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Setting a default price list
Setting a default price list

Assigning a price list / fee schedule to a patient

Scott Rotton avatar
Written by Scott Rotton
Updated over 2 years ago

If you business has multiple price lists your can assign one to a patient so when adding items from the treatment planner it will use that price list.

Important note: adding items from the invoice builder or calendar will use the standard pricing regardless of which price list was set in the patient profile.

To allocate a default price list to a patient navigate to profile page, click edit and select the price list from the drop down menu

Thats it, when creating services from within a treatment plan it will default to this price list, you can change it from within the treatment planner.

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