Follow the instructions below to mark an estimate amount as due, or not due.
If the Estimate was created from a Claim, open the claim in the claim section and continue to step 4.
Select Appointments > Scheduler.
Find the appointment on the calendar.
When the appointment(s) is displayed, right-click on the appointment and select Edit Appointment or click on the appointment and select the Edit button.
Locate and click Estimate from the right-hand side panel.
Select Mark as Not Due: to prevent the estimate amount from showing up as an amount due patient in CMD and the patient portal).
Select Mark As Due: to allow the estimate amount to show up as an amount due patient in CMD and the patient portal).
Click Save.