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How to hide treatment and fees from estimate templates

πŸ‡¨πŸ‡¦CA only - Stop treatment and fees from appearing on patient estimates.

Written by Amber Morris
Updated this week

🚨 Important - This feature is currently only available for our Canadian sites.

To hide the planned treatment and fees from an estimate template:

  • Go to 'Settings' and navigate to 'Templates'

  • Click on the 'Estimates' tab

estimate tab in settings
  • Toggle the planned treatment items and fees on and off for this template byt using the 'Hide planned treatment and fees' switch

  • Click 'Save' to apply these changes.

hide planned treatment and fees toggle

πŸ“ Please note - This is a site wide template setting. If enabled it will remove treatments and fees from all estimates that use that template, including ones created in the past.

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