Accounting is one of the modules in MetoCRM, the medical tourism CRM built for clinics and health tourism agencies. The sections below cover what it does in day-to-day work.
Where the money side of a treatment is recorded
Medical tourism payments are rarely a single transaction. A patient pays a deposit to hold a date, settles the balance on arrival, sometimes in a different currency, sometimes partly in cash, and there may be a partner agency taking a commission on top. Tracked in a spreadsheet next to the CRM, this drifts apart within a month.
The accounting module keeps pre-accounting inside the panel: financial entries recorded, expenses and income tracked, and a current view of the clinic's financial position built from the same records as the sales side.
- Manage pre-accounting transactions inside the panel
- Record financial entries as they happen, not in a monthly catch-up
- Track expenses and income in one place
- Improve accuracy by removing a second, separate system
- See a current overview of financial health
Deposits, balances and the gap between them
The most expensive thing a clinic can lose track of is a patient who paid a deposit and then never had the balance chased, or a date held for someone who never paid at all. Both are ordinary consequences of keeping sales and money in separate systems.
Recording the financial side against the same operation as the offer and the patient card keeps the two in step, and reports then compare what was quoted against what was actually collected — the only figure that matters when judging a campaign or a consultant.
Getting set up
The accounting guide covers the module's entries and views.
Decide up front how you record currency, partner commissions and refunds, and apply it consistently from the start. Retrofitting a convention onto six months of mixed entries is far more work than agreeing one now.
The three numbers that go missing first
In clinics that keep money outside the CRM, three things reliably slip: balances owed by patients who have already travelled, commissions owed to partner agencies, and refunds promised but never processed. None of them appear in a sales report, because none of them are sales.
Recording them as they occur is what keeps the monthly picture honest. It also settles the argument that follows every good month — whether the revenue figure everyone is celebrating is money received or money quoted.
Frequently asked questions
It handles pre-accounting inside the panel — recording entries, expenses and income alongside the sales they belong to. Statutory accounting and filing remain the job of your accountant and their software.
Yes. Because financial records live in the same system as the patient and the offer, what was quoted and what was collected can be compared rather than kept in separate places.
Offers can be prepared in different currencies, so record your convention for how payments in each are entered and keep to it — consistency here is what makes later reporting readable.
