Introduction:
I have a Treatment Card that I need to edit and add a new Transaction Type to. How can I update this in the Treatment Card Layout?
Step-by-step instructions:
- Navigate to Edit, Setup, Transaction Types.
- Edit the existing Transaction Type you would like to add to the Treatment Card or add a new one (if one does not exist yet).
- In the Edit window, mark the box to 'Show in Treatment Card' and click 'Save'.
- Your new or updated Transaction Type will now appear in your Treatment Cards.