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Daily close

End the day with fewer loose ends.

Daily close should show the clinic what needs attention before the day is considered complete. AestuteOS helps surface finance-related gaps around completed Treatment Events, including missing payment confirmation, balances, receipt evidence and unresolved review items.

  • Review completed Treatment Events for finance gaps
  • Surface missing payment confirmation
  • Identify balances and unresolved items
  • Check finance evidence before export
  • Support a cleaner end-of-day process
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What a structured daily close provides

A review of what happened, before the day disappears.

These four areas show how a treatment-linked daily close is more useful than a simple card terminal total at the end of a clinic day.

A daily close should catch gaps

If the clinic only finds payment or document issues days later, the daily close has not done its job. AestuteOS helps bring those issues forward while the day is still fresh and the detail is still easy to resolve.

Treatment-linked review

Because finance checks are linked to Treatment Events, daily close can be more meaningful than a simple total from a card terminal or diary. The clinic can see which specific events have gaps, not just that something looks off in the numbers.

Ready for export

Once the daily close is reviewed and gaps are resolved, the clinic is in a better position to prepare records for export, accounting review or management reporting. Clean close-out makes the export more reliable.

Less end-of-day searching

A structured daily close reduces the need to cross-reference card terminal receipts, diary entries, clinical records and finance notes at the end of a busy clinic day. The information surfaces in one view, connected to the events it belongs to.

How the daily close workflow runs

Four steps from review to export-ready records.

Daily close is most effective when it is structured around the Treatment Events from the day rather than a manual check of disconnected records.

  1. Review completed Treatment Events
    See all treatments from the day alongside their payment state, evidence status and any outstanding finance items.
  2. Surface gaps before they are buried
    Missing payment confirmation, unresolved balances and finance documents still awaiting review are visible before the day is considered closed.
  3. Resolve outstanding items
    Reception and admin can act on the surfaced gaps, confirming payments, attaching evidence or flagging items for management review.
  4. Prepare records for export
    Once the day is reviewed and gaps are resolved, the clinic is in a better position to prepare finance records for export or accounting review.

End the day with fewer loose ends.

Finance gaps surfaced and resolved before records are exported or handed to accounts.

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