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Kareo Help Center

New Category

Account Administrators can create custom categories that allow for some report-filtering and analysis related to payment records. When you create a category, it can then be attached to a payment record. Certain payment reports can then be filtered and grouped by those categories.

arrow_orange.jpgTo create a new Category

  1. Click Settings > Other Lists > Find Category.
  2. In the Look For search bar, enter all or part of a keyword and click Find Now.
    Note: To avoid duplication, a best practice is to first search the category database to see if the category already exists in the system.
  3. If the category is not in the system, click New at the bottom.
  4. Enter the information:
  • Name: Enter a name for the category.
  • Description: Enter a description for the category.
  • Record Type: Select "Payment Record" from the drop-down menu.
  1. Click Save when finished.
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