When you create a treatment estimate from the consultation page, the estimate is shown on the consultation page. You can also connect a previously created estimate to a specific consultation of a client and patient.
Note: The new consultation page is being released during September 2026. You can switch between versions at any time from the top of the consultation page. This article covers how to use a treatment estimate in both.
New consultation page: Select the Financial info icon in the right side-panel. The Estimates list shows each estimate with its total, and how much of it has been used. To edit an estimate, select the pen button on its row.
Old consultation page: The estimate is shown under Consultation details. To edit it, select Edit estimate in the Copy estimate items dialog.
To use the estimate:
New consultation page: Go to Treatment items and select Estimation.
Old consultation page: Under Consultation details, select the estimate link.
In the Copy estimate items dialog, select the items you want to copy for the consultation invoice.
When you are ready, select Copy. The copied items are shown on the consultation page under Treatment items and will be included on the invoice.