With a treatment plan in place, you can produce an estimate for the patient to review and sign in a couple of clicks.

Once the treatment plan has all of the proposed treatments charted, click the ‘Create Estimate’ button.

You will be asked which of your predefined estimate templates you wish to use.

Select the type of estimate you wish to create. Edit the wording from the standard template if required.

Printing, Emailing and the iPad app

When you click ‘Save’ the estimate will be displayed on screen in a new tab. From here you can print the estimate for the patient. Close the tab to return to the patient’s treatment plan.

That estimate has now also been saved in the patient’s correspondence screen and can be viewed or reprinted from there.

The saved estimate is also now available for the patient to sign using the iPad app.

Follow the instructions for signing estimates on the iPad app on our iPad estimates web page.

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