Creating Estimates

Every patient should have an estimate for services for exams, drop offs or surgical procedures

Each estimate should be gone over with the client, line by line, with the expectation of services to be completed for their visit, and how much the total visit will be 

Acknowledgement for exam room patients can be done verbally  unless otherwise noted on an account alert, and noted in the MCR at the bottom what the cost of the visit is supposed to be

Acknowledgement for surgeries and drop-offs should be done via signature on a hard copy of the estimate, to be scanned into the client file

Estimates should be created inside the estimate tab, do not use the patient chart for estimate creation - this will make it look as if the services have been done already, even if they have not been

If a client would like an estimate prior to a procedure, the communication needs to be sent to SX  for creation