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)
- The summary print view displays only the the high and low ranges by bill code category (not individual bill code)
- 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