Creating an Estimate

Shepherd allows you to create estimates in two ways:

Once you've opened a blank estimate, filling out the fields looks exactly the same.

Tip: No matter where you create an estimate, you’ll be able to add it to a patient's treatment plan.

You can also edit an estimate as long as its status is "Pending."

Create an Estimate Outside a Patient’s SOAP

To make an estimate for a patient outside of a SOAP (if, they're not checked in, for example), open their patient dashboard by:

  1. Clicking ‘Clients/Patients’

  2. Searching for the patient's name

  3. Clicking their name to open their patient dashboard

Once you’re on their patient dashboard, click ‘Add New Estimate’ in the ‘Actions’ box in the upper right hand corner of the screen. This will open a new blank estimate.

Note: even unapproved or pending estimates will live in the patient’s medical record, so you can search for them in Shepherd at any time.

Create an Estimate Inside a Patient’s SOAP

If a patient’s already checked into your practice and you want to create an estimate in their record:

  1. Open the patient’s SOAP (through the clinic dashboard or their patient dashboard)

  2. Click ‘Add New Estimate’ on their SOAP Summary Page (where you’ll land when you open the patient’s SOAP).

This will open a new, blank estimate.

Filling Out a Blank Estimate

When making an estimate, you’ll need to fill out:

  • Estimate title: something descriptive that’s easy to find in a patient’s medical history

  • Expiration date: how long the estimate is good for

  • Products to add: all products necessary for the treatment

  • High/low quantities: if there's a quantity range for a specific line item, you can adjust the high/low quantity (which will change the price)

  • Notes: any reasoning behind what's included on the estimate

A blank estimate

After your estimate has been filled out, save it by clicking the ‘Save’ button at the bottom of the page.

After you've saved the estimate, you can add it to a patient's treatment plan.

Editing an Estimate

You can only edit an estimate if it has not been approved. If you need to edit an estimate, you can do so just by opening it and updating the desired fields.

If the estimate has already been approved, you'll need to edit the treatments and services in the patient's treatment plan.

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