How an estimate gets made
Plan it at the consult
The consultation chart records the patient's concerns and goals, the recommended plan, and what was quoted or discussed. That plan tells you which services the estimate should list.
Pick the patient and services
Open Good Faith Estimates in Admin, pick the patient and add the services you expect to provide. Dolce shows the estimated total. Resend the estimate whenever the patient needs another copy.
Check out on treatment day
When the patient comes in, checkout lists the services rendered and the total. Your team can hold that up against the estimate before the patient pays.