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. This list is empty by default. Add new categories as needed.

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.

Double-click an existing item or click Add to create a new item. The Edit Definition window will open.

Enter the category Name and click OK to save.