How to Create a Price List

To ensure accurate billing, you can create an insurance price list in Pabau. This allows you to apply the correct prices when billing appointments to third-party payers like insurance providers, companies, or other external organizations.

Step 1: Navigate to Price Lists

Start by logging into your Pabau account. Click on Setup in the left sidebar menu, then click on Objects under Developer & Other, and then on Price Lists.

Step 2: Create a Price List

Click on the New Price List button in the top right corner. In the General tab, enter a name for the price list.

In the Rules tab, you can define when this price list should be applied. You can choose to apply it:

• Only when an invoice is created at a specific location

• Only when issued by a specific staff member

• Only when billing a specific company or insurance provider

If you don’t want to set any restrictions, simply toggle off the options for location, employee, or company.

In the Pricing tab, assign the correct price for each service, based on the rules you set in the previous step. When you add a price, a green line will appear next to the service, confirming that it’s been added to the price list.

When booking an appointment in the calendar, you can choose a payer for the service and apply the correct price list. This ensures the invoice reflects the agreed-upon rates for that insurance company or third-party organization.

By following these steps, you can easily create and manage price lists in your Pabau account, making it simple to bill insurance and third-party payers accurately.