How do I generate an estimate/consent form for a patient?
With a treatment plan in place, you can produce an estimate for the patient to review and sign with a couple of clicks.
Once the proposed treatment plan is charted click the ‘Create Estimate’ button.
If you are an Australian practice you will have the option here to 'Create a health fund estimate' instead.
Select the template you wish to work from from the 'Templates' drop down.
You can then make edits to this template as needed for the specific patient.
Once you are happy with the content, click the 'Create' button.
📝 Please note: All items on the patient's chart will be included on the estimate by default. You can edit the item settings on the chart if you didn't want a specific code to appear.
🇨🇦 Please note: If you are a Canadian or Australian practice, you can hide planned treatments and fees from your estimate templates at a site level.
How to add Dentally Vision images to an estimate
🚨 This feature is currently in beta and therefore may not be available for your practice 🚨
You can include Dentally Vision images when creating or editing an estimate.
After creating a new estimate select 'Add images'
Choose one or more images to include
Confirm your selection
The selected images will then appear under 'Attached images'. You can preview images in this section as well as removing or adding additional images as needed.
When images are attached, they will be included at the bottom of the generated estimate PDF.
How to print, email or send my form electronically to be signed
After clicking ‘Create’ on the estimate/consent form, a PDF preview of the form will open in your preferred PDF program.
From here you can Print the estimate for the patient through your PDF program view.
Once you close the tab to return to Dentally, you will see the option to 'Email' the estimate from the patients 'Chart' screen as well.
The form will also have been saved straight to the patient’s correspondence screen.
From here you can click on the form, to be able to print/email it straight from the patients correspondance.
The saved estimate will also automatically be available for the patient to sign electronically on their Portal or via the Concierge table app.
How to update the form after saving
Once you have saved your form using the 'Create' button and closed out of your PDF view, you can edit the form if needed from this screen.
If you have already navigated away from your 'Chart' you will need to generate a new form for the patient.
Make the changes on screen and click the 'Update Estimate' button.
This will save the changes and take you back to the view of the estimate in your preferred PDF program.
Creating multiple estimates
In some instances, you may need to create multiple Estimates or documents which require signing for the same treatment plan.
For example, you may with to create an Estimate and one or several Consent forms for the same course of treatment.
To do this:
Once you created your estimate
Click the 'Create New Estimate' button
The previous document will be saved to the patient's correspondence tab.
A new document will be opened for you to start again.
You can do this as many times as you need.