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Set up payment providers

This guide explains how you can set up payment providers. The Payment providers tab is where you can manage entities that can pay for charged procedures, e.g. insurance companies, patients, etc.

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Step 1.

Head to Settings> Treatment planning and click Financial providers.

Click Add new payment provider.

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Step 2.

This will open a pop-up box where you create a Payment provider.

Click Save and create once complete.

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Step 3.

Click on a provider to edit or delete it.

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