How Can I Track Revenue by Doctor and Service Type?
You can track revenue by doctor and service type by linking every completed appointment to the doctor who performed it and to a service with a defined price, then grouping those values in dashboards by doctor, service and period.
In Jestor, the numbers update as appointments are completed, without exporting spreadsheets at the end of the month.
Why is revenue by doctor hard to see?
Many clinics know their total monthly income but not which doctors or services generate it. The data sits in different systems and spreadsheets.
Without this view, decisions about schedules, pricing and partnerships are made on instinct.
What problems does revenue tracking solve?
- No clarity on which services bring the most revenue
- Manual spreadsheet consolidation every month
- Disagreements over each doctor's production
- Pricing decisions without data
- Late discovery of declining services
How do I track revenue by doctor and service in Jestor?
- Create a services table with name, category and price.
- Link each appointment to a doctor, a service and a payment method.
- Use formula fields to calculate the appointment value, including discounts.
- Build dashboards with revenue by doctor, by service and by month.
- Send financial entries to the ERP — with Omie or Conta Azul, Jestor's native integration creates receivables, while the ERP handles the accounting.
| Indicator | Grouped by | Use |
|---|---|---|
| Revenue | Doctor | Production per professional |
| Revenue | Service type | Pricing and portfolio decisions |
| Average ticket | Month | Trend analysis |
| Appointments completed | Doctor and service | Capacity planning |
How do Jestor and the ERP divide the work?
Jestor is the operational layer: it records appointments, services and values as they happen.
The ERP executes the fiscal and accounting work, such as invoicing and bank reconciliation. The two systems complement each other.
Why use Jestor to track clinic revenue?
- Real-time dashboards: revenue indicators update with each completed appointment.
- Composite indicators: calculate rates such as average ticket by doctor.
- Native ERP integration: Omie and Conta Azul connect without intermediaries.
- Permissions: financial dashboards are visible only to authorized roles.
With this structure, you track revenue by doctor and service type every day.
Frequently Asked Questions
Does Jestor issue invoices for the clinic?
No. Invoicing stays in your ERP; Jestor sends the operational data to it.
Which ERPs connect natively?
Omie and Conta Azul connect natively; other systems connect via open API. See jestor.com.
Can doctors see only their own revenue?
Yes. Permissions and filters can limit each doctor's view to their own data.
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