Mark an Estimate Amount as Due / Not Due

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.

  1. Select Appointments > Scheduler.

  2. Find the appointment on the calendar.

  3. 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.

  4. Locate and click  Estimate from the right-hand side panel.

    1. Select Mark as Not Due:  to prevent the estimate amount from showing up as an amount due patient in CMD and the patient portal).

    2. Select Mark As Due: to allow the estimate amount to show up as an amount due patient in CMD and the patient portal).

  5. Click Save.