Copy a Treatment Estimate

You can use an existing estimate as a template for a new one.

To find all existing treatment estimates, go to Clients & Patients > Estimates and select the Estimates filter.
Open an estimate you want to copy and select the Estimate button on the estimate row.
In the top or bottom left-hand corner of the page, select Create copy. All item information is copied to the new estimate, but the estimate basic information (client and patient, veterinarian, notes, appointment/consultation, and preference time) is cleared from the copy.

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