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Copy a Treatment Estimate

You can use an existing estimate as a template for a new one.

  1. To find all existing treatment estimates, go to Clients & Patients > Estimates and select the Estimates filter.

  2. Open an estimate you want to copy and select the Estimate button on the estimate row.

  3. In the top or bottom left-hand corner of the page, select Create copy. All item information is copied to the new estimate, but the estimate basic information (client and patient, veterinarian, notes, appointment/consultation, and preference time) is cleared from the copy.

See Also

Create a Treatment Estimate

Create a Treatment Estimate Bundle

Create a Treatment Estimate Using a Bundle

View, Edit, and Archive Treatment Estimates

Use a Treatment Estimate on a Consultation

Print or Email a Treatment Estimate

Mark Estimate Items as Declined by the Client

Treatment Estimates Overview and Settings

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