Integrations to improve cashflow and financial management

When you’re busy with patients in a hectic practice, or out visiting animals on site, the last thing you want to have to worry about is cashflow. It’s a huge drain on resources to have to chase overdue accounts, not to mention the loss of revenue when invoices remain unpaid. Thankfully, Assisi’s integrated card payment platform gives your clients the ability to make card payments online, in person or over the phone, and offers a number of additional software integrations to make managing the finances of your veterinary practice a breeze. 

Integrated card payments

Customers already expect to be able to book appointments online, and increasingly want the convenience of paying for consultations and treatments online too. Being able to take payments online will not only prove more convenient for your clients, but will streamline the process for you too. Assisi allows you to send an automated payment link via email. This is proven to be an effective way to have invoices settled more quickly, whether that be in advance for a standard service like vaccinations, or afterwards for a more complex procedure. Online payments cut the time spent by staff and reduce the potential for errors. Letting clients pay online at their convenience also means they don’t have to struggle with cash or a card at a busy reception desk whilst also dealing with their animal.

If you’re out and about and can’t take payment on the spot, an emailed online payment link will help ensure payment is made promptly. For maximum flexibility, Assisi’s integrated payment platform allows for secure and simple card payments over the phone and of course, in person too. 

Our payment platform, ClearAccept, is embedded into Assisi practice management software for vets. We guarantee it will continue to evolve as Assisi is updated, ensuring it grows with your practice and remains future proof. It’s extremely secure and robust, with active fraud monitoring and PCI DSS Level 1 compliance.

Electronic insurance claims

As of 2021, 50% of pet owners in the UK had pet insurance, which is an increase on previous years. Whilst the growth of pet insurance brings huge benefits to clients and veterinary practices, making claims can take time and have a serious impact on your cashflow as you wait for claims to be settled. Filling in forms manually, scanning, and sometimes even faxing them, can take up a huge amount of time for your staff, and lead to paperwork piling up and delays in invoices being paid. By using Assisi’s VetEnvoy integration, you can make insurance claims electronically: streamlining the process, increasing settlement time and reducing errors. Claims are sent via VetEnvoy to the participating insurance company, including any relevant notes and history from the patient records. You can easily view all ongoing insurance claims from each pet record during the process and converted history can be included in your claim.

Accounting software

Every business has a different way of working, and staff are trained on particular procedures and specific software. You’ll no doubt already have an accounting package in place that you’re accustomed to working with. That’s why it’s beneficial to choose practice management software that not only complements your existing accounting package, but which completely integrates with it. Assisi seamlessly integrates with the most popular accounting packages, including Sage, Quickbooks and Xero. By integrating with popular, market leading apps and software packages, Assisi veterinary software streamlines existing accounting processes, allowing you to easily meet your regulatory requirements.

Financial reporting tools

Understanding how your practice is performing, trends in financials, and the spending behaviour of your clients, is key to maintaining a thriving practice. Storing client and patine records electronically gives you access to a huge amount of data, which can be mined and analysed to help you perform at your best. 

Assisi includes a comprehensive reporting suite to let you see key performance indicators at a glance. You can report on finances, clinical history, appointments, sales and client information in a variety of formats. The software lets you visually understand data with charts and graphs, create your own custom reports, as well as export to Excel or link to third party reporting tools.

Assisi is a powerful and secure platform on which to build and grow your veterinary practice. Our embedded payment solution allows easy card payments by phone, online or in clinic. Insurance claims can be made electronically via VetEnvoy for fast settlement of bills. Key performance indicators can be tracked with built-in reporting, giving you the data you need to thrive and grow. And integration with industry standard accounting packages means no duplication and a clear overall financial picture.

Book a 30 minute demo today.