Estimates
Create an estimate—and add it to a Tx plan when you're ready
4 articles
Written by Amber Pistone
Creating Estimates
Create an estimate—inside or outside a patient's SOAP.Written by Amber Pistone. Updated over a week ago
Importing Estimates
With Shepherd, you can create estimates outside of SOAPs and import them into a record. Here's how.Written by Amber Pistone. Updated over a week ago
Adding Estimates to the Treatment Plan
Once you've created an estimate, you can quickly get approval and add the products to the treatment plan.Written by Amber Pistone. Updated over a week ago
Estimates: Other tasks
On top of creating and approving estimates, you can also delete, print email, or save one as a bundle.Written by Amber Pistone. Updated over a week ago