📘Estimate Plans

With estimate plans, you can create and present different treatment options for your patients without affecting the main Patient Dental Chart.

Once the estimate was approved by a patient, all of the procedures will be merged into the main Patient Dental Chart.

Dentaltap - Patient Estimates

1. Open the Patient Profile and click on the Estimates menu item at the top.

2. Click on the New Estimate button to create a new estimate.

3. You can see all the estimates in the list, click on it to open the details.

4. Estimate Actions - Discount, Set Status, and more to Print, Rename, and Delete.

Create Procedures

You can add procedures to the treatment plan in the same way as described in Procedures

Create Stages

Once you added several procedures, you can split them into stages. A stage means a dental appointment, so the treatment plan can be completed in several visits.

Select one or several procedures, and then click on the Stage button at the top. Select the next stage, for example, Stage 3, to confirm.

Dentaltap - Plan Stages

Edit/Delete Procedures

You can edit/delete procedures in the treatment plan in the same way as described in Procedures