Create a treatment estimate to show the animal owner the expected cost of a treatment before you start. You can also use a treatment estimate when a longer hospital stay needs more treatments. Later, you can add the items from the treatment estimate to a consultation, so that the items are invoiced.
On the client's page, select + Create new > Estimate in the top right-hand corner of the page. Once created, an estimate draft is saved automatically. You can also start creating a treatment estimate in other places in Provet.
Depending on where you started from, some information may be automatically filled in for the estimate, for example, client, patient, veterinarian, and appointment or consultation. In addition, you can add the following information:
Title: Optional but useful in finding the estimate later.
Notes: You can add any optional notes. If you want to include the notes on the estimate printout, select Print notes on cost estimate. The note text is added in addition to a possible agreement text defined in the print settings.
See price for selected time/date: The time selection settings are located under the price calculations. These settings determine if special pricing, such as weekend or evening rates, applies to the estimate items (indicated by *price may vary). If normal pricing applies, an information bar appears.
Select a date and time to see how pricing is affected.Select Use current time to switch to the current time.
Select a custom date and time from the date and time calendar.
Select Clear date and time to return to default pricing.
Appointment/Consultation: To connect the estimate to a patient's specific appointment or consultation, select the appointment or consultation from the drop-down list. The connected estimate is shown on the consultation page and you can select treatment items from it to the consultation.
Add the treatment items (for example, procedures, medicines and foods) to the estimate. To find items, use the search or the item + buttons. You can also use predefined item or estimate bundles if available. If a bundle contains items that do not match the species of the selected patient, these items are listed but cannot be used. Mandatory items in sub-bundles are the exception. For more information, see Create a Treatment Estimate Using a Bundle.
Finalizing the estimate is optional. If the client agrees to the estimate, select Finalize estimate, then select Finalize to confirm. The estimate is finalized, and the Finalize estimate button is no longer shown. After you finalize an estimate, you cannot edit the estimate. If you do not finalize the estimate, the estimate stays a draft, and you can still edit the estimate. When electronic signatures are used, finalizing is required.
Treatment estimates do not yet use Conditional Pricing rules. Conditional Pricing rules are applied when you add items to a consultation, so the consultation price can be different from the estimate.
Additional Information and Tips
Alternative Places to Start Creating a Treatment Estimate
You can also start creating a treatment estimate from the following places:
Consultation page:
Old consultation page: under the Consultation details section, select the plus button on the Estimates row.
New consultation page: in the right side-panel, select Financial info. In Estimates, select + Add estimate.
Billing > Estimates tab. Select the + New estimate button in the top right-hand corner of the page.
Dashboard: From the Create new > drop-down list in the top right-hand corner of the page, select Estimate.
Appointment entries: Open an appointment in the calendar and select the Create estimate button.
Existing estimate page: Select More actions > Duplicate estimate at the bottom to copy an existing estimate and use it as a template for a new estimate.
Use Price and Quantity Ranges
Sometimes the cost or quantity of a procedure, such as an operation, cannot be fixed before it is completed. Depending on the clinic location settings, you can show the cost or quantity as a range on the estimate instead of a fixed value.
You can also set the minimum quantity to 0 to indicate that a procedure is optional and may not be needed. A range of 0–1, for example, clearly communicates to the animal owner that the procedure may or may not be performed. The range is shown in the Min qty and Max qty columns on the estimate, and the total is displayed as a range (for example, 0.00 – 44.12).
To add a price or quantity range when adding an item using the + button:
In the item dialog, select the arrow buttons next to the Price or Quantity fields to open the Min price and Max price fields.
Enter the minimum and maximum price values. Set the minimum to 0 if the procedure is optional.
Select Save.
To add a price or quantity range when adding an item using search:
Add the item directly in the items list using the search field.
Select the pen button on the item row to edit it.
Enter the minimum and maximum values in the Min price and Max price fields. Set the minimum to 0 if the procedure is optional.
Select the checkmark button to save.
The range is shown in the Min qty and Max qty columns on the estimate and on the printout sent to the client.
Note: A minimum quantity of 0 affects the estimate only. If the item has a minimum usage quantity in the catalog, Provet uses that minimum when you add the item to a consultation. If you enter 0 in the quantity field, you see the message "Must be at least 1.", and you cannot add the item. This prevents charging for an item with a quantity of zero. If a procedure is not needed, decline the procedure on the estimate instead of setting the quantity to 0 in the consultation.
Edit or Delete Items
Before finalizing the estimate, you can still edit and delete the added items. To edit an item, select the pen button. After editing the information, select the checkmark button to save or the x button to cancel your changes. To delete an item, select the trashcan button.
Next Steps after Finalizing a Treatment Estimate
If you created the estimate for a specific consultation, you can go back to the consultation from the Consultation button on the estimate page.
If you created the estimate for an appointment, you can start the consultation from the Mark as arrived button.
You can also start a new consultation for the selected client and patient from the New consultation button.