How do I create a document to compare scheme prices?

You have the ability to compare prices of the same treatment item against another scheme offered at your practice using the treatment estimate option.

To select which scheme you want to compare against, enter the setup screen.

Once you are in the Setup screen, select the Program button.

Scroll along to the Treatment tab (shown below).

Simply select your scheme from the Compare against dropdown button. Click Save to confirm your changes.

Open up your treatment form you wish to generate a price comparison for.

Click on the Estimate button towards the top of the screen, select you treatment comparison document. Click Ok to generate.

Note: To add this mergefield into one of your documents, this is where you will find it in the menu (below).



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