+1Hi 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
+14Hi
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!
+2Hi
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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