> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dentolize.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I use price lists (offers, staff, insurance) and remove one from a patient?

> Create a price list for an offer, staff or an insurance company, give it to patients, and take it off again.

**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**.

> [!NOTE]
>
> 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](https://docs.dentolize.com/en/insurance/companies.md).

> [!WARNING]
>
> **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](https://docs.dentolize.com/en/setup-settings/procedures-prices-settings.md)

***

> [card] Still stuck?
>
> Send us a message in **System Chat** inside Dentolize with a screenshot, and tell us which step didn't work. Tip: next time, search this site first. Most answers take less than a minute.


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