Overview
The Payment Categories page allows you to manage the different payment classification options available when processing patient transactions. These categories help track different fee structures or special pricing arrangements for your patients. They are also used by the system when determining the fee to be used for Group Appointments.
Managing Payment Categories
The system currently includes two pre-configured payment categories:
- Concession
- Normal
For each payment category, you can:
- Edit the name to modify the category title
- Save your changes after editing
- Delete categories that aren't relevant to your practice
Adding New Categories
To add a custom payment category:
- Scroll to the "Add New Type" section at the bottom
- Enter the category name in the text field
- Click the "Add" button
- The new category will appear in the list above
Navigation
Click the "Back" button to return to the Patient settings menu.
Payment categories can help your practice implement different fee structures for various patient groups, such as discounted rates for concession card holders, standard rates for regular patients, or special pricing for specific insurance arrangements.