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Set up procedure categories

This guide explains how you can set up procedure categories, to then sort your procedures.

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Step 1.

Head to Settings> Treatment planning and click Procedure categories.

Select a payment provider to open a list of procedure categories.

Click Add new category.

Step 2.

This will open a pop-up box where you create a Procedure category.

Click Save and create once complete.

Step 3.

Click on a category to edit or delete it.

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