Create a price list
Hold agreed prices for an insurer, company or group of patients.
Table of Contents
A price list holds custom prices that apply in certain situations. Your standard prices stay as they are.
Create it
Go to Setup, open Price Lists and click New Price List.
Details: enter a name, such as Corporate rates 2026, an optional folder and whether it is active.
Click Next: when it applies.
Choose who and where: Location, Issued by and Issued to. Leave a choice open to apply to everyone.
Click Next: service prices and enter your prices.
Save.
Stay organised
Click New Folder to group lists by insurer or agreement. At a glance summarises the list while you edit.
Up next
Next, read Assign services to price lists.