Boomerang FX

Created Feb 13, 2023

3.0 Accounting Module

Accounting processes allow clinics to manage and organize all internal operations by recording and keeping track of all daily procedures along with transactions and interactions between customers and suppliers.

Boomerangfxalpha

141 Steps

Go to BoomerangFX

To access the accounting selection options, click on Accounting on the left bar menu

The following options in the sidebar menu allow users to complete a variety of accounting processes that are typically done within clinics

Click on Bank Deposits to begin with the first accounting process

Under Bank Deposits, clients are capable of viewing all deposits made within a specific timeframe

Select the start and end dates

Select whether deposited or not

Click on Search

A list of the bank Receipts that have not been deposited will appear

If the user clicks on yes in the previous step, bank receipts that have been deposited will appear.

Click on the receipt number link to view it

Scroll down to view the details of that receipt

All links (in blue and underlined) are clickable.

The number under the label "Patient ID" allows users to navigate to the patient's profile in one click.
"Edit This Receipt" is a provided option
"Share Via Email" is also applicable to this receipt

Scroll down to view the details of that receipt

To view the credit memos in accounting, click on the accounting label in the left bar menu and then on Credit Memos

Credit Memos allow clinics to keep their customers satisfied by giving them the option to be refunded any product or procedure that they are unsatisfied with

Users may create credit memos to avoid refunding in cash especially when the procedure is of high value. The benefit of having a credit memo is giving the customers the option to experience a variety of treatments and products offered which may aid in increasing their loyalty.

By clicking on the credit memo code link, the user will be able to view the credit memo

This is a preview of the credit memo

In order to add a new credit memo, users may click on the plus icon as shown below

Fill out the required information as necessary

Type "TOny"

Select "procedures"

Click on Open

Click on option

Click on Without Tax

Click on Add Item once all fields are filled as necessary

The credit memo will populate at the bottom as shown below. To Edit, click on the pencil icon on the right.

Once all edits are completed, click on Update Item to implement all changes made

To complete creating the credit memo, click on Save Credit Memo

The system will redirect the user to the credit memo receipt while providing the option to [Edit This Credit Memo] as shown below

Gift Cards

Click on Accounting, then on Gift Cards

Gift Cards are a great way for clinics to grow their customer base by encouraging their patients to invite their friends and family to experience transformational results

Users may preview the gift cards by clicking on the blue reference ID in the list as shown below.

To issue a new gift card, click on the following button

To preview a gift card that has been previously created under Setup, click on the preview icon as shown below

This is how the preview will look

Click on the template you wish to issue the gift card in

Fill out the fields as necessary

Click on Save-Go To Next when ready

Users can choose to Collect Card Payment

This only works when a Stripe account has been set up and activated and the readers are linked

To record a manual payment, click on the button shown below

Choose the type of payment that suits you

Click on option

Then click on Save

To complete the gift card issuing, click on send

The user will be prompted with this pop-up and is free to choose the appropriate option

Users will be able to see the gift card under the main gift cards page

To see how to redeem a gift card, skip to steps 105 to 112. This is done when checking a patient out.

To access procedures, click on Accounting, then on Procedures

Procedures are first configured under Setup, but they are also accessible and can be modified through Accounting

As new procedures become available and older procedures become uncommon, clinics may decide to change the list of procedures offered. This feature is available in Setup and Accounting.

To navigate to Products, click on Accounting, then Products

When redirected to the list of products, users are capable of adding, editing, and deleting products

Similar to Procedures, products can be modified under Accounting and Setup.

Click on Accounting, then on Purchase Orders

Users are capable of viewing the purchase orders created within a specific timeframe

Users will choose the start and end dates

Then click on Search

Each purchase order number (PO number) in the list shown below is a hyperlink which allows users to view the purchase order receipt

This is an example of a previous PO

To edit an existing purchase order's status, the user will click on the edit icon shown below

Check on

Click on the check mark to confirm your edits

To create a new purchase order, click on the plus sign

A barcode number should be generated in order for the process to be fully functional

Users will click on Generate Barcode to view the number

This is an example of how it looks like

Users are recommended to keep this number saved for later use. If users own a barcode scanner, they do not need to worry about this step.

Users will fill the rest of the information as necessary

Only some fields are mandatory, but it is recommended to fill all fields to have a full description in the system

Click on Open

Click on option

Select "withoutTax"

Once done, click on Add Item

The details will populate in the table below

Users are to confirm the information and may delete the PO when necessary

Once all has been confirmed, the use will click on Save Purchase Order

The user has the option to email the PO to the supplier

If anything needs to be changed to the purchase order, the user may click on Edit This Purchase Order

To Receive a Purchase Order, click on Accounting then on the option shown below

Users will paste the barcode number generated when creating the purchase to this field to mark a purchase as "received"

If the clinic owns a barcode reader, this number will populate on its own.

Click on Search

The purchase order placed earlier will populate in the table below and will also be marked as received. Once all is done and confirmed, the user will click on Save Purchase Order

Users are free to uncheck the box labeled "Received all products as per purchase order" which allows them to change the "Received Qty".

Click on Accounting then on Quotes

Quotes can be used by clinics to offer a preview of the final price of a treatment that the patient may want to undergo

To edit an existing quote, users may click on the edit (pencil) icon as shown below.

When redirected, users may drag to the bottom to view the quote in the bottom table

This page shows the quote when it was added as an item that needs to be saved, but is not editable yet. This feature allows users to preview further details in a clear and organized table before editing it. Proceed to the next step to see how to edit the quote. Users may also delete the quote if the details they see are not as they see fit.

To edit the quote after previewing its details, users will click on the edit icon shown below

The user is free to change it as necessary

Once editing is completed, users will click on Update Item

Then after reviewing its details in the table below, users will click on Save Quote

A green dropdown will appear confirming that the quote has been updated and this page will show the quote's details as the patient would see it.

To add a new quote, users will click on the plus sign as shown below

Fill out all necessary information

Some fields are mandatory, but all fields are recommended to be filled out.

Type "Michael"

Click on option

Select "procedures"

Click on Open

Click on option

Select "withoutTax"

Click on Open

Click on option

Once all information is filled out as necessary, click on Add Item

As explained in earlier steps, the bottom table is a feature that allows users to preview and review the quote's details before confirming.

Once all has been confirmed, click on Save Quote

This prompt will pop up for users and they are free to choose the appropriate selection

The green dropdown appears for confirmation

When customers have paid for the treatment offered, the user will click on [Create Receipt From This Quote]

This feature allows clinics to save time and have a faster turnover time in checking patients out. For example, this quote might be created in a consultation. If the patient comes in for the treatment mentioned in this quote, this same quote could be turned into a receipt saving the staff the time of having to create a receipt with the same information. Quotes are saved under each patient profile for quick access by staff members, who can easily locate the quote they need by searching for the patient in the Patient List.

The user will be redirected to receipts and the receipt information will be automatically populated in the bottom table for review

Once confirmed, the user will click on Save-Go To Next

100

The user is free to choose the appropriate answer

101

Users will be automatically redirected to this page to collect payment

102

Users may Collect Card Payments

103

A Stripe account needs to be created and activated, and stripe readers need to be connected

104

Users may also Record a Manual Payment as shown earlier

105

And finally, users may Redeem a Gift Card for a patient

To redeem a gift card, the patient needs to provide the staff members with the gift card code. Retrieving this code is shown in the next steps

106

The recipient will receive an email upon having a gift card issued to them

107

In this email, the recipient will find a Gift card code, an Expiry date, and an Amount

To redeem a gift card, the patient will need to give the clinic the Gift card code upon check out.

108

The Gift Card Code should be entered in the text field shown below

109

The Amount used should be also filled out

The Gift Card Balance Amount will appear on the right.

110

Click on Redeem

111

The green dropdown will appear for confirmation and the gift card payment will also appear

112

Staff members may also add other payment methods

In this case, the gift card option will be used again

113

Click on Redeem

114

Once the payment has been completed, the user will click on Save

115

The receipt will be available to view

To redirect to the patient's profile, the user may click on the patient ID on the left. Users are able to Print the Receipt and also capable of Editing This Receipt

116

Receipts

To access receipts, click on Accounting then on Receipts.

117

This is how the receipts will look like

The functionality of this page is similar to that of quotes. Users are able to edit receipts and add new receipts in the same way they are able to do so with Quotes.

118

To add a receipt, click on the plus sign, and to edit, click on the pencil icon

119

By clicking on the plus icon, the user is redirected to this page to add a new receipt

As you may notice, the fields are the same as the ones found in Quotes. Users will fill the information in the appropriate fields, then click on Add Item to populate the details in the bottom table. After reviewing the details, users will click on Save-Go To Next to finalize the receipt creation process. Users will also be given a pop-up prompt to send the receipt the patient, and users are free to choose whether to do so or not.

120

Suppliers

Click on Accounting, then on Suppliers

121

Similar to Products and Procedures, Suppliers are configured under the Setup section, but can also be modified under Accounting and new Suppliers can also be added

122

Surgical/Consumables Invoices

Click on Accounting then on Surgical/Consumables Invoices

123

This page allows users to view, add, edit, and delete all invoices created for all consumables used within the clinic

124

Users can choose to view invoices within a specific timeframe by choosing a start and end date, and filter the invoices based on payment status

125

Click on 1

126

After selecting the appropriate timeframe, click on Search

127

To edit the status of the invoice, click on the edit (pencil icon) as shown below

128

In this example, this invoice will be changed to "Paid in Full"

129

Click on the check mark to ensure the changes are saved

130

As you may notice, the invoice number is no longer in this current list

The invoice has been moved to the Payment Status: Paid. Users are free to navigate through the Payment Status dropdown to confirm or find any of the invoices.