buttons that are rarely tapped.

Inside the daily workflow

How does Quick Billing Shortcuts work in your clinic?

quick billing shortcuts works inside the same patient, appointment and invoice record, so your team does not re-enter information or switch between disconnected tools.

Request a walkthrough using your clinic workflow
  1. 01

    Reorderable service buttons

  2. 02

    Doctor-set prices and discounts

  3. 03

    Instant insurance and copay split

  4. 04

    Send the invoice over WhatsApp

For the doctor

More time for the patient

The doctor sets prices for common services and lets the till invoice without renegotiating every time.

For reception

Fewer calls and interruptions

Reception taps service buttons, splits insurance and sends the invoice before the next patient queues.

For the clinic owner

Operations you can measure

The owner gets a faster day close and clearer revenue per service without side spreadsheets.

Related features

Frequently asked questions about Clinic Tek

Yes — common items, insurance splits and electronic payments stay on the same visit record.

See this Clinic Tek feature in a live clinic

Start a trial and open the module yourself, or book a walkthrough focused on this workflow.