Add New Patient Category


Patient Categories allow you to categorise patients into groups like: Regular, Casual, Overseas Visitor and Deceased.  

  1. Click the navigation menu > Location Setup > System Tables page

  2. System Tables: Patient Categories

  3. Click Add

    1. Category: Enter the name of the category

    2. Code: Enter the code of the category

    3. Description: Enter a description of the category

    4. Edit Patient Details: Disallowed ticked locks the patients' file

    5. Patient Status: Active ticked considers the patient active

    6. Calculate Discounts in Commission: Used when calculating Provider commissions. If commissions are not used, select 100% of Discounts

    7. Excluded From: Select the reports, queries and recalls to exclude the category from


Set Patient Category

Patients list by category Report

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