Acceptance of Estimate Invoice

Accepting an Estimate will indicate that the patient has agreed to the costs of the procedures and/or treatment that has been quoted, once posted the estimate will be automatically changed to a regular active invoice. This will save the user time as they will not have to recreate an invoice from an Estimate.

Web App:

Shortcut default: N/A

Roadmap: S Diary > Patient Booking > SB > B Account Details > S Account Details > ST Estimate Invoices > B View Estimate > DM Save and Close > B Estimate Accepted


Desktop App:

Shortcut: N/A

Roadmap: Mod MedDebs > Admittance > Select Debtor > B Patients (F11) > B Clinical Information > (Ctrl+F12) > T Estiamtes > Select desired Estimate > B View Estiamte (procedure) > B Invoice Estimate (Ctrl+W) > CB Select Items > B Import Selected Items (F2) > B Post (F2)

User manual link: Invoice an Estimate



ยป GoodX Healthcare Glossary