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Viewing and Editing Treatment Estimates

Copying Treatment Estimates

Archiving a Treatment Estimate

Viewing and Editing Treatment Estimates

You can find all treatment estimates in Clients & Patients > Estimates.

You can use the search field (1) to search for estimates by title, client name, client ID, or patient name. You can also filter the list using the filters (2) and save your selected filters so that the same filters are applied the next time you view estimates: select the wrench tool button > Save filters (3). From Columns (4), you can select the columns to show in the table.

To open an estimate for editing, select the Estimate button (5) on the estimate row. Note that if an estimate has been finalised, you can no longer edit it.

You can also open an estimate from the consultation page. To edit an estimate, click the estimate link and then select the Edit estimate button in the Copy estimate items dialogue.

Copying Treatment Estimates

To use an existing estimate as a template for a new one, select Create copy in the top or bottom left-hand corner. All the item information is copied to the new estimate, but the estimate basic information is cleared from the copy (client and patient, veterinarian, notes, appointment/consultation, and preference time).

Archiving a Treatment Estimate

To archive an estimate, select the Archive button in the bottom left-hand corner of the page.

You can find archived treatment estimates on the Clients & Patients > Estimates tab using the Archived filter. To activate an archived treatment estimate, select the Unarchive button on the estimate row.

See Also

Using E-signatures With Cost Estimates