Brief Overview
The Pending Fee Estimates report is used to manage your outstanding un-booked Fee Estimates for your patients.
Short Version
- Created Fee Estimates will display in the report until linked to an appointment.
- Open Procedure Management > Pending Fee Estimates.
- Apply any necessary filters for the Provider, Location, or Procedure.
- Click Show.
- You can click Download Excel to download a spreadsheet copy of the results.
Instructions
1. Create a Fee Estimate for a patient. Instructions on creating a Fee Estimate can be found in this article.
2. Open Procedure Management > Pending Fee Estimates.
Note: If you can't see this option, then you may need to enable Procedure Management through Settings > Practice Details. This can only be completed by a Practice Admin user.
3. Apply any required filters for Doctor, Locations, & Procedure. At a minimum, you will need to select a Doctor.
4. Any Fee Estimates that have not yet been linked to an appointment will be displayed. You can then complete several actions from this window.
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Send an SMS to the patient. |
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View the Fee Estimate. |
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Open the patient's Appointment History. |
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Delete the Fee Estimate. |
5. The total value of the pending Fee Estimates is displayed at the bottom of the Fee column.
6. You may click the Download Excel button to export the results to a spreadsheet, that you can open in Microsoft Excel.
