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.

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