Goal: keep every patient plan on your own price list.

In the pricing wizard's Treatment Items step, each line has an Edit price link for typing a custom price. Whether a role gets that link is a permission you set per role.

Steps:

  1. Go to Settings → Team → Role Permissions and pick the role.
  2. Open Cases and switch Edit prices by hand (Edit price) on or off.
  3. The change applies straight away to everyone with that role.

It is on by default for every role that prices, except dentists. Clinic admins always keep it.

When it's off

  • The pricing wizard hides Edit price. Pricers choose a brand, and its price comes from your price list (Treatment Setup → Treatments → Pricing, and your bundles).
  • The server checks it too: a price that isn't on the list for the plan's currency is refused with "You can't change prices by hand…". A price already saved on a line is still accepted, so re-opening an older plan doesn't break it.
  • It applies to the plans patients receive. Discounts are separate — to limit those, use discount approvals.