Viewing Treatment Estimates

In addition to an estimate linked to a consultation, you can find the estimates of a specific client and patient on the client page on the Billing tab under Estimates.

You can also view all treatment estimates on the Records > Estimates page where you can use a text search (1) to search for estimates and estimate bundles, and filters to view all, active or archived estimates or bundles (2). To save your search and selected filters so that the same filters are applied the next time you view estimates, select the wrench tool button > Save filters (3).

To open an estimate, select the blue Estimate label at the end of the row (4).