Creating Estimates
Estimate the fees or costs of the services or equipment to be supplied to the patient.
Before you begin
- Created a fee list.
- Configured the company groups with their appropriate address types.
Procedure
- Open the patient's record.
- From within a patient's record, select Estimates.
- Click New.
-
In the New Estimate of Fees window, enter information as
necessary. See examples of Gap/No Known
Gap Estimates. Points of interest about this window:
- The New Estimate of Fees window varies slightly depending on whether you selected Quantity / Equipment ID items for Medicare or non-Medicare estimation and invoicing.
- Medicare and non-Medicare items cannot appear in the same estimate. Create two estimates if the patient needs Medicare and non-Medicare items.
- If you add items to this window, then make a new selection in the Practitioner, Class or Issue To list, the grid refreshes and all items are removed.
- The H/F Rebate Based On list appears only if you select Health Fund. If you select Medicare, the health fund benefit and patient gap are calculated correctly if the practitioner has not opted in to the health fund's No Gap or Known Gap scheme.
- To display scaled fee amounts, set Multiple Procedure Scaling. The Scaling column appears and displays scaled fee amounts for items as you enter them.
- To include a message with the invoice, set Invoice Message. Either then select a predefined message from the list, or click Custom and type your message. Click OK. You can manage the list of predefined messages via Setup > Practice Messages.
- If this estimate is associated with an assistant, add an assistant service item. Specify whether the estimate is being prepared by a surgeon on behalf of their assistant, or the assistant is creating their own estimate. See Invoicing for Assistants for more information.
- Enter a name for the estimate in the Estimate Name column.
- Click OK.