How the estimate works
Treatment Roomthe patientPlansEstimate
Everyone
What you need to know about the Print the Estimate window and the estimates printed.
What the estimate can show
Section titled “What the estimate can show”Under Print, the window offers only what the plan has to show: Patient CNP, if the patient has a CNP;
Patient Phone and Email, if they have a phone or an email; Diagnosis, if the plan has its diagnosis written, for
the medical staff only; Discounts, if a treatment has a discount. For the signed estimate, the window also offers Doctor's Stamp,
when the doctor has their stamp in Digiodent, and Clinic Stamp, when the clinic has its stamp. Ticked,
Closing Note is printed at the end; its text can be changed before printing.
Under Prices and Payment, the estimate shows the price of each treatment (Each Treatment) or only the stages’
totals (Stage Totals Only); with the price of each treatment, Stage Totals and Duration adds each stage’s total
and duration. Payment can be Not Shown, In Full, at the Start, Advance, the Rest Later or
At Each Stage; with an advance, the estimate shows the percentage in Advance (%), the advance and the rest, in
lei. Valid for (days) sets the date the estimate is valid until.
The estimate’s number
Section titled “The estimate’s number”A plan’s estimate gets a number the first time it is printed and keeps it every time it is printed again.
What is kept
Section titled “What is kept”Only the signed estimate of an active plan is kept among the patient’s documents. The offer and an estimate printed without a signature are downloaded but not kept in Digiodent.
When the total changes after signing
Section titled “When the total changes after signing”The plan’s Full form, opened from the plan’s three-dot button, then shows the message “The total changed after the
estimate signed on …, from … to …: print the estimate again and have the patient sign it.”, with the
Print the Estimate button.
At reception
Section titled “At reception”Reception prints the estimate from Dental Clinic > Treatment Plans: they open the plan and tap
Print the Estimate. The same window opens.
The default choices
Section titled “The default choices”The window opens with the choices the clinic administrator last printed with: their choices become the defaults for
the whole clinic. They also set, in Configuration > Estimate, the validity, the closing note, the warranty
conditions, the VAT note and the clinic’s stamp.