Hi everyone,
Does anyone know of a way of adding the pts dental chart with treatment plan to the top of the estimate as part of the template? This has always been a great visual aid for patients and its a shame I cant seem to get it on the estimates since joining Dentally.
Many thanks
Simon
Hi
You can’t pull the live tooth chart into an estimate template yet (templates only support text + data tags), but you can send the chart alongside the estimate as an attachment if you take a screenshot of the chart.
Quick workaround:
Create the estimate as normal. When the PDF preview opens, close the preview.
You’ll land on the Draft Email window (the estimate PDF is already attached).
In the bottom-left attachments box, add your chart screenshot:
Drag & drop the image onto that box (dropping into the message body won’t work), or
Click the blue “… or choose files” and select it.
Heads-up: use .png / .jpg / .jpeg. If your screenshot is .heic (iPhone), convert it to PNG/JPG first.
I see it would be easier to just include it in the estimate so I’ll log a feature request for a “chart snapshot” merge field - this way a small image of the planned chart can appear at the top of the estimate automatically. 😊
If other practices see this and think it could help, feel free to like the post or add a comment below as it helps us prioritise!
Hi
You can’t pull the live tooth chart into an estimate template yet (templates only support text + data tags), but you can send the chart alongside the estimate as an attachment if you take a screenshot of the chart.
Quick workaround:
Create the estimate as normal. When the PDF preview opens, close the preview.
You’ll land on the Draft Email window (the estimate PDF is already attached).
In the bottom-left attachments box, add your chart screenshot:
Drag & drop the image onto that box (dropping into the message body won’t work), or
Click the blue “… or choose files” and select it.
Heads-up: use .png / .jpg / .jpeg. If your screenshot is .heic (iPhone), convert it to PNG/JPG first.
I see it would be easier to just include it in the estimate so I’ll log a feature request for a “chart snapshot” merge field - this way a small image of the planned chart can appear at the top of the estimate automatically. 😊
If other practices see this and think it could help, feel free to like the post or add a comment below as it helps us prioritise!
This would be a great idea!
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