Overview
What the middleware did on its last run, and what's queued for the next one. This is the view your bookkeeper and Dr Lim would both check.
Last sync
2h ago
Revenue processed
$186,400
COGS sources reconciled
4 of 4
Flagged for review
0
Pipeline — last run
Click a stage for detail
01
Extract from Plato
Complete
02
Normalise
Complete
03
Classify
Complete
04
Consolidate COGS
Complete
05
Map to Xero
Complete
06
Post to Xero
Complete
Recent activity
Monthly sync completed
342 visits, 128 invoices classified, COGS consolidated from 4 sources, posted to Xero.
Aug 1, 2026 · 06:02
Vendor discount file received
Medicine cost figures adjusted for July vendor invoice discounts before consolidation.
Jul 31, 2026 · 22:14
OB/GYN classification applied
54 procedure line items split by specialty using the locked ruleset.
Jul 31, 2026 · 22:09
Previous cycle synced
301 visits, 119 invoices classified, posted to Xero without review flags.
Jul 1, 2026 · 06:00
Answers your Q2 — patient visit reporting
Patient Visits
New vs. existing patients, and the Obstetrics/Gynaecology split — pulled straight from Plato's Visit Type report, no manual filtering.
Total visits this cycle
342
New patients
128
Existing patients
214
OB / GYN split
55 / 45
New vs. existing — last 6 months
New
Existing
Visits by specialty
Answers your Q3 — patient referral source reporting
Referral Sources
Where new patients are coming from, consolidated automatically. This is your strongest existing capability in Plato — the middleware just removes the last manual step.
Referral channels — last 30 days
342 tagged visits
Answers your Q4 — monthly revenue breakdown by stream
Revenue Streams
Plato's most straightforward native report, exported in structured, Xero-mappable format automatically.
GST treatment changes from March 2026 onward. The middleware normalises GST-inclusive vs. exclusive figures automatically so month-to-month totals below stay comparable — worth confirming your own reporting handles this consistently too.
Total revenue — last 6 months
This month, by category
Answers your Q1 & Q5 — inventory categories, sales + COGS, P&L
COGS Consolidation
Revenue and cost, side by side, per category — assembled automatically from every source that used to require a separate manual step.
Revenue vs. cost by category
Revenue
COGS
Cost sources feeding this report
| Source | Feeds into | Status | How it gets in |
|---|---|---|---|
| Plato product sales | Medicine, Vaccination | Connected | API — automatic |
| Vendor invoice discounts | Medicine, Vaccination | Manual upload | Monthly file intake |
| External lab/radiology invoices | Investigation | Manual upload | Monthly file intake |
| Consumables usage | Consumables | Flat estimate | $4/visit, pending real tracking |
Inventory categories
1 unconfirmed
Consultation
Radiology
Investigations
Medicine
Vaccination
Procedures
Doctor's Fees
Antenatal Package
Consumables
Misc (being reclassified)
1 unused preset — rename?
Answers your Q2 & Q6 — visit specialty split, OB/GYN procedures
Classification Rules
The logic layer — how raw Plato records turn into the categories your practice actually reports on.
OB/GYN procedure classification is not switched on by default. The scheme was recently revised on your side — we'd lock a stable ruleset with you first, so automation doesn't bake in a moving target. Shown below as it would look once agreed.
New vs. existing patient
Every visit tagged automatically based on patient history in Plato. No manual step, no change from how it works today.
Referral source consolidation
Channels like Google Search, named-doctor referrals, GP referrals, CPAC and walk-in are consolidated automatically every cycle.
Procedures vs. Doctor's fees reclass
Line items that land in Plato's generic "Misc" category get split automatically instead of reclassified by hand each cycle.
Misc — Cord Blood Collection
→
Procedures
Misc — Doctor Memo Fee
→
Doctor's Fees
OB vs. GYN procedure split
Pending ruleset
Once locked, procedure-level line items would classify automatically by specialty, e.g.:
Doctor Fees — Emergency LSCS
→
Obstetrics
GYN Surgery
→
Gynaecology
Answers your Q1, Q4 & Q5 — mapping to Xero accounts
Xero Mapping & Posting Log
Where each category lands in your chart of accounts, and a record of every post — so nothing goes in twice.
Category → chart of accounts mapping
| Plato category | Xero account | Granularity |
|---|---|---|
| Consultation | 4000 · Consultation Revenue | Category-level |
| Investigation | 4010 · Investigation Revenue | Category-level |
| Medicine | 4020 · Medicine Revenue / 5020 · Medicine COGS | Revenue + COGS split |
| Procedures (OB) | 4031 · Obstetric Procedure Revenue | Specialty-level |
| Procedures (GYN) | 4032 · Gynaecology Procedure Revenue | Specialty-level |
| Vaccination | 4040 · Vaccination Revenue / 5040 · Vaccination COGS | Revenue + COGS split |
| Consumables | 5050 · Consumables COGS | Category-level |
Posting log
Coexistence with Plato's native Xero posting — confirmed per workspace
| Date | Description | Amount | Status |
|---|---|---|---|
| Aug 1, 2026 | July revenue & COGS — monthly journal | $186,400 | Posted |
| Jul 1, 2026 | June revenue & COGS — monthly journal | $171,220 | Posted |
| Jun 1, 2026 | May revenue & COGS — monthly journal | $179,860 | Posted |
| Sep 1, 2026 | August revenue & COGS — monthly journal | — | Scheduled |