Create treatment estimates that show fees, estimated insurance contributions, and patient costs.
What are treatment estimates?
Treatment estimates help you:
Show a clear breakdown of proposed treatment costs
Include estimated insurance contributions
Communicate expected patient out-of-pocket costs
Support pre-determination workflows
Estimates are created from a patient’s treatment plan and can be reviewed before sharing.
Creating a treatment estimate
To create an estimate:
Open the patient record and go to the 'Chart' tab
Navigate to the treatment plan
Click 'Create estimate' at the bottom of the treatment plan
Dentally will automatically:
Pull through selected treatments
Apply your fee schedule
Factor in any linked insurance plans or pre-determinations
You can review and adjust the estimate before finalising. For more information on generating estimates read our guide here.
How insurance is applied
Dentally calculates both:
Estimated insurance contribution
Patient responsibility
This is shown on both the treatment plan and the estimate document. Each treatment item on the estimate is coloured based on how the value was calculated:
🟢 Green – Based on pre-determination response
🟡 Yellow – Based on plan rules (not yet confirmed)
How estimates work with or without pre-determinations
Without a pre-determination
Insurance is estimated using plan rules (e.g. coverage %, limits/rules)
Values are indicative and may change after submission
With a pre-determination
Uses the insurer’s returned values
Patient costs are more accurate
Any exclusions or adjustments are already included
For help creating predeterminations see our guide here.