Follow the instructions below to select whether or not to display the estimate in the patient's Payment Portal.
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 Remove from Portal: to prevent the estimate amount from being shown in the Patient Payment Portal.
Select Display in Portal: so the estimate amount can be shown in the Patient Payment Portal.
The Estimate will be displayed in the Patient Payment Portal by default.