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Set up tax rates

This guide explains how to set up tax rates. These are used for charging, payments, and patient credit.

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Step 1.

Go to Settings> Financial and click Tax rates.

Click Add new tax rate.

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Step 2.

This will open a pop-up box where you create a Tax rate.

You can make the tax rate your default, by ticking the Make default? box.

Click Save and create once complete.

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Step 3.

Click on a tax rate to edit or delete it.

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This guide explains how to set up referrers. These are Doctors who refer patients to your clinic. For example, a general practitioner may refer a patient to an Otolaryngologist if the patient's ear condition requires specialised treatment beyond the General Practitioner's scope.

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This guide explains how to set up SMS templates. These can be used when sending an SMS to a patient.

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This guide explains how to make a payment for a treatment plan invoice. To make a payment, the invoice must be approved first.

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