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Estimates

ESTIMATES

To Add an estimate

  1. Add a new consultation and, before you click the Continue tile, click the Estimate box on the consultation header.

  1. Price up the work as required.

  2. Click the Complete button and at the Do you wish to print the Estimate? prompt, either:

  3. Click Yes to display the estimate on the screen in a pdf format > and automatically save it in the animal’s digital folder. While > the document is open, click Print if you wish to physically > print a copy for the customer and then close the pdf.

OR

  • If you have standard email facilities activated, the prompt will > include an option to Email the estimate instead of physically > printing it. This will also save a copy in the animal’s digital > folder.

  • If > you click No, then the estimate will still be available to > recall if the client chooses to go ahead with the estimated > routine, but there will be no printout or email and no copy will > be saved in the animal’s digital folder.

  • The estimate will be displayed in the history as an uncommitted consultation.

To Recall an Estimate

  1. When you next click Add New, the estimate will be displayed as an uncommitted consultation but with a red Select tile instead of the usual blue Select tile. Click this to recall the estimate.

  1. At the prompt Would you like to convert this estimate into a consultation? click Yes. This will display the estimate on the treatment entry screen.

  2. Each stock line of the estimate will need to be reviewed – select the line and click the Edit tile. Enter the label details and batch number/expiry dates where appropriate.

  3. Click the Complete tile to save the work.

  4. The consultation date will be updated to today’s date – you should, however, check that the correct user is specified on the finalisation screen as the remaining original consultation header details will default unless amended.

To Edit or Reprint an Estimate

  1. Proceed as if you wish to recall the estimate in item (1) above but at the prompt Would you like to convert this estimate into a consultation? click No. The estimate will be displayed for editing/deleting. Click Complete to reprint and resave.

  2. You can also click Delete Visit when the estimate is open for editing to remove the estimate from the consultation header. A copy of the original estimate will remain in the animal’s Digital folder.