Add your payment accounts

Settings → Finance → Payment accounts. The last of the four required steps. Every payment, expense and transfer has to land somewhere, and an account is that somewhere.

What an account actually is

Not a bank integration. An account in MyDMD is a bucket you count money in — it mirrors something real in your clinic, and the app keeps a running total for it.

Most clinics need two or three:

• Cash drawer — the physical drawer at the front desk
• GCash — or Maya, or whatever wallet patients pay into
• Bank — for transfers and card settlements

Per branch, or shared across the clinic

Each account is either tied to one branch or marked Shared (clinic-wide) — the app’s own wording on that screen. The distinction is practical, not administrative:

• A cash drawer is per branch. Makati’s drawer and Cebu’s drawer are different money, counted by different people, and merging them makes both uncountable.
• A GCash or bank account is usually clinic-wide, because it’s genuinely one account no matter which branch took the payment.

Get this right at the start if you can. It’s the setting that decides whether “how much is in the drawer?” has a useful answer.

Steps

1. Go to Settings → Finance → Payment accounts.
2. Add an account, name it the way your staff refer to it, and choose its branch — or mark it Shared (clinic-wide).
3. Repeat for each real place money sits.

After this

That’s the four required steps done. The checklist stops nagging, and the three optional ones stay available whenever you want them:

• Add your clinic logo — it prints on forms and prescriptions
• Turn on online booking
• Check your patient emails

Or go straight to the part that matters: record your first visit and payment.