Generating a Treatment Plan Estimate

Click the Estimate button at the bottom of the Chart tab to open the Create Estimate window:
Estimates can be created for either:
- All open treatment in the Chart Area, or
- For individual Treatment Plans.
The Date defaults to Today but is editable.
The Provider defaults to the logged-in provider but can be changed.
Select whether the estimate is for all treatment or just one Course of Treatment.
You can choose from Standard, Graphical or Pictorial Estimates. There are also additional region-specific options available too, i.e NHS.
Make the appropriate selections and click Print, Preview, Email or Clinipad (if Clinipad has been purchased)
If the Include Images checkbox was ticked (not available with Standard Estimates) the Select Image window will open when you click the chosen 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. Click the Done button when all the required images have been selected.
“Edit Disclaimer” - This allows you to add custom text to the estimates that display underneath the Total line. The disclaimer text applies to all users & patients until it’s removed.

Example of a standard estimate:

Full details of fields:

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.