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Showing Comparisons of Payment Plans to Patients at Dentally
Showing Comparisons of Payment Plans to Patients at Dentally

How to create a comparison estimate of different payment plans for patients to sign

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

If you have alternative Payment Plans available in your practice, it is helpful to be able to display the benefits of these to your patients.

Dentally allows you to produce an Estimate for work to be carried out under one payment plan and show its comparative price under another.

Here’s how you do it:

Produce your treatment plan in the usual manner, using the the patient’s normal payment plan and create and Estimate.

When choosing the estimate template, you can also select which payment plan to compare against. Just select ‘Compare with Plan’ and choose from your list of payment plans. You can only select one payment plan for comparison.

It would be a good idea to create an estimate template with alternative wording, explaining that the estimate contains pricing comparison and how you may have discussed the options with the patient.

You can see more information about creating and editing estimate templates from our helpful web page.

The Estimate will be produced showing the comparative prices of both selected plans.

You can create as many estimates as you like, comparing against other payment plans. The patient can sign the estimate using the iPad app as before.

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