How do I add a new category/subcategory?

How do I add a new category/subcategory?

Step 1 : Click on Plan items and pricing >> Primary Setup >> Plan item Category.



Step 2 :  Click on add new




>> Once clicked on Add new >Please add the details to assign specific plan types with the category and save it.










    • Related Articles

    • Pronghorn - Edit / Add Plan Item

      Please follow the below steps in creating a plan Item Step 1: Click on "Inventory & Plan Item" Step 2: Select Plan Item Management Step 3: Select "Plan Items" Step 4: This page you can add & download plan item. This would give you the details of the ...
    • How to generate a report on New Clients, New Patients and Patient Serviced (last 3 years) ?

      Start at the Hamburger Step 1 : Click on Analytics & Reports >> Click on Miscellaneous Reports Step 2 : Click on New Clients, New Patients and Patient Serviced (last 3 years).
    • How can I change the category or subcategory for a plan item?

      Step 1 : Click on Plan items and Pricing >> Plan items Add/edit Step 2 : Search for the plan item to be edited. Click on the edit icon shown below.  Step 3 : Under the category and sub category drop down menu select the relevant option.  Step 4 ...
    • How to add a plan item.

      Step 1 : Click on Plan items and Pricing >> Plan items Add/edit Step 2 : Click on add new plan item Step 3 : Fill in all the details and click on save.  Enter the plan item strategy as per your choice >> Categoru - is the category under which you ...
    • How to import Zoetis Reference Labs (ZRL) and add a new test code.

      How to import Zoetis Reference Labs (ZRL) and add a new test code. 1 . To import Zoetis Fuse labs and add new test codes please click on menu option ( Hamburg button ) >>>>Labs/imaging & feeds>>>>Under Primary Setup,  A : Click here to import the new ...