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Status Future consideration
Categories Estimates
Created by Guest
Created on Oct 9, 2019

RELATED ENHANCEMENT REQUESTS

Estimates: signed estimates should display based on date signed

Users need to have signed estimates appear in pt history as the signed / finalized date as well as the line items transferring to PVL so that patient history is accurate, item sales information reporting is realistic and user no longer must change every PVL line from the estimate to current date vs estimate creation date.

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  • Guest
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    |     Jul 30, 2024

    I find the dating and displaying of the estimates, the items sent to the pvl, all of that to be very confusing and its not clear to me how estimates are supposed to work.