Re-Estimate Fees in the Tooth Chart Module

To re-estimate fees in the Tooth Chart 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.
  3. Type the Tx Plan ID to be re-estimated.
    Note: This field is required.
  4. If desired, enter the Phase ID.
  5. If desired, enter the TxPlan Group.
    Note: An office setting is required to enable this option.
  6. Select Use New Fees to re-estimate the cost based on an updated fee schedule.
  7. Select Use New Billing Order to re-estimate the cost based on a change to the billing order (Medical to Dental, etc.).
  8. Click Re-Estimate.
    The fees are recalculated based on the selections made.