Locate, print and email estimates

Access provided estimates to update, print or email a saved estimate or view, reprint or resend a finalized estimate. Electronically signed estimates are saved to the patient’s history. Locate estimates Select an estimate from either tab to view the following:

Estimate messages

Learn how to setup a list of messages to be used on estimates at your practice. Messages can be added, edited or removed while creating or updating an estimate for the patient. Multiple messages can be included on an estimate.

Finalizing estimates

Finalize an estimate manually or with an electronic signature to indicate client is accepting the recommended services and fees. Finalizing an estimate will send items to the Patient Visit List (based on estimate default settings). Finalize an estimate Create a

Estimate defaults

Set estimate preferences for saving, transferring, and printing and specify the default message(s) used most frequently when creating estimates. Set up estimate defaults Navigate to Menu > Controls > Defaults > Practice and Workstation > Estimate. Click Apply to save

Create and save estimates

Create estimates for your client to inform them of expected costs. Once created, print, email or fax to your client. Estimates are saved until they expire or are finalized. When finalized manually or by electronic signature, sends charges to the

Patient Clipboard

The Patient Clipboard is designed to display all aspects of a patient’s records, including owner information. With tabs and right-click menus, the Patient Clipboard is the most efficient way to navigate Cornerstone and to perform many client and patient functions