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