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Estimates

  • August 20, 2026
  • 1 reply
  • 20 views

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I would like to see a way, when we are creating an estimate, we can choose whether we want already completed tx included or not. Sometimes it can be a bit much when the private estimate includes tx that has already been included - bc the patient has obviously already paid for that tx. We can click on/off when generating a pre-d, so it would be nice to see the same feature in creating estimates 

1 reply

Ysy Lees
Community Manager
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  • Community Manager
  • August 21, 2026

Hello! Thanks for your feedback. I have passed that on to the product team and will make sure to update the thread here with any changes.