Legacy - How to Create an Estimate (Method 1)
After building a plan at the Active Plan reviewer stage
1: If you want to remove Any Plan Item from List then just click on Cross mark.
2: Then Select Estimate.
Once you Click on Estimate.
when we create Estimate it is the projection of Low Qty and High Qty due to that one can adjust Estimate value - Increase and Decrease
1: Low Qty shows that its minimum required quantity to perform this particular plan item, Say for e.g If you say for this surgery Betadine solution is Expected 2 Qty But in her case the surgery can be done by using 1 Qty so then you can insert 1 in Low Qty this radio Button Indicate that Clinic and Customer Accepted quantity.
2: Indicate best Expected Qty
3:Radio Button this Indicate on which the Clinic and Customer finally agrees.
4: In case if you want to enter any Comment for That particular Estimate one can Enter Here
5: If you want to save this Estimate for future means in case Customer has not finalize that estimate you can save it
6 : If Customer has Finalize & Authorize Estimate then Click here
After Clicking on Finalize & Authorize Estimate you can see the Estimate and can take Signature through E-Sign indicating the customer has accepted the Estimate
When the client comes back again and an estimate is pending then we can review the same in the EMR
1 - clicking on the calculator will bring up the estimate ... The calculator will show if there is an estimate pending
1- this will launch the estimate to verified and signed off and then move the same to the active plan
Authorisation screen
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