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How to generate an estimate/consent form for a patient
How to generate an estimate/consent form for a patient

Let's look at generating, printing and emailing estimates and consent forms as well as how to add a zero value item onto your estimate.

Shelley Withington avatar
Written by Shelley Withington
Updated over 2 months ago

How to 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.

📝 Please note: All items on the patient's chart will be included in the estimate by default. If you didn't want a specific code to show up on these forms take a read of our help guide here.

  • 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.

  • This will open your form as a PDF where you can print, email or send the form electronically to the patient.


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.

  • Once you have selected your template, adjusted the wording where required and Created your estimate.

  • Click the 'Create New Estimate' option at the bottom of your chart screen and the process can be started again.

  • The previous estimate document will have been saved to the patient's correspondence tab.

  • A new document will be opened where you can choose your template, edit where required and save, again using the 'Create' button.

  • You can do this as many times as you need.

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