Attaching Treatment Plan Estimates to an Email

(From EXACT V13.7+)
You can attach Treatment Plan Estimates as PDF documents to email communications from within EXACT.

When sending an email, select the attachment icon and in the drop down you will see an 'estimates' option.

From here you can select which PDF estimate you would like to attach for the patient.

Open

You can also re-print/Email estimates from the Estimates tab on the patient chart, see Viewing Historic Treatment Plan Estimates

If you need to create and send a new Treatment Plan Estimate see Generating a Treatment Plan Estimate