Estimates Defaults

Estimates Defaults contain options that will automatically apply to patient estimates. They can be changed at any time to a new default setting; once changed, the default will only take effect for new estimates created. 

Follow the steps below to set your Estimates Defaults for a specific office.

1. Select Customer Setup > Practices.

2. Use the Show All button to view all practices. Or user the Search field to further drill down your search. 

3. Select the Practice.

4. Locate and click on the Defaults tab from the right-hand side panel.

5. Click the Estimates tab

6. Check the Show new estimates in the Payment Portal Automatically checkbox to show any patient estimates in the payment portal by default. 

7. Create new estimates using:

   1. Auto: Select this option to create new estimates based on eligibility by default.

   2. Quick: Select this option to create new estimates based on copay by default.

8. Click Save. 

   Configure these settings before configuring the patient estimates interface automation. For more information on configuring our patient estimates interface automation, visit our "Manage Patient Estimates" help article.