Feature · Accounting
Accounting & ledger
Office money desk beside treatment estimates, invoices, and Stripe-tokenized payments.
Quotes and collections sit next to the chart — not a separate QuickBooks silo.
Patient portions, statements, and ledgers stay readable for the owner without a Sunday binder.
01 · Deep dive
What this feature actually is
Dental money work is estimates, patient portions, and collections — in the same OS as the chart.
Stripe tokens payments; we do not store raw card numbers in a homemade ledger.
Owner-readable reports without exporting to a mystery spreadsheet.
02 · How it works
From ask to done — one loop
Built as a real surface in the practice OS — not a brochure paragraph.
- 01 · Price the planEstimates patients understand.
- 02 · Bill cleanlyInvoices on the same thread.
- 03 · Collect safelyStripe tokens, not DIY card vaults.
03 · In the clinic
A day with Accounting & ledger
How front desk, clinicians, and agents touch the same truth.
- 01Estimate
Plan with patient portion.
- 02Invoice
Clear line items after the visit.
- 03Collect
Tokenized pay beside the record.
04 · Product illustrations
See the surface
UX-style illustrations — fictional Lumen only. Each tile echoes the real product layout without photo screenshots.
05 · What you get
Included with this building block
- Treatment estimates and invoices in one flow
- Payments beside the patient record
- Ledger imports and reconciliation posture
- Stripe tokens — not PANs in our database
06 · Why clinics care
Robust, reliable, and in the same OS
- Chart-adjacent moneyNo shadow ledger.
- Patient-clear estimatesPortions before surprises.
- Specialist paymentsStripe for cards.
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