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Documentation Index

Fetch the complete documentation index at: https://docs.getlemma.com/llms.txt

Use this file to discover all available pages before exploring further.

Transaction categories let you tag any transaction with a label such as “MSO Fees” or “Payroll”. A category column is included in every CSV export.

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How to categorize a transaction

Click any transaction to see its details. Use the Purpose dropdown to assign a category.
Transaction detail panel showing the Category dropdown
Categories are saved instantly and visible to all team members with access to your provider. Read-only team members can also set categories. Categorization is treated as an annotation, not a financial action.

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Built-in categories

The following categories are available to every provider by default:
CategoryCommon use
MSO FeesPeriodic management fees paid under an MSA
MSO Loan RepaymentPrincipal or interest payments on loans from the MSO to the PC
Vendor PaymentSuppliers, contractors, or service providers
PayrollStaff wages and employer payroll taxes
Rent / LeaseOffice or equipment lease payments
UtilitiesElectric, water, internet, phone
Supplies & InventoryMedical or office consumables
Equipment PurchaseCapital purchases of clinical or office equipment
Insurance PremiumMalpractice, health, property, or liability insurance
Tax PaymentFederal, state, or local tax remittances
Professional ServicesLegal, accounting, or consulting fees
SoftwareSaaS subscriptions and software licenses
Owner DistributionProfit distributions to owners or shareholders
Intercompany TransferTransfers between related entities under common ownership
Patient / Insurance RefundRefunds issued to patients or returned to payers
OtherAnything that doesn’t fit a more specific label

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Why categories matter for MSOs

Management services organizations that operate under a management services agreement (MSA) must keep a clear audit trail distinguishing payments made under the MSA from loans made to the professional corporation. Misclassifying an MSO fee as a loan repayment (or vice versa) can create legal exposure during a practice acquisition, state licensing review, or tax audit. Categories make that distinction explicit. Tagging every outbound transfer as MSO Fees or MSO Loan Repayment as it happens, rather than reconstructing intent months later, keeps your records defensible.

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Custom categories

If the built-in list doesn’t cover your workflow, Lemma can add custom categories for free. Contact us with the names of the custom categories you want added to your account.