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🚀 WIO CLINIC now supports 18 specialties with AI-powered diagnostics. Explore Features

Financial Management

Revenue visibility from invoice to deposit. Complete financial lifecycle with multi-currency invoicing, Stripe payments, installment plans, expense tracking, insurance management, and real-time dashboards.
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Financial clarity for every clinic. Stop chasing payments and reconciling spreadsheets. From auto-generated invoices to patient payment portals, every transaction is tracked, every balance is real-time, and every report is one click away.
Invoice Management
Full lifecycle with revision history
Invoices
Draft to Paid
0
100
Payment Processing
Card, bank transfer, and cash
Payments
Multi-method
Jan
Dec
Multi-Currency
95+ currencies with per-clinic configuration, locale-aware formatting, and no hardcoded defaults.
Installment Plans
Split large treatment costs with automated reminders, tracking, and grace period management.
Daily Cash Register
Opening balance, daily transactions, and closing reconciliation with discrepancy alerting.
Patient Accounts
Per-patient financial ledger with transaction history, credits, and outstanding balance tracking.
+28% Faster collections
The public payment portal alone transformed our cash flow. Patients pay on their own time, installment reminders go out automatically, and our accounting team finally has clean data.
Portrait photo
Dr. Emily Watson
Finance Director
Insurance Management
Staff
Role
Staff
Role
Staff
Role
Streamlined coverage verification
Manage insurance company profiles with coverage lookup, patient association, and insurance-specific pricing rules.
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Expense Tracking
Phase A
80%
WIO CLINIC
Feature detail
Status
In progress
Complete cost visibility
Categorized expense recording with approval workflows, vendor management, and distribution analysis for full profitability insight.
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Financial Dashboard
WIO CLINIC
Feature item
Compliance
Real-time operational view
Today's revenue, outstanding accounts, overdue tracking, risk distribution, and top-paying patient insights — all at a glance.
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Financial confidence
Every transaction accounted for
Nagano
Japan HQ
3:30pm
Credit Scoring
Internal patient credit assessment based on payment history for informed installment plan decisions.
Candidate found
Accounts
Cassy Price
Cleveland, OH
Configurable Price Lists
Multiple pricing strategies — standard, VIP, insurance, corporate — with history tracking.
Capstone
Order volume
J
A
S
O
N
D
Tax Configuration
Per-clinic tax rates with multiple tax types, exemptions, and region-specific compliance.

Security & Compliance

HIPAA CompliantGDPR CompliantCCPA CompliantSOC 2 Type II CertifiedISO 27001 Certified

Industry Recognition

G2 Leader EMEAG2 Infrastructure LeaderG2 Best Usability