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Set up payment receivers

This guide explains how you can set up payment receivers. The Payment receivers 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 receivers.

Click Add new payment receiver.

Step 2.

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

Click Save and create once complete.

Step 3.

Click on a receiver to edit or delete it.

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