Help SiteClinic Users Invoicing & EstimatesPrinting & Sending Estimates

Printing & Sending Estimates

Estimates can be printed from the visit record or from the client record.  

There are two formats for estimate printing.  (see below)

  1. The summary print view displays only the the high and low ranges by bill code category (not individual bill code)  
  2. The detail print view displays  the high and low range for every bill code.

Estimates can be printed, emailed to a client, emailed/faxed to an RDVM or emailed/faxed a manually entered address or saved as a pdf

Estimate Formats Summary vs Detail View

PRO TIP - The summary view is the most preferred view in that it gives enough detail to convey value and understand to the client in a clear concise matter

Estimate Header from a visit estimate and a patient estimate