On Exact, we used to be able to click create and estimate select all COTs and it would generate all estimates accordingly. On dentally not only do you need to do it per COT you have to make sure you've selected the correct estimate type (NHS / Private). Dentally doesn't clearly separate NHS and Private treatment. Having the option to limit / label a COT as private or NHS like what was possible on EXACT would be incredibly helpful.
Create estimates for all courses of treatment from just one click
+15- Community Manager
Hey
You’re right that, in Dentally, estimates need to be created per COT, and users also have to select the correct estimate type manually (NHS or Private). There isn’t anything in the current system that automatically separates treatment plans by payor or labels a COT as NHS vs Private in the way EXACT did. This has actually been already discussed in the past in the Community.
I’ll chat to the team and I’ll make sure to log this as a feature request so the product team can review it along with the other transition‑related workflow items practices have highlighted.
If other users reading this feel the same, please add a comment below, it really helps with prioritising improvements.
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