Every product needs to be in a category. On top of helping keep your products and services organized, categories provide each product with an overarching set of rules that help ensure your charges and production tracking are accurate.

To get to ‘Product Categories,’ click ‘Admin’ and then ‘Products.’ From there, click on the ‘Product Category’ tab.

From the main Product Categories tab, you’re able to do a few things with product categories:

To search for a product category, type its name into the search bar at the top left of the screen. The list below will automatically filter to results that have the text you’ve typed in.

You can sort product categories by:

To sort, click the arrows to the right of the ‘Name’ or ‘Discountable’ columns.

To view a product category, click on the view icon (looks like an eye) on the right side of the page under ‘Actions.’

Viewing a product category provides a quick, high-level overview of some of the basic contents of the product category. You can also click the ‘Edit’ button at the bottom of the product information section to edit the category.

To add a new product category, click the ‘Add New’ button on the top right of the screen.

When you add a new category, the first thing you’ll need to give the category a name. You can also give the category a parent category. For example, if you’re making a ‘MRI’ product category, your parent category could be ‘Imaging.’

You’ll also need to note whether or not the category is discountable.

Note: the doctor will be paid for the post-discount production amount, not the pre-discount. So if a doctor issues a discount, it will impact their production total for that line item.

To edit a product category, click on the category you want to edit.

You’ll be able edit a category’s:

You’ll also be able to see all products within that category.