NextGen - How do I create an Estimate?

1) Go to the patient file and click on PLAN >> Once the plan items have been added to the plan active page please click on the estimate option. 

2) Add the estimate name as per your preference and click on save ( example - Test ) 

 

3) Once an Estimate is saved >> You can email the estimate to clients >> View the estimate >> edit the estimate >> convert to active and also you can upload and finalize.

• Related Articles

• NextGen - How to create a new Encounter?

  1) Please go to the patient's account and click on add encounter as shown below. You can create multiple encounters based on the requirement. 2) Fill in all the necessary information and click on save.

• NextGen - How do I create history/exam form?

  1) Please click on the preferences icon as shown below. Navigate to medical record then history/exam forms and select the relevant option. 2) Click on Add History Form / Add Exam Form. 3) Fill in the necessary details and click on submit. 4) Once you ...

• Next Gen - How to create an appointment ?

  Steps to Create an Appointment: 1. Search for the client /patient that the appointment is for. 2. Select appropriately based on the appointment you would like to fix. For Example (Select the day option to fix an appointment for that particular day. ...

• Next Gen - How to create an Estimate

  Navigation :  Go to Add Plan page on the patient dashboard -    Add all the plan items required for the procedure. Once you have added the plan items, please click on "Estimate" as shown above. When you click on Estimate, VETport will prompt you to ...

• 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 ...