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1. Click the Practice  tab. 
2. On the left navigation menu, click the Administrative tab, and then select Categories.
3. Click Add.
4. Select the checkbox indicating payment type.
5. Enter a name and description that map to the encounter type.
6. Indicate whether the category applies to patients, providers, or a group of patients that receive the same service.
7. Click the Click to choose the code  link to select service codes and modifiers defined in the system to associate with the category. You can select multiple codes.
   If you add codes manually, format codes as type:number-modifier.
   For example: CPT4:90834-HF. Separate each code with a comma.
8. Select the Place of Service (POS) where the appointment typically occurs.
9. Specify the typical duration of appointments of this type.
   This data is useful when scheduling appointments in the calendar.
10. Optionally specify the color to use for this type of appointment.
11. Select the workflow that contains encounter forms typically used for this encounter type.
12. Select the facility and a list of providers associated with the encounter type.
13. Optionally indicate how often the encounter repeats. It
    Note that it is advisable to not set this property, but instead schedule appointments as needed in the calendar.
14. Click Save to save the category.

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