Price your procedures

Settings → Finance → Price list. Required, because a progress note prices a procedure by looking it up here. Without a price list, recording treatment means typing a fee every single time.

The shortcut: start from the starter list

The price list page offers Add the starter price list (the setup checklist calls it Add a starter price list — same thing) — 34 common procedures, already named and grouped, all at ₱0. You type the fees rather than typing the names.

This is almost always faster than building from scratch, even if you delete a third of it afterwards. Deleting a line you don’t do takes a second; remembering every procedure you do do, from a blank page, takes an afternoon.

A procedure sitting at ₱0 does not count as priced — the checklist step completes when at least one procedure has a real fee.

Steps

1. Go to Settings → Finance → Price list.
2. Add the starter list, or add procedures yourself.
3. Set a default fee for each one.
4. Delete anything your clinic doesn’t offer, so the picker stays short.

The fee is a default, not a fixed price

The number here is what gets suggested when a procedure is added to a visit. You can change it on the visit — for a discount, a package rate, or a case that turned out to be more work. The price list is there so that the common case takes one tap, not so that it locks you in.

Names your staff will recognise

Write the names the way your clinic says them out loud. “Oral prophylaxis” and “cleaning” are the same procedure, but only one of them is what your receptionist will search for at 9am with a patient waiting.

Next: add your payment accounts.