Treatment estimates can be used to communicate treatment costs to animal owners before beginning procedures or when additional treatments are needed over a more extended hospital stay. Treatment estimates can be easily changed into actual invoice items.
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On the client's page, select + Create new > Estimate in the top right-hand corner of the page. Once created, an estimate draft is saved automatically. You can also start creating a treatment estimate in other places in Provet.
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Depending on where you started from, some information may be automatically filled in for the estimate, for example, client, patient, veterinarian, and appointment/consultation. In addition, you can add the following information:
Note
If your clinic uses Conditional Pricing rules, please be aware that these are not yet taken into consideration when a treatment estimate is created. Conditional pricing adjustments are applied when items are added to a consultation, which means the estimate may not fully reflect the final price in these cases. Improved support for Conditional Pricing in estimates is planned for a future release.
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Title: Optional but useful in finding the estimate later.
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Notes: You can add any optional notes. If you want to include the notes on the estimate printout, select Print notes on cost estimate. The note text is added in addition to a possible agreement text defined in the print settings.
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See price for selected time/date: The time selection settings are located under the price calculations. These settings determine if special pricing, such as weekend or evening rates, applies to the estimate items (indicated by *price may vary). If normal pricing applies, an information bar appears. Select a date and time to see how pricing is affected.
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Select Use current time to switch to the current time.
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Select a custom date and time from the date and time calendar.
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Clear date and time to return to default pricing.
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Appointment/consultation: To connect the estimate to a patient's specific appointment or consultation, select the appointment or consultation from the drop-down list. The connected estimate is shown on the consultation page and you can select treatment items from it to the consultation.
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Add the treatment items (procedures, medicines, foods etc.) to the estimate. To find items, use the search or the item + buttons. You can also use predefined item or estimate bundles if available. Note that if a bundle contains items that are incompatible with the species of the selected patient, these items are listed but cannot be used, with the exception of mandatory items in sub-bundles. For more information, see Create a Treatment Estimate Using a Bundle.
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When you are ready, select Finalize estimate. Note that after an estimate has been finalised, it can no longer be edited. Finalising the estimate is optional but recommended when an agreement has been reached with the client. When electronic signatures are used, finalising is required.
You can also start creating a treatment estimate from the following places:
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Consultation page: Under the Consultation details section, select the plus button on the Estimates row.
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Records > Estimates tab. Select the + New estimate button in the top right-hand corner of the page.
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Dashboard: From the Create new > drop-down list in the top right-hand corner of the page, select Estimate.
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Appointment entries: Open an appointment in the calendar and select the Create estimate button.
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Existing estimate page: Select More actions > Duplicate estimate at the bottom to copy an existing estimate and use it as a template for a new estimate.
Sometimes the cost or quantity of a procedure, such as an operation, cannot be fixed before it is completed. Depending on the clinic location settings, you can show the cost or quantity as a range on the estimate instead of a fixed value.
You can also set the minimum quantity to 0 to indicate that a procedure is optional and may not be needed. A range of 0–1, for example, clearly communicates to the animal owner that the procedure may or may not be performed. The range is shown in the Min qty and Max qty columns on the estimate, and the total is displayed as a range (for example, US$0.00 – US$44.12).
To add a price or quantity range when adding an item using the + button:
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In the item dialogue, select the arrow buttons next to the Price or Quantity fields to open the Min price and Max price fields.
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Enter the minimum and maximum price values. Set the minimum to 0 if the procedure is optional.
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Select Save.
To add a price or quantity range when adding an item using search:
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Add the item directly in the items list using the search field.
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Select the pen button on the item row to edit it.
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Enter the minimum and maximum values in the Min price and Max price fields. Set the minimum to 0 if the procedure is optional.
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Select the checkmark button to save.
The range is shown in the Min qty and Max qty columns on the estimate and on the printout sent to the client.
Note
Setting a minimum quantity of 0 on an estimate only affects the estimate. If the item has a minimum usage quantity configured at the catalog level, that minimum is enforced when you add the item to a consultation — if you enter 0 in the quantity field, you will see the message "Must be at least 1." and the item cannot be added until the quantity meets the minimum. This prevents accidentally charging for an item with a quantity of zero. If a procedure is not needed, decline it on the estimate rather than setting the quantity to zero in the consultation.
Before finalising the estimate, you can still edit and delete the added items. To edit an item, select the pen button. After editing the information, select the checkmark button to save or the x button to cancel your changes. To delete an item, select the trashcan button.
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If you created the estimate for a specific consultation, you can go back to the consultation from the Consultation button on the estimate page.
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If you created the estimate for an appointment, you can start the consultation from the Mark as arrived button.
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You can also start a new consultation for the selected client and patient from the New consultation button.
Create a Treatment Estimate Bundle
Create a Treatment Estimate Using a Bundle
View, Edit, and Archive Treatment Estimates
Use a Treatment Estimate on a Consultation
Print or Email a Treatment Estimate
Mark Estimate Items as Declined by the Client
Using E-signatures With Cost Estimates
Updated
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