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New Category

Follow these steps to add a new custom category:

1.  On the Settings menu, click Other Lists>Find Categories. This opens the Find Category task (or browser). Click the New button on the Task Button Bar of the browser to add a new custom category. This opens the New Category task.

2.  Enter the following information:

• Name: Enter a category name.

• Description: Enter the category description.

• Record Type: Choose the record type from the drop-down list. Note that the system only supports payment records at the current time. If the practice wishes to track specific payment categories corresponding to payment records, then select "Payment Record" from the drop-down list.

3.  When you finish adding the new category record, click the Save button; or to exit the task without saving the new record, click Cancel.

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