How To Add/Edit Procedure Types

Go to Settings > Define Your C2C

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Select 'Procedure Type' from the drop down. 

Add Procedure Type

1. Select 'Add Item'

2. Type the name of the procedure

3. Select the tick icon to save

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This procedure type will now be available when creating a Fee Estimate.

 

Edit Procedure Type

 

1. You can edit the procedure type by selecting the pencil icon, when the changes are made click the tick icon.

2. You can delete the procedure type by selecting the delete icon.  

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