Combined reporting guide

Access

Sign in using an active Salsabeel Admin account. Other roles and deactivated accounts cannot use this portal. Its session is separate from both clinic apps. There are no registration, editing, payment, message-sending or cancellation actions.

Find records

Select Both clinics, Salsabeel or Second clinic. Open a register from the sidebar, search and apply date filters. Every row shows its source. Numeric IDs can exist in both clinics; the source is part of each record's identity. Shared patients are counted once by their file number. Doctors remain separate by source unless a mapping is explicitly verified.

Click a row for complete projected details and links to its patient's visits, invoices, receipts, treatments and commissions. Issued snapshots and audit history are read-only evidence; no missing historical details are invented. Use Export CSV for all matching rows, including totals, or Print view/details for the displayed selection. Exports over 100,000 rows require narrower filters.

Date and money interpretation

Each register names its date basis. Invalid calendar dates or reversed date ranges are rejected; correct the filter rather than treating an error as an empty report. Invoice dates select billed revenue; receipt dates select received money; paid expense dates select expenses; supplier bill dates select liabilities; visit dates select attendance. Commission uses its saved earned date, falling back to the original creation date for older records. Changing an invoice date does not change its visit or receipts.

Current account balances are current, not balances reconstructed as of a past date. Opening and separation adjustments are included in account history but never in invoice revenue or expense registers. Processing costs are a separate register; combine them with ordinary expenses once, not twice. Receipts show gross, fee and net values; historical missing fee/net fields remain blank rather than recalculated. The dashboard reports how many legacy receipts lack a net snapshot; its fee/net sums cover stored values only and are not complete historical net income. Refunds are separate. Pending PayLater is not received money.

Limitations and failures

These are source records, including existing historical discrepancies. No retrospective cleanup occurs here. The two sources are read in one bounded consistent snapshot on their shared database server. If a required source cannot be read, the request fails instead of displaying partial combined totals. Refresh to retry. Use the clinic's normal approved correction workflow if a record needs correction.