📝 Please note: In some regions, payment plans are referred to as fee schedules. In this article and throughout our Help Centre, 'Payment plan' can be used interchangeably with 'Fee schedule'.
Can I create an estimate with a price comparison for two different payment plans/fee schedules?
Start generating an estimate as normal.
At the top of the estimate creator, alongside the 'Template' and 'Practitioner' fields, you will see 'Compare with payment plan' (UK/ROI) or 'Compare with fee schedule' (APAC/CA).
Select the additional plan you wish to compare to the patient's existing plan on their estimate.
We recommend adjusting the wording in the estimate text to note that it includes price comparison.
Proceed with the rest of the estimate as normal, and click 'Create'.
The estimate will now include a column for the plan you selected, in addition to a column for 'Current Planned Pricing'.
Repeat this process multiple times if you wish to provide the patient with multiple comparisons.