Line Item Estimating

Discussion created by lovelyrita on Sep 13, 2017
Latest reply on Sep 14, 2017 by robert.angus

I would like the ability to edit the estimating on a line item basis within a specific treatment plan.  For example, if a procedure is generally covered under the plan, but is not covered in a particular situation (due to frequency limitations, etc.) I don't want to change the estimating in the plan details, especially if there are other teeth that need the same procedure.  If I print the treatment plan without estimating, then there is no estimating for all procedures listed and if I print with estimating, I have to cross off the estimated insurance payment and hand write the patient payment.  Either way, I cannot provide my patient with an accurate, professional treatment plan. Other software systems I have worked with are able to do this.