Creating an Estimate

See also: Clinipad Signed Estimates for convenient digital signing of Estimates in the clinic.

To create an Estimate

1. Click the Estimate button at the bottom of the Chart tab, or double-click the Course of Treatment line and select Create Estimates, to open the Create Estimate window:

   	Without EXTEND module	With EXTEND module
   	or, if there are multiple Courses of Treatment:

   	Date	Defaults to Today but is editable.
   	Provider	Defaults to the logged on provider but you can change this by clicking in the field and typing another provider code, or selecting a provider by means of the selectors
   	Create an estimate for...	Select whether the estimate is for all treatment, or just one Course of Treatment.
   	Percentage Change	(EXTEND module only) EXACT adds an Adjustment into the COT:

2. Select OK to open the Print Standard Estimate window:

   

   	Estimate Detail drop down field	Select the level of detail to print: Complete Detail is recommended as this gives the patient as much information as possible.
   	Show Line Item Pricing	To print the fees for each service in the current Course of Treatment leave this checked. To print only the total fee for the current Course of Treatment, un-check this.
   	Type of Estimate	Select which of the types of estimate is required: A Standard Estimate prints the Treatment Plan similarly to how it appears in the Current Treatment Plan area. A Graphical Estimate provides the option to include Permanent and/or Deciduous Tooth Graphics, Patient Education slides, and Video and/or X-ray images. A Pictorial Estimate produces a picture of the mouth to show the location of proposed treatment, Patient Education slides, and video and/or x-ray images. Ticking the ‘Include Images’ checkbox will allow the inclusion of pictures taken using the Intra-Oral Camera, Digital Camera or scanned X-rays. NOTE: The Pictorial Estimate option requires the set up and installation of the appropriate software.
   	Edit Disclaimer button	Allows the existing disclaimer to be edited or a disclaimer to be added. Any information entered in this area will print on estimates for all patients.
   	Include Images checkbox	If you check this, the Select Image window will open when you click the Print button, allowing you to manually select images

3. Make the appropriate selections and click to print the estimate, to preview on-screen or to return to the previous window.
4. If the Include Images checkbox was ticked the Select Image window will open when you click the Print button.
   Click the down arrow to view Video or X-Ray Images, click once on the required Image to highlight it then click the Select button to include in the Estimate.
   Repeat this step until all required images have been selected.
5. Click the Done button to print the Estimate when all the required images have been selected.

   NOTE: The option to create an Estimate is also available by right clicking on the Course of Treatment line and selecting the option from the menu.