IDEXX Cornerstone Enhancement Requests
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Estimates

Showing 11

Separate settings for storing unsigned estimates and estimate expiration date

Users need additional option options for estimate 'expiration dates' to better manage estimates for their clients to reduce confusion and effort to remake new estimates based on expired ones: separate settings for number of days an unsigned estima...
over 5 years ago in Estimates 1 Future consideration

"Decline to History" on estimate, invoice

Users would like to decline items to history and display these declines on estimate or invoice, to improve workflow and documentation of declined services for transactions not using the PVL exclusively. Related ask would have a declined items sect...
about 7 years ago in Estimates 0 Future consideration

New Report: Estimates

Users want a report to look up estimates provided to enable followup and improve compliance to recommendations. Sort and range options for date, estimate status, staff ID, item ID. Display Estimate description, total, staff ID, create date, finali...
over 4 years ago in Estimates / Reporting 0 Future consideration

Estimates - Create templates for common 'canned' estimate needs

Users request ability outside of group codes to develop canned estimates for common estimate types with default low/high quantities and prices to quickly provide their clients. The prices of these templates would also have option to update as item...
over 2 years ago in Estimates 0 Future consideration

Rename Estimate to Treatment Plan

Rename estimate to Treatment Plan on client estimates. Report language only addresses the estimate ID field.
over 5 years ago in Estimates 0 Future consideration

Ability to attach an estimate to Reason for Visit or appointment

Practices would like a way to attach a surgery estimate to an appointment and/or reason for visit so it prompts at check in
over 5 years ago in Estimates 0 Future consideration

Estimates - copy function to quickly recreate a new estimate from existing estimate

Please add Copy Estimate button to create a new estimate from one that has already been created (expired, current or finalized) so updated estimates can be recreated quickly
over 2 years ago in Estimates 1 Future consideration

Estimates: Print Estimate Description

Users would like option to print the estimate description on estimate.
over 8 years ago in Estimates 0 Future consideration

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...
about 5 years ago in Estimates 1 Future consideration

Enable departing instruction use for estimates

Users would like to be able to have a message/instruction that would print onto the estimate for any relevant invoice item, similar to a departing instruction, that is available on an estimate, not just on an invoice or pvl.
over 2 years ago in Estimates / Invoice items 0 Future consideration