Estimates

Summary

The Estimates tab within the Treatment Screen is used to view, print and process created estimates. Estimates are created in the 'Add Treatment' screen.

Details 

Create an Estimate

1. Navigate to the Add Treatment Screen (Treatment > Add Treatment Tab).
2. Add all the treatments to the treatment draft (as described in Adding a Treatment).
3. Once all the treatments have been added, select the 'Save as Estimate' button.
4. A window will appear asking for further details regarding the estimate.
5. Description = 
Description for estimate

6. Expiry Date = Period the estimate is valid until.

   Upper/Lower Limits = Indicates if the estimate will cost up to or at least the amount stated.

7. Select 'OK' to save the estimate. The estimated is added to the 'Saved Estimates' tab.

Viewing Estimates

1. Select the Saved Estimates tab within the Treatment Screen.
2. All estimates are visible in the upper half of the screen. Select the estimate you wish to view.
3. The contents of the estimate are displayed in the lower half of the screen.

Print an Estimate

1. Select the estimate in the upper half of the screen.

2. Select the 'Print Estimate' button.
3. A PDF document is generated.

Processing an Estimate back to draft

1. Select the estimate in the upper half of the screen.
2. Select the 'Save as Draft' button
3. The items will be added to the Add Treatment draft.
4. This work can be added to/edited/deleted as required using double click (permission based)
5. Select 'Save' to save the work to the Patient's Treatment History.