Estimates

Estimates Button

Once you have established your Treatment Plan you may wish to create an estimate for the patient. Estimates can be created for either:

Estimates can be Emailed.

An estimate can be created for any treatment in the Treatment Planning area, including a single combined estimate for multiple Treatment Plans.

A copy of any estimate created appears in the Estimate Tab, located in the lower right pane of the Chart window, and can be re-printed at any time.

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Creating an Estimate

See also...

Treatment Planning

Buttons and Functions in the Treatment Planning Area

Keyboard shortcuts in the treatment planning list

Auto Charting

Multiple Treatment/Service Items

Modifying ‘Course of Treatment’ Settings

Adding Appointments to a Treatment Plan

Moving Services into Appointments

Editing Appointment Length

Provider making Notes about an Appointment

Alteration of Completion Dates - Backdating Treatment

Mixing Payors for Treatment

Mixing Payor and Private Courses of Treatment

Moving Treatment between Treatment Plan Tabs

To Hide Treatment Within Appointments

Completing (TC’ing) a Course of Treatment

Resubmitting Treatment for Correction

Adding a Treatment Plan to Batch Invoicing

Treatment History

Clinical Notes

Custom Screens Attached to Services

Tooth Charting in 3D Mode

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Creating an Estimate