When you create a treatment estimate from the consultation page, the estimate is shown on the consultation page under General info. You can also connect a previously created estimate to a specific consultation of a client and patient.

To use the estimate, select the estimate link.

In the Copy estimate items dialogue, select the items you want to copy for the consultation invoice. If needed, you can change the item quantities and prices. You can adjust a price directly in the Price field or use a percentage in the Percentage change field (for example, enter -50 for a 50% price reduction).

When you are ready, select Copy. The copied items are shown on the consultation page under Treatment items and will be included on the invoice.

See Also

Create a Treatment Estimate for a Consultation

View Treatment Estimates

Print and Email Treatment Estimates

Managing Treatment Estimates

Updated 07 June 2024 07:52