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Estimates

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Estimates ButtonIf the patient is returning for extra work on their teeth then its important to provide them with an estimate of what work will be carried out and its cost.

Creating an Estimate

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

  • All treatment in the Current Course of Treatment Area, or

  • For individual Treatment Plans.

Estimates can be Emailed.

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  • 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.

Creating an Estimate

Click the Estimate button

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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:

The Date defaults to Today but is editable.

The Provider dentist 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   .

Select whether the estimate is for all treatment, or just one Course of Treatment.

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.

  • An Old Style NHS Estimate prints out onto an old NHS Estimate form.

  • A New Style NHS Estimate prints out onto an NHS Estimate form.

  • 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

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