In the Main Menu, click Setup, Definitions, Payment Plan Categories.

The Payment Plan Categories determine the list of category options available in the Payment Plan window.

Assign a category to a patient or an insurance Payment Plan to distinguish one plan from another in a family with multiple payment plans. If no category is created, all payment plans will default to None.

To add or edit a definition, click Add or double-click an item to open the Edit Definition window. Enter the category Name and click OK to save.