How do I create a quotation (price estimate / treatment plan with prices)?

Short answer: add the planned treatments on the patient’s Chart, tick them, click the quotation button at the bottom, then click Create Quotation.

Add the planned treatments

In the patient’s Chart, add the treatments you plan to do.

Tick them and open the quotation

Tick the treatments, then click the quotation button at the bottom of the chart.

Review the prices

Check Assign Invoice To, add a Name or Diagnosis if needed, and review the prices, Discount, Tax and Insurance. Tick Hide Prices to print without prices.

Create, print or sign

Click Create Quotation. Open it from the chart’s Quotations tab to Print it or have the patient Sign it on the screen.

When the patient agrees, open the quotation and click Invoice. You can invoice part of it now and the rest later.

With no treatments ticked, the quotation includes all the patient’s planned treatments that aren’t invoiced yet.

Full guide: Creating Patient’s Quotation

Still stuck?

Send us a message in System Chat inside Dentolize with a screenshot, and tell us which step didn’t work. Tip: next time, search this site first. Most answers take less than a minute.