Dental clinic finances that collect on their own and show where the money comes in
Dental clinic finances are the part of your system that tracks what comes in and what goes out. In Pro365 GO, HartSystem's dental clinic management software, approved treatment plans become installments, payment reminders go out before the due date and late notices after, with no phone calls. Your KPIs show how much came in and by which payment method.
Your dashboards answer before you ask
What is dental clinic finance software?
Dental clinic finance software is the part of the clinic system that tracks money in and out: treatment installments, payments, collections and KPIs. In Pro365 GO, approved plans become installments, reminders before the due date and late-payment notices after it are automatic, and you see which payment method the money came through.
From approved plan to money in the bank
01The approved plan becomes installments
Down payment, installments and payment method flow straight into finance, with no retyping.
- Reminder before the due dateAutomatic02
The reminder goes out before the due date
Patients are reminded of their installment without the front desk calling.
03Payment comes in, any method
Card, cash, bank transfer or any payment method you set up. You see where the money came in.
- Late installment noticeAutomatic04
Late? The notice goes out on its own
After the due date, the late-payment notice is automatic. The front desk only steps in if needed.
05It all shows in your dashboards
What came in, what's still to collect and what's late, on one screen.
Fewer spreadsheets, fewer phone calls
Installment paid? The invoice goes out in one click
In Pro365 GO, the new ProDent, when the front desk marks an installment as paid, one click issues the service invoice (NFS-e) right from the system, with no city website and no retyping. NFS-e issuing is for clinics in Brazilian cities.
- 1Mark the installment paid
- 2Click issue invoice
- 3The NFS-e is issued by the system
Ask about your money. It answers.
No reports to build: Pro365 AI cross-checks your clinic data and answers in seconds.
Meet Pro365 AIFinance, screen by screen
Money in, money out, what's late and what the bank already paid, each in its place.
- 01The month's dashboard
Received, average ticket, quoted, minutes seen and visit rate, with money day by day against the previous month.
- 02Bank control
Money in, money out and balance for each account. Plan installments show the patient, installment number and payment method.
- 03Bills to pay
Supplier, due date, amount and payment method, with the expense split by type. Recurring and installment bills too.
- 04Late-payment rules
You set what happens after X days late: warn when the patient is opened, block new bookings or lock changes to treatments, plans and forms.
- 05Automatic settlement
The bank's return file (CNAB) settles paid installments into the chosen account and can reconcile the entries.
Pro365 GO is the new ProDent
This tool grew out of more than three decades of ProDent working alongside dental clinics. Now it's 100% web, comes with Pro365 AI and keeps the same HartSystem support team. If you use ProDent, the team helps bring your data over and trains your staff.
Our story- since 1993building software only for dentistry
- 100% webin the browser on computer, tablet and phone
- Finances up to dateinstallments, collections and cash flow without spreadsheets
In our clients' words.
Having ProDent in my clinic for years let me reinvent the way I work and stay organized. I've watched ProDent evolve without ever standing still, always looking ahead and bringing in new technology. The whole team works efficiently and quickly. Those who have it know this; those who don't should get it soon. It's the essential tool for our day-to-day. Everything, and I mean everything, apart from the clinical work with the patient, I do in ProDent. ProDent is fantastic!!!
I've been a user since 1998, and in all that time I haven't found another system that serves me so well... I recommend it to any dental professional.
I started using this tool and it made all the difference in managing my clinic. From then until today, I haven't found any dental clinic management software as efficient, practical and easy to use as [ProDent]. Every update adds features that are not only necessary but make my day-to-day easier. The people who built this software listen to dentists' suggestions and turn them into reality. Congratulations to HartSystem, and thank you for the partnership.
The software helps by getting marketing, financial and communication data quickly. I'm fully satisfied with the product, the guidance and the maintenance, always serving us quickly and kindly.
When I decided to computerize my clinic in 1995, I chose a company that was still young but, in my view, had a very promising product. I couldn't have made a better choice. Over the years ProDent has proven to be an excellent management tool, and HartSystem has always given me the best support. All of this makes me a loyal and satisfied client. I recommend it.
Frequently asked questions
What is dental clinic finance software?
It's the part of the clinic system that tracks money in and out: installments, payments, collections and KPIs. In Pro365 GO, approved plans become installments and reminders before and after the due date are automatic.
Does Pro365 GO collect from patients on its own?
Yes. The payment reminder goes out automatically before the due date, and if the installment is late, the late-payment notice goes out on its own too.
Which payment methods can I use?
Any payment method you set up, such as card, cash or bank transfer. Pro365 GO shows how much came in through each one.
Can I check finances on my phone?
Yes. Pro365 GO is 100% web and opens in the browser on a computer, tablet or phone.
Can Pro365 AI answer questions about finances?
Yes. Pro365 AI Consultant cross-checks your clinic data and answers management questions, like how much came in by card this month or who has a late installment, with no reports to build.
Can I bring my finances from my current system?
It depends on the system you use today. Get in touch to find out how we can help your clinic.
Does Pro365 GO issue service invoices (NFS-e)?
Yes, for clinics in Brazilian cities. When an installment is marked paid, one click issues the NFS-e through the system. Every city on the national NFS-e standard is integrated, and many others too; the HartSystem team checks your city on WhatsApp.
Explore the other tools in Pro365 GO
Every tool uses the same information as the others, so nothing has to be typed twice.
Discover a new way to run your dental clinic.
See how Pro365 GO connects scheduling, clients, treatments, finances, KPIs and artificial intelligence.
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