Feature · Money

Accounting & ledger

Office money desk beside quotes, invoices, and payments — reports the owner can actually read.

Estimates tie to the care thread; invoices say what was done and what remains in human language.

Ledger imports and reconciliation replace a binder on Sunday — statements and nudges share the same templates.

01 · Deep dive

What this feature actually is

Accounting & ledger is a first-class surface in the HeyMed practice OS — the same place your calendar, CRM, messages, money desk, and agents live.

Office money desk beside quotes, invoices, and payments — reports the owner can actually read.

Clinics adopt it to retire bolt-on tools that force staff to copy context between tabs. Every screenshot on this page uses fictional Lumen SAMPLE data — no real patient information on marketing surfaces.

HeyMed keeps brand and product language simple: agent, robot, or AI — never third-party model names in owner-facing UI.

02 · How it works

From ask to done — one loop

Built as a real surface in the practice OS — not a brochure paragraph.

01 · Quote the planEstimates tied to the care thread.
02 · Invoice cleanlyWhat was done, what remains — in human language.
03 · Watch the ledgerImports, payments, and owner-readable reports.

03 · In the clinic

A day with Accounting & ledger

How front desk, clinicians, and agents touch the same truth.

01
Quote the plan
Estimates tied to the care thread.
02
Invoice cleanly
What was done, what remains — in human language.
03
Watch the ledger
Imports, payments, and owner-readable reports.

04 · Product illustrations

See the surface

UX-style illustrations — fictional Lumen only. Each tile echoes the real product layout without photo screenshots.

Ledger desk — SAMPLE — **Ledger desk** Illustrated financials dashboard — KPIs, invoice table, soft chart.

Quote builder — SAMPLE — **Quote builder** Treatment estimate line items and send bar.

Pay panel — SAMPLE — **Pay panel** Invoice detail with payment method pills.

Money desk art — SAMPLE — **Money desk art** Owner + clinician reviewing the books.

05 · What you get

Included with this building block

Lives in the same practice OS shell as schedule, CRM, and messaging
Peach clinical UI with a robot helper on the detail page
SAMPLE-safe demos with fictional Lumen data only
Designed for multi-specialty medical practices — not a dental-only sidecar
Works with waitlist → office onboarding when your clinic is ready

06 · Why clinics care

Robust, reliable, and in the same OS

Modern railsQuotes and invoices stay on the treatment plan thread.
Less spreadsheet hopeCard exports get a real next step.
Works with messagingStatements and nudges use office-name-first templates.

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