How to set up Funder Types
Visit your clinic settings
Visit the "Funder Types" tab to view, add, and edit funder types
Add a new funder type
Click "New"
Add a name
Add a color
Assign a contact by either:
Choosing from the dropdown
Clicking "Create new contract"
Add the name, email, and phone number of the contact
Add a description – if relevant
Click "Save"
You can link Funder Types to patient's profiles to indicate the source of finance for their treatment, and you can edit them on the Patient Information tab or under the Billing heading on the upper bar of the patient page.