Viewing Historic Treatment Plan Estimates

When estimates are created for the patient, a historical record is kept (saved as a .PDF file) and the estimate can not be edited. The detail of these historical estimates can be reviewed and reprinted if required.

Open

Double-click an estimate to show the treatment and COT’s that are included.

Open

Highlight an estimate and click the Print icon to view the estimate or select the Email icon to send the estimate to the patient/Specialist.

Estimates save as .PDF files and will open using the software program your computer has defaulted to open .PDF files. This is usually either Adobe Reader, Google Chrome or Microsoft Edge.

Estimates show a Print, Email & Signed (Clinipad) icon for each action that has been completed.

You can also access a list of all estimates in number order by going to Transactions, List Items, List Estimates.