Importing Estimates

  1. Make sure the estimate was created outside of the patient's SOAP

  2. Open the SOAP you want to import the estimate to

    • Note: the patient has to be the same for the estimate and the SOAP

  3. Input and save a current patient weight (if you haven't already)

  4. Select the estimate you want to import (in the 'Estimate' section of the SOAP Summary) from the dropdown

  5. Save the estimate in the next screen

After the estimate has been imported to the SOAP, you'll be able to approve it, then add the products to the patient's treatment plan.

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