Re-Estimate Fees in the Tooth Chart Module

To re-estimate fees in the Treatment Plan module:

1. In the Chart Details section, right-click and select Re-Estimate.

   

2. In the Re-Estimate window, enter the details for the transaction plan that needs to be re-estimated.

   

   1. Type the Treatment Plan ID to be re-estimated. This field is required.
   2. If desired, enter the Phase ID.
   3. If desired, enter the Treatment Plan Group. Please note, an office setting is required to enable this option. 
   4. Select Use New Fees to re-estimate the cost based on an updated fee schedule.
   5. Select Use New Billing Order to re-estimate the cost based on a change to the billing order (Medical to Dental, etc.)
3. Click Re-Estimate.

   The fees are recalculated based on the selections made.