Estimate from patient account

This article covers the following:

1. Create an Estimate
2. Edit an Estimate
3. Extended fields available (Estimate Extra Codes)
4. Covert  Estimate to Invoice

Create an Estimate

1. From the CareRight Dashboard
2. Search for a patient and select the Show button next to the relevant patient
3. The Patient details will display
4. Select Accounts from the menu
5. Click the Estimate button against the relevant account.

6. Select the Medial Provider and fill in the relevant fields.

7. Click Create Estimate.

All the Current estimates can be seen under the Medical Provider name.

Edit an Estimate

1. From the CareRight Dashboard
2. Search for a patient and select the Show button next to the relevant patient
3. The Patient details will display
4. Select Invoices &Credits from the menu
5. Select the Estimates tab
   1. Click Show for the estimate to be edited.
   2. Edit

Extended fields available (Estimate Extra Codes)

Where your processes require specific additional information recorded against an estimate, there are up to 4 extra codes that can be enabled.

These can be configured via System Administration > Accounting > Main Choices.

The labels can be customised via System Administration > Translations. Clintel systems staff will configure labelling on your behalf.

Options can be made available via the Generic Codes system, with each code associated with the following table:

In addition to the above, when enabled, the following variables are available in the trigger wrapper and templating system

• extra_code_1_description
• extra_code_2_description
• extra_code_3_description
• extra_code_4_description

Convert Estimate to invoice

1. Open Patient record

2. Invoices and Credits

3. Estimates

4. Click Copy to Invoice

5. Create Invoice

Note: The original estimate will be archived.  Untick 'Archive Original Estimate' if the estimate is to remain active.