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Short answer: create the list in Settings → Procedures and Prices (Default Price List menu → New Price List), then set it as the patient’s Price List Group. To remove it, change the patient’s Price List Group back.
1

Create the price list

Go to Settings → Procedures and Prices, open the Default Price List menu at the top and click New Price List.
2

Fill in the list

Enter the Price List Name and the Available in branches. Choose Copy From (usually the default prices) and, under Over ride price with, a Percentage (for example 80) or a Fixed Amount (for example −10).
3

Give it to a patient

Open the patient, click Edit Patient, choose the list in Price List Group and click Update.
4

Check it in the chart

In the patient’s Chart, the price list is shown next to the Doctor. Check it before you add treatments.
5

Remove it from a patient

Open Edit Patient again, change Price List Group and click Update.
For insurance, set the list as the Default Price List of the insurance company or policy: the patient’s price list changes to it when you add their insurance. See Insurance companies.
Copy From and Always keep in sync? can’t be changed after the list is created. Untick Active to stop using an offer list instead of deleting it.
Full guide: Procedure and pricing settings

Still stuck?

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