How to print an estimate
Printing a new estimate/consent form
After creating an estimate from the patient's chart screen using the 'Create a new estimate'
button, located at the bottom of the patient's treatment plan.Set your template, update the content as needed and click 'Create'.
This will open your form as a PDF in your preferred PDF program.
From here, you can print the estimate from the print button on your preferred PDF program 🎉
Alternatively, if you are a Dentally Portal user, the treatment plan will be sent to the patient's Portal, where they can view, sign and download their form online.
Printing an estimate/consent form after it has been created/saved
Navigate to the patient's 'Correspondance' tab.
Locate the form in the list of correspondence.
Click to 'View' the form in question.
Click the 'Print' icon in the top right.
This will open your form as a PDF in your preferred PDF program.
From here, you can print the estimate from the print button on your preferred PDF program 🎉
💡 Top tip: If there is a treatment plan or consent form that you often use, you can add it as a template available from Settings > Templates > Estimates. Read more about how to do this here.
How to email an estimate
Emailing a new estimate/consent form
After creating an estimate from the patient's chart screen using the 'Create a new estimate'
button, located at the bottom of the patient's treatment plan.Set your template, update the content as needed and click 'Create'.
This will open your form as a PDF in your preferred PDF program.
Navigate back to Dentally, and select 'Email Estimate'.
This will open up an email window in Dentally.
Write your email or choose a template.
Ensure the correct recipients are added.
Double-check that your attachment is showing at the bottom of the email.
Click 'Send' 🎉
📝 Please note: Dentally will automatically pre-populate the draft with the patient's email address, but only if you have one saved against their details.
Emailing an estimate/consent form after it has been created/saved
Navigate to the patient's 'Correspondance' tab.
Locate the form in the list of correspondence.
Click to 'View' the form in question.
Click the 'Email' icon in the top right.
This will open up an email window in Dentally.
Write your email or choose a template.
Ensure the correct recipients are added.
Double-check that your attachment is showing at the bottom of the email.
Click 'Send' 🎉
