Irvine Family Dental
Practice
Financial Health Pulse
Overall practice financial health score
Good
Smart Insight
Your practice is thriving! Consider investing in growth.
Financial Summary
Last updated: Today, 12:31 AM
CLIN Checking
$18,276.43
Consider moving $10,000 to your reserve account to earn higher interest
CLIN Business Reserve
$5,000.83
You're earning $207.50 in annual interest at current rates
Insurance Reimbursement
$3,725.00
Follow up on 3 outstanding claims worth $1,850 total
Lab Expense
$3,420.50
Pay early to qualify for a 2% discount ($68.41)
Recent Activity
Patient Payment - Smith
Today, 9:45 AM
Supply Order - PattersonDental
Yesterday, 2:30 PM
Insurance Payout - Delta Dental
Mar 16, 11:21 AM
Office Rent Payment
Mar 15, 9:00 AM
Patient Payment - Johnson
Mar 14, 3:15 PM
AI Insights
1 of 4 insights
Cash Flow Opportunity
Implementing a 5% fee for late payments could improve your cash flow by an estimated $2,450 per month.
Insights are generated based on your practice's financial data and industry benchmarks.
Quick Actions
Frequently used practice operations
Record Payment
Log a new patient or insurance payment
Create Invoice
Generate a new patient invoice
Run Report
Generate financial or practice reports
Manage Cards
View and manage your practice cards
Schedule Payment
Set up a future bill payment
Manage Team
Update staff access and permissions
Transfer Funds
Move money between accounts
AI Insights
Get AI-powered financial recommendations
Showing your most frequently used actions