Estimates

Create an estimate—and add it to a Tx plan when you're ready

4 articles in this collection
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